“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...

Ignore the Margin Debt Alarm

by Brian Jacobs | Aug 14, 2025 | Blog, Investment Concepts

Every so often, margin debt headlines resurface as a supposed warning sign for the stock market. The latest iteration: U.S. margin balances have crossed one trillion dollars for the first time. David Rosenberg highlights: “For the first time ever, margin debt has...