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VIEW FUNDSLatest Insights
Explore some of our latest insights on industry news and trends.
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Investing in America’s backbone: A small-cap opportunity
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As the U.S. marks 250 years since its founding, we reflect on the small businesses that power the U.S. economy and the opportunities we see in small-cap value equities.
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New advantages for grandparent-owned 529 accounts
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Changes to the FAFSA process mean grandparents can finally help pay for college without worrying about the “financial-aid trap.”
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Decoding investment signals from the AI buildout
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AI is driving a multi‑year transformation, creating waves of investment opportunities across industries beyond technology itself.
Disclosures
The LSEG Lipper Asset Class Group Awards are given to the best large and small groups separately. Large fund family groups with at least five bond funds are eligible for a group award. The lowest average decile rank of the three years’ Lipper Leader Consistent Return measure of the eligible funds per asset class and group will determine the asset class group award winner over the three-year period. In cases of identical results, the lower average percentile rank will determine the winner. For more information, see lipperfundawards.com Although LSEG makes reasonable efforts to ensure the accuracy and reliability of the data contained herein, the accuracy is not guaranteed by LSEG Lipper. LSEG Lipper Fund Awards, ©2026 LSEG. All rights reserved. Used under license.
The fixed-income opportunity
Yields are elevated, rates are uncertain and the window for client action is open.
