Kathryn B. Lakin
Director of Equity Research
More from the team
We believe BDCs are built to deliver dividends in a recession
We believe stocks of business development companies have evolved to better withstand a recession, and their dividends can remain at highly attractive levels.
ESG: Hearing the signal above the noise
In our view, the best opportunities lie not at the extremes of ESG rhetoric, but at the heart of sustainability substance.
How an active target-date strategy can navigate interest-rate risk
Active managers are in a unique position to manage risks in target-date strategies.
Are bonds too risky right now?
With historical context in mind, we argue that the fear surrounding rising rates and their impact on bonds and retirement portfolios is likely overblown.