Ceding Balance Sheet Control

Published on October 29, 2025

The tradeoffs, drivers, and management of the Federal Reserve’s balance sheet have come back into market focus this month with Chairman Powell shifting market expectations for the end of quantitative tightening.

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Strong Credit Ratings Dominate Midstream/MLPs

October 29, 2025
Strong credit ratings remain a key feature for midstream companies, providing significant cost savings on debt. The subsector is largely dominated by investment-grade players, which also offer attractive dividend yields. Learn more below about the importance of an investment-grade rating and why midstream indexes are skewed towards these creditworthy names.

Rethinking Growth in a Broadening Economy

October 29, 2025
Growth investors may be feeling the ground shifting beneath them. Traditional factor analysis shows quality and growth still lagging value—an apparent paradox when global growth itself is strengthening. Yet a closer look at what drives the so-called “value” factor reveals how today’s economic revival is rewarding a different kind of growth.