Leah Smith

Global equities rallied in Q3, supported by easing trade tensions and a more accommodative U.S. monetary policy as major economies adjusted to a restructured global trade environment. Baird’s International and Global Growth Funds remain focused on long-term secular growth and resilient business models. Read the full insights and outlook from Chautauqua Capital Management: https://bit.ly/3KN8Otg

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With tariffs no longer the focus, explore key economic developments. Chief Economist Eric Lascelles looks at recent central bank actions, AI’s impact on jobs, and the outlook for U.S. bond markets. Watch the video here: http://spr.ly/6040AcLWC

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In unpredictable markets, the ability to more accurately model and predict volatility may offer unique benefits when applied to indices used in insurance and structured products. Learn how the S&P 500 Engle Indices measure dynamic exposure to the S&P 500 while applying a predictive volatility control mechanism, which employs a variation of the GARCH model inspired by the research of Nobel Laureate Robert F. Engle.  https://lnkd.in/e2SzDzBS

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How is economic uncertainty impacting the private credit market? Join J.P. Morgan's Leland Price and Jake Pollack as they explore emerging challenges and opportunities, ranging from direct lending and CLOs to private credit ETFs, within this dynamic landscape. http://spr.ly/60464yuaQ

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Our JPMorganChase Ohio Market Leadership Team Co-Chair Jeremy Young sat down with Axios publisher Nicholas Johnston last week to explore how academia, government and the private sector can come together to support training initiatives that expand talent pipelines to meet new job market needs and boost broad economic growth. https://lnkd.in/gzbcK2Ue

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The S&P 500 isn’t the same index it used to be. Our latest thought piece explains why adding value exposure can potentially help reduce risk and strengthen portfolios for the long term. Learn more: https://bit.ly/3Y5dH4a #valueinvesting #activeinvesting 

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Three finance industry powerhouses were featured on a PIMCO Women Summit panel: Anne-Marie Fink, CIO of Private Markets & Funds Alpha at the State of Wisconsin Investment Board; Jill Schurtz, CIO of the Minnesota State Board of Investment; and K.C. Krieger, CFA, CIO of the J. Paul Getty Trust. They shared practical guidance on navigating careers in investing that benefited colleagues at every stage of their professional journey. #WomensHistoryMonth

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Our latest insight explores how short-duration preferred securities can deliver high, stable income with reduced interest rate sensitivity—making them a powerful tool for building resilient portfolios for any rate environment.  Key highlights include: •Potential for higher income versus comparable short-duration bonds •Tax advantages that enhance after-tax yields •Consistent performance across market cycles Learn more:

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Capitalism works best when access is not limited to a few, but extended to many. In Wisconsin and across the United States, our economic strength has always come from pairing capital with people. When entrepreneurs and business owners have access to capital, trusted mentorship, and intentional development, ideas turn into companies, jobs are created, and communities grow stronger. We’ve seen it here at home: founders building from the ground up, small businesses scaling responsibly, and next-generation leaders stepping forward because someone invested early, not just with dollars, but with guidance and belief. This is the version of capitalism that moves us forward: ✅ Capital that reaches overlooked founders and emerging markets ✅ Mentorship that transfers wisdom, not just networks ✅ Development that focuses on long-term value, not short-term wins When we expand who gets access, we expand what’s possible. That’s how Wisconsin continues to punch above its weight and how the U.S. remains a place where innovation, hard work, and opportunity can still converge. The work continues. The opportunity is real. And the responsibility to build inclusive, durable growth belongs to all of us.

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In Kiplinger, Vanguard Fixed Income Client Portfolio Manager Brad Collins lists seven reasons that short and ultra-short bond ETFs can help optimize cash in client portfolios. Check out his thinking and framework for how to boost the value of cash on the sidelines: https://lnkd.in/etqNPsGV

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Changing risks call for flexible fixed income. Neuberger Berman's Strategic Income Fund (NSTLX) invests across sectors and aims for consistent income and attractive total returns with an investment grade risk profile. Learn how NSTLX puts the multi in multisector: http://spklr.io/6044BMUCy

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Check out newest SWIB Podcast Market Update and hear from Derek Drummond, CAIA, SWIB’s head of funds alpha, about the issues that have impacted the markets through the first half of the year, what we might expect in the second half of 2025, and how SWIB is working to help the Wisconsin Retirement System (WRS) remain among the nation’s most resilient pension funds. Each quarter, we talk with SWIB staff about the economy, the markets, and how the WRS trust funds are impacted. We will also discuss how SWIB is working to help the WRS remain among the nation’s most resilient pension funds – growing and protecting participants’ benefits and giving them peace of mind to focus on work, life, and the future. #WhySWIB #SWIBEdge https://lnkd.in/gxfnbNe

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