Our reports cover a variety of timely topics and trends and are designed to help you learn more and be an informed investor.
Municipal infrastructure revenue bonds represent a growing investment opportunity with the potential to capture real current income, relatively stable credit quality, and the chance to enhance the overall risk and return profile of a diversified investment portfolio.
Standish's Tax Sensitive Investment Team believes that relatively favorable technical conditions are likely to persist in the municipal market in 2015, which may make a strong case for this asset class to both domestic and overseas investors seeking yield and diversification.
Portfolio managers and strategists from BNY Mellon Investment Management and its affiliates believe the conclusion of quantitative easing presents both opportunities and risks.
Mellon Capital discusses the potential benefits of smart beta strategies, which combine the more favorable elements of both active and passive approaches, and why Strategic beta may be the next generation smart-beta solution.
Paul Hatfield of Alcentra, one of the world's largest sub-investment grade credit managers, still sees opportunities for selective investors in the Bank Loans space, despite concerns about overheated valuations and deteriorating credit.
Charles Cook of The Boston Company discusses how this liquid alternative may reduce portfolio volatility while pursuing attractive total returns in a diversified portfolio as well as help to better manage downside risk compared to other traditional asset classes.
Fayez Sarofim & Co. discuss their views on why investors should consider dividend-paying stocks, including why they believe dividend-paying stocks possess desirable attributes during a volatile and uncertain marketplace as well as how they can complement or supplement income from fixed income holdings.
Michael Arends of The Boston Company looks at the historical performance of mid caps relative to other capitalization ranges and examines why current valuations might make this an attractive time to consider mid cap stocks in general.
Investors should consider the investment objectives, risks, charges, and expenses of the fund carefully before investing. Download a prospectus that contains this and other information about the fund, and read it carefully before investing.
Equity funds are subject generally to market, market sector, market liquidity, issuer, and investment style risks, among other factors, to varying degrees.
Bond funds are subject generally to interest rate, credit, liquidity (except government-only funds), prepayment and extension risks (for mortgage funds), and market risks, to varying degrees. Generally, all other factors being equal, bond prices are inversely related to interest-rate changes, and rate increases can produce price declines.
High yield bonds involve increased credit and liquidity risk compared with investment grade bonds and are considered speculative in terms of the issuer's ability to pay interest and repay principal on a timely basis.
Small- and mid-sized companies carry additional risks because their earnings and revenues tend to be less predictable, and their share prices more volatile than those of larger, more established companies. They also tend to be less liquid than larger company stocks.
Investing internationally involves special risks, including changes in currency exchange rates, political, economic and social instability, a lack of comprehensive company information, differing auditing and legal standards and less market liquidity. These risks are generally greater with emerging market countries than with more economically and politically established foreign countries.
Diversification does not guarantee a profit or protect against loss.
There is no guarantee that dividend-paying companies will continue to pay or increase their dividends.