Explore Every Angle

Thoroughly researched perspectives and commentary on the trends shaping global markets.
reset filter
Articles

Exploring a range of subjects as diverse as our product lineup.

GX Banner
Qualified Dividend Income: Edging Out Bond Interest When it Comes to Taxes
Dividend-paying equities and preferred stocks can help mitigate portfolio volatility and their distributions may receive favorable tax treatment versus bonds. By Kenny Zhu
Preferreds Are in the Goldilocks Zone for Rates & Credit
Preferred stocks may remain attractive in 2025, particularly if inflation remains contained and the long-term trajectory for interest rates moves downward. By Kenny Zhu
Inflection Points: The Summer Vol Stew Recipe
Long-term investment returns are typically unrelated to short-term volatility spikes, but there are strategies to consider if volatility remains elevated. By Scott Helfstein
Inflection Points: The Return of the Operating Leverage
Companies delivering positive operating leverage for the first time in nearly two years could provide additional fuel for equities. By Scott Helfstein
Quarterly Income Commentary: Enhancing Yields Through Preferred Stocks and Fixed Income
With interest rates at 15-year highs and inflation possibly receding, we believe this is an opportune time for investors to consider fixed income. By Kenny Zhu