October 6, 2026
Munis find some footing. Turning losses into assets. Muni supply still running strong.
MEGATRENDS
The Architecture of Liquidity is Changing
HFXI: FEATURED ETF
International Investing, Simplified
Macro Pulse
Resilience Meets Tighter Policy
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INSIGHTS
Latest Perspectives
October 4, 2026
Global yields have continued to move higher as resilient economic growth and renewed inflation pressures reinforce expectations for tighter monetary policy.
MACRO PULSE
Our outlook remains constructive, but tighter policy is testing that view.
September 28, 2026
A changing market environment is putting greater emphasis on selectivity.
September 18, 2026
Eric Kazatsky is joined by Jack Muller to connect the dots between Treasuries, munis, supply, and the Fed.
September 18, 2026
As the U.S. heads toward its midterm elections on November 3, control of both chambers of Congress is in play. Whatever the outcome, the scope for major legislation over the next two years may be limited.
September 16, 2026
Private markets demonstrated resilience in the first half of the year, but as macroeconomic crosscurrents build, the path to outperformance is narrowing.
September 9, 2026
Private markets have shown resilience amid rising crosscurrent. Against this backdrop, the path to outperformance is narrowing.
April 21, 2026
See how active ETFs help navigate volatility and enhance income potential.
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