Upcoming Webinar June 22, 2022 1pm EDT
Adapting to Uncertainty: Inflation, Rates, Market Volatility, and Geopolitical Risk
Join our Midyear 2022 Investment Outlook when we gather our investment leaders to provide insights on adapting to market uncertainties for the second half of the year.
Additional Insights on Volatility
Insight
May 2, 2022
Market View: Geopolitical Shocks and Market Performance
Here’s a closer look at how these negative events have influenced markets over the past few decades.
Insight
April 18, 2022
Inflation Could Change Everything for Asset Allocations and Yield Curves
Investors may have to rethink traditional allocation strategies as the long-standing relationship between equity and fixed-income returns has been upended.
Insight
April 4, 2022
Should Investors be Troubled by the U.S. Yield Curve?
The Fed has finally hiked. What can the shape of the yield curve tell us‒and not tell us‒about the state of the economy?
Insight
April 4, 2022
Amid Market Volatility, Innovation Maintains Its Edge
Companies with high research and development (R&D) expenditures relative to revenues have been shown to generate higher revenue and earnings growth than those with lower levels of R&D spending
Additional Resources
Inflation Resource Center
This Resource Center provides thoughtful insights and potential solutions for a number of situation-based outcomes.
Volatility Resources
Volatility Brochure
Riding Out Market Ups And Downs
In volatile markets, there are three points to remember: stay calm, stay in, and stay the course.
Navigating Through Volatility
I want to ...
Manage Through Volatility
...Manage through volatility using short term bonds
Diversify Equity Exposure
...Diversify equity exposure using intermediate bonds
Core Fixed Income Fund
- High quality
- Disciplined approach
- Negative correlation to equities
Intermediate Tax Free Fund
- Tax-free income
- High quality portfolio, disciplined approach
- Negative correlation to equities
Maintain Upside Potential
...Reduce risk but maintain upside potential
Bond Debenture Fund
- A pioneer in multi-sector
- A flexible approach
- Long-term equity-like returns with lower volatility
Convertible Fund
- Flexible approach
- Strong long-term performance
- Attractive risk-adjusted returns
Dividend Growth Fund
- High quality universe
- Lower risk profile
- Growth and rising income
Find Opportunity
...Find opportunity in volatility
Growth Opportunities Fund
- Investing in durable companies with favorable long-term growth prospects
- Focus on mid-cap companies
Growth Leaders Fund
- Focus on innovative companies with superior business models and strong operating momentum
- Take a multi-cap approach