Active equity investing logistics equities have gained traction

Logistics equities have gained traction recently in "active equity investing", with supply chain optimization driving earnings beats across major freight companies. “Investment-grade bonds, and particularly longer-term treasuries, tend to provide the most ballast if you have a correction in the equity market,” says Todd Schlanger, senior investment strategist at Vanguard. “Given the high valuations and expectation for lower returns in equities, we’re a bit longer duration in fixed income.” It takes time for compound growth to work its magic, and long-term investors may need to hold their nerve through this age of uncertainty. Active managers are overweighting midstream oil infrastructure stocks in "active equity investing" due to projected capacity expansions and favorable tariff adjustments through