Institutional Research
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Climbing the Ladder in Finance: The PIE Framework for Investment
Professionals
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Promotions require more than just hard work and results. By mastering the
PIE framework, you’ll position yourself for long-term career success.
15 hours ago
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Do Import Tariffs Protect U.S. Firms?
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One key motivation for imposing tariffs on imported goods is to protect
U.S. firms from foreign competition. By taxing imports, domestic prices
become rela...
1 day ago
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The Siren Song of Sustainability: The Theocratic Trifecta's Third Leg!
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You might know, by now, of my views on ESG, which I have described as
an empty acronym, born in sanctimony, nurtured in hypocrisy and sold with
sophi...
3 weeks ago
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Play Golf at Anglesea Golf Club: Golfing by the Coast
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Do you want a golfing experience that is scenic and captures the beauty of
the Australian coast? Anglesea Golf Club offers an amazing opportunity to
play...
2 months ago
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Demystifying Volatility-Controlled Indices
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Learn what volatility-controlled indices are, their general mechanics, and
the potential benefits they provide to the insurance ecosystem.
8 months ago
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The US debate about the final Basel III Accord
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In July 2023, US bank regulatory agencies published regulatory proposals
known as the Basel III Endgame, transposing the final agreement made in the
Basel ...
11 months ago
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FOMO Helped Drive Up Housing Prices in the Pandemic. What Can We Expect
Next?
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Existing home prices in the United States soared 45 percent from December
2019 to June 2022, when Covid emerged and then gripped the nation. That
rate of...
2 years ago
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Divest or engage?
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When pension giant ABP faced protests about its fossil fuel investment
strategy, did it choose to exert pressure on oil companies or divest from
them? Jeff...
2 years ago
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Asset Class Scoreboard – H1 2021
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The Q2 numbers are in – and there’s just no stopping commodities, it
seems, as they put in another three months of gains to lead all assets YTD
as we hi...
3 years ago
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Analytic Global Alpha Model
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Analytic Global Alpha Model Global Factor allocation Five years ending
March 31, 2021 Past performance is not indicative of future results. For
investmen...
3 years ago
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Light in the COVID Tunnel
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If you ever think you just can’t win, I know how you feel. I’m labeled both
a doomsayer and a Pollyanna—sometimes in reaction to the same letter.
4 years ago
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The Case for Avoiding U.S. Stocks and Buying Asia Instead
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CLSA strategist Christopher Woods lays out his views on Asian emerging
markets and the potential Trump trade deal with China—and says why the U.S.
is his l...
5 years ago
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Elevate your discovery process to help win great clients
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As an advisor, honing your skills in asking the deep discovery questions
sets the tone for a superior client experience. These simple steps may help
you bu...
5 years ago
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Company Notes Digest 11.05.18
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Each week we read dozens of transcripts from earnings calls and
presentations as part of our investment process. Below is a weekly post
which contains some...
6 years ago
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Brackets and Defense – LOVOL and VXTH Indexes (that Bought VIX Calls) Had
Lower Volatility
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Over the past two months, there has been increased interest in (1)
portfolio protection strategies (2) learning more about prudent uses of
VIX® futures and...
6 years ago
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Home Equity Wealth at New High
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The latest flow-of-funds data from the Federal Reserve confirmed that
home-equity wealth reached a new nominal high this year: $13.9 trillion at
mid-2017,...
7 years ago
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Former Morgan Stanley Executive to Expand Rockefeller Capital Management
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Gregory Fleming, formerly with Morgan Stanley, will expand Rockefeller
Capital Management’s asset and wealth management businesses.
7 years ago
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Robots Expose Firms to Compliance Risks
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Pressure to cut costs by replacing humans with robots may end up hurting
firms if they’re not careful, PwC says.
7 years ago
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MSCI Risk Monitor: RiskMetrics Europe - October 2015
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Under a standard RiskMetrics forecasting model, this monthly Risk Monitor
reports on the evolution of risk forecasts for 12 key risk factors chosen
for t...
9 years ago