Institutional Research
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The timing of parents’ income is as important for children as a single measure of parents’ income
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Parents’ income can affect a child’s earnings later in life but most
empirical studies of intergenerational mobility collapse the childhood
years into a si...
9 hours ago
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Foundation For Slower Economic Growth Being Laid, Stocks Still Work
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In our Winter 2020 Investor Letter released earlier this month, our firm
indicated our real GDP growth expectation for this year is in the mid
single dig...
21 hours ago
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Wisdom from the Wizard Maker with Jack Schwager
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Welcome to the Wizarding World of Market Wizards – and today’s special
guest is head wizard who wrote the actual books on market wizards, Jack
Schwager. ...
1 day ago
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Ensemble Active Management: The Blueprint for Rescuing Active Management
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Could EAM generate enough added alpha for active management to reclaim its
edge over passive?
1 day ago
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Data Update 2 for 2021: The Price of Risk!
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Investors are constantly in search of a single metric that will tell them
whether a market is under or over valued, and consequently whether they
should ...
3 days ago
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FAQ: S&P IPSA ESG Tilted Index
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The S&P IPSA ESG Tilted Index is an S&P DJI ESG Score-weighted, broad-based
index that seeks to measure the performance of stocks meeting
sustainability cr...
3 days ago
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The Handoff
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361 Capital Market Commentary | January 19th, 2021 It would be a tough
position to be short the U.S. markets going into this new Administration.
The Fede...
4 days ago
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Discretionary and Nondiscretionary Services Expenditures during the COVID-19 Recession
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The coronavirus pandemic and the various measures to address it have led to
unprecedented convulsions to the U.S. and global economies. In this post, I
exa...
1 week ago
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International economic challenges for the President-elect: Trade, China, the dollar, and pandemic recovery
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Adam S. Posen discussed the policy challenges facing the incoming Biden
administration in the international economic realm at a virtual event held
by the R...
1 week ago
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Making Sense of Sky-High Stock Prices
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Many have been puzzled that the world’s stock markets haven’t collapsed in
the face of the COVID-19 pandemic and the economic downturn it has wrought.
Bu...
1 month 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 months 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...
1 year 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...
2 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...
2 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...
2 years ago
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Trump Plays with Fire on Trade
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Our weekly commentaries provide Euro Pacific Capital's latest thinking on
developments in the global marketplace. Opinions expressed are those of the
writ...
2 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,...
3 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.
3 years ago
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A New Challenge to the Dollar
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Our weekly commentaries provide Euro Pacific Capital's latest thinking on
developments in the global marketplace. Opinions expressed are those of the
writ...
3 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.
3 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...
5 years ago