Lotfi Karoui

Stay tuned after the conclusion of the podcast for additional important information.

Welcome back, Balanced Portfolio, by Lotfi Karoui and Michael Puempel.

For much of the past decade and a half, investors saw little reason to favor bonds over equities.

Yields were low and returns were muted, especially in passive strategies.

Stay tuned after the conclusion of the podcast for additional important information.

How a K-Shaped Economy Affects Opportunities in Asset-Based Finance by Lotfi Karoui and Tiffany Wilding.

Not all U.S. consumers are experiencing today's economy the same way.

Wealthier households continue to benefit from rising asset prices and solid earnings growth, while lower-income families are still absorbing the effects of years of elevated costs and tighter lending standards.