Sunil's Blog & Market Update

fixed-income investors faced a challenging environment shaped by geopolitical shocks, inflationary pressures and heightened market volatility. Economic indicators suggest a growing risk of stagflation

There’s never a better time to start thinking about planning your estate than right now, no matter your age or where you are in your life journey. It can be tough to think about a future without you in it but getting started can be the hardest part. Join this webinar to learn how valuable starting your estate planning can be. We’ll talk about how your estate plan can protect your loved ones, the things you’ve worked so hard to build, and even you.

For commercial real estate (CRE) borrowers and lenders, central banks have been a persistent source of frustration in recent years. Aiming to rein in stubborn inflation, the Federal Reserve and most of its peers have maintained elevated interest rates longer than anticipated

Personal savings, group retirement plans, and income from other sources—navigating through all the available options might be confusing. Join this webinar to learn the basics of how and when to start receiving retirement income

There’s never a better time to start thinking about planning your estate than right now, no matter your age or where you are in your life journey. It can be tough to think about a future without you in it but getting started can be the hardest part. Join this webinar to learn how valuable starting your estate planning can be. We’ll talk about how your estate plan can protect your loved ones, the things you’ve worked so hard to build, and even you.

Do you want to know more about how your savings can help you save money on taxes? Join this webinar to learn practical tax planning tips and strategies. We go over how to avoid tax penalties, maximize deductions, and make the most of your savings.

Do you want to know more about how your savings can help you save money on taxes? Join this webinar to learn practical tax planning tips and strategies. We go over how to avoid tax penalties, maximize deductions, and make the most of your savings.

What is an emergency fund and why should you have one? How much should you save? Join this webinar to learn more and get started.

Personal savings, group retirement plans, and income from other sources—navigating through all the available options might be confusing. Join this webinar to learn the basics of how and when to start receiving retirement income

You have a goal in mind and you’ve started to save for it. With all the choices available to you, deciding how to invest your savings may seem difficult. Join this webinar to learn the basics of investing and things to think about as you get started.

We all make mistakes even if we’d rather not. Are you worried about making a mistake with your investment and money? Join this webinar to learn four valuable lessons from four common investing mistakes. If you're new to investing, check out the getting started with investing webinar first.

You’ve worked hard to build your retirement savings and you’re ready to think about turning your savings into income. How does the transition from savings to income affect your income taxes? Join this webinar to learn how different types of retirement income are taxed. You’ll also learn about tax credits and programs that can reduce the amount of tax you pay.

Rising geopolitical tensions and policy flip-flops have created a market landscape prone to frequent volatility. In such times, it might be important for investors to seek diversification and remain agile in search of opportunities. We look at the highlights of our latest asset allocation outlook.

Securitized products are bonds that are backed by pools of individual loans, including mortgages, corporate and sovereign loans, consumer credit, and project finance.

Do you want to know more about how your savings can help you save money on taxes? Join this webinar to learn practical tax planning tips and strategies. We go over how to avoid tax penalties, maximize deductions, and make the most of your savings.

Asset allocation is a strategy of dividing an investor’s portfolio among different asset classes based on three key factors – investment objectives, risk tolerance, and time horizon.

Like any investment decision, choosing to invest in a bond or bond fund requires careful consideration. How do you know which one to choose? What should you assess?

A glossary of terms to help guide investors through the key terms used in the private alternatives space.

Most people have experience with interest rates, thanks to a credit card, personal loan or mortgage. But when it comes to bonds, the role of interest rates is often less well understood.

Duration quantifies the sensitivity of a bond or bond portfolio to changes in interest rates.