Sunil's Blog & Market Update

The small-cap paradox explains recent market trends and shifting performance patterns. The small-cap paradox shows why fundamentals still matter despite changing conditions. Understanding the small-cap paradox help investors navigate growth and risk effectively.

A bond is a fixed income investment representing a loan made by an investor to a borrower. Borrowers include governments, companies, and other entities issuing bonds to raise money to fund their operations.

You probably have both short- & long-term financial goals. How much time you have to achieve your goals can help guide you save and invest.

Governments and corporations issue bonds when they need to raise money. In return for buying the bonds, the investor – or bondholder – receives periodic interest payments known as coupons.

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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

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

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.

The beginning of U.S. and Israeli military operations against Iran prompted swift retaliatory action, which included an attempted drone strike on Qatar’s energy infrastructure. While no damage was recorded, a major liquefied natural gas terminal .

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.

Systematic equity investing – using diversified factor exposures including value, quality, growth, and momentum – can provide durable sources of excess return potential and help portfolios weather policy shocks and market volatility.

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.

The rise of private markets has brought new attention to private investment grade (IG) credit, which can offer investors a premium over public IG for giving borrowers customized terms – though that premium comes with certain risks.

Uncertainty remains high, but so are bond yields, leading to attractive opportunities for active investors, Amid continuing volatility in our global economic outlook, we seek to invest in high quality fixed income

This period of volatility is unique in that it is related to a conscious policy decision and style of implementation rather than an exogenous shock. We had expected uncertainty from President Donald Trump’s policies, as he widely telegraphed that resetting global trade would be a key priority. Trump has been a proponent of tariffs and Income since the 1980s, long before he held office. But we, and many others, were surprised by the absolute level of tariffs and the Trump admi

Government bond yields have been rising across the globe since markets returned to risk-on mode following early April’s surge in market volatility. We explore why the recent yield spike may be transitory and consider the current attractiveness of fixed income relative to other assets on a risk-adjusted basis

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.

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?