2024 has experienced one of the top momentum runs of the past thirty years. Historically, such strong performance has led to a reversal the next year. The views and opinions and/or analysis expressed ...

Learn from our industry leaders about how to manage your wealth and help meet your personal financial goals. We help people, businesses and institutions build, preserve and manage wealth so they can ...

William Delahunty is a portfolio manager on the Municipals team. He is responsible for buy and sell decisions, portfolio construction, and risk management for the firm’s municipal bond strategies. He ...

Active investment strategies are making a comeback amid rising market volatility, higher rates and greater dispersion—signaling a paradigm shift. While passive investment strategies have flourished ...

The following views and perspectives are formed by the work of the Applied Equity Advisors team in managing assets for investors. In one of his many memorable memos from July 2024, Howard Marks ...