Same Investment Goal, Different Starting Point: The Case for SMAs

Published on October 14, 2026

We see a reason for advisors to evaluate the support surrounding the strategy. Questions about onboarding existing holdings, applying restrictions, monitoring tax budgets and managing ongoing trading belong with the implementation provider. Understanding exposures and portfolio fit is where our consultation team can help.

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Q3 2026 Baird Chautauqua International and Global Growth Fund Commentary

October 14, 2026
Global equity markets finished the third quarter only modestly higher, but the path beneath the surface was anything but calm. The AI and momentum trade that powered markets in the first half unwound sharply in July, leadership broadened through August as capital returned to areas that had been left behind, and the market narrowed again in September.

The Case for Global Income

October 14, 2026
Global income strategies offer a compelling value proposition for investors: a steady stream of income generated from dividend-paying equities, government bonds and structured instruments like equity-linked notes (ELNs) from around the world.