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Municipal

2025 Municipal Market Outlook

Adam Stern, J.D., M.P.A.
Sustainable

Demographics, Competition Test School Budgets

Erika Smull, PhD

Demographic shifts, more competition in the public school arena, and state aid formulas are driving challenges.

Sustainable

Global Climate, Biodiversity Conferences in 2024, Mark Progress, Highlight New Goals

Robert Fernandez, CFA

United Nations conferences conducted in 2024 continued to focus nations on the key sustainability risks presented by climate change and degradation of biodiversity around the world.

Equities

Seeking Income Diversification: Complementing Fixed Income with High Quality Dividend Equities

Joshua Perez, CFA, Bryan Poston, CFA

High quality investment grade (IG) bonds have traditionally played an important role in well-diversified portfolios of investors seeking stable income, diversification, and capital preservation.

Municipal

Heating Up: The Muni Market Inches Closer To Pricing Climate Risk

Adam Stern, J.D., M.P.A., Erika Smull, PhD

This perspective explores this market disconnect and highlights trends that suggest a change may be in the offing.

Investing

From Crisis to Confidence: The Changing Landscape in Bond Investing

Ognjen Sosa, CAIA, FRM

Traditionally, investors have allocated to high-quality investment grade bonds with a goal of earning predictable income, diversifying their overall portfolio risk, and preserving capital.

Investing

Premium Bonds 101

Matthew Buscone