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Institutional Investor Advisor Individual Investor

Low Volatility

Cultivating Consistency Across Market Cycles

For equity exposure with lower variability of returns, an active focus on risk management can help. These strategies cultivate consistent results delivered with greater attention to downside protection through investment in high-quality companies with leading market positions.  

Perspectives

  • Readying for a 5G World
    Analysts Deepon Nag and Erica Furfaro discuss the advantages and investment opportunities created by the new 5G wireless standard.
  • Anatomy of a Recession 1Q20 Update
    Investment Strategist Jeff Schulze discusses the risks of a recession in 2020, highlighting the consumer and the Fed as swing factors.
  • Large Cap Value Strategy Update
    PM Dmirty Khaykin discusses fourth-quarter performance and the long-term prospects for a low-turnover, buy-and-hold strategy in the current environment.
  • Can Consumers Keep Spending?
    Consumer Analysts Neal Austria and Rob Buesing discuss catalysts behind consumer strength and how to invest in this trend.
  • The Long View: A Pivotal Year for Equities
    4Q19 Commentary: Valuation and allocation trends suggest a positive, albeit choppy market in 2020.

Institutional Separate Accounts

(As of December 31, 2019)
Average Annual Returns
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Exchange Traded Funds

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Mutual Funds

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Separately Managed Accounts

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Closed-End Funds

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Variable Investments

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