Structure Over Bets: How You’re Built Matters More Than What You’re Predicting

by Brian Jacobs | Apr 10, 2026 | Blog, Investment Concepts

Investors constantly ask us about the macro environment. Whether it is a spike in energy prices, a shift in interest rates, or a headline about geopolitical tension, the questions usually follow a familiar pattern: Are you making a bet on this? Are you positioned for...

“Passive strategies make sense as core exposures, however, we believe the market portfolio has the opportunity for enhancement”

by Marketing | Dec 9, 2025 | Market Notes, Media Notes

How structural innovation in ETFS is changing the way advisors manage risk

“It should be no surprise that Jamie Dimon is able to create a Team America”

by Marketing | Dec 9, 2025 | Market Notes, Media Notes

Berkshire shakes up team ahead of Buffett handover, boosting JPMorgan investment project

Five Reasons Retail Should Be Wary of Private Credit (Especially Retirement Plans)

by Brian Jacobs | Nov 21, 2025 | Blog, Investment Concepts

Private credit has become the industry’s favorite shiny object, recently surpassing the entire market for listed high-yield corporate bonds with $1.7 trillion in assets per Preqin. The yield looks great, the line on the chart looks smooth, and the marketing is...

The Risk of Owning High Yield at Current Spreads

by Brian Jacobs | Oct 31, 2025 | Blog, Investment Concepts

At today’s levels, we think high-yield credit offers little value to investors. The yield of the Bloomberg U.S. Corporate High Yield Index sits at just 2.6% above Treasuries of similar duration, within spitting distance of the all-time narrow level of 2.3%. The last...