Institutional Research
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Rising cereal prices and political violence in the croplands of Africa
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We tend to associate rioting and mass protest with cities, but a surge in
agricultural commodity prices can incite social unrest in rural areas as
well. Th...
3 hours ago
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A Follow up on Inflation: The Disparate Effects on Company Values!
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In my last post, I discussed how inflation's return has changed the
calculus for investors, looking at how inflation affects returns on
different asset c...
1 day ago
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Book Review: Asset Allocation
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William Kinlaw, Mark Kritzman, and David Turkington offer advice on a wide
range asset allocation topics, backing up their recommendations with solid
quant...
1 day ago
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Next steps for US-EU trade and tech cooperation
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The US-EU Trade and Technology Council will hold its second high-level
meeting in Paris on May 16. What has happened since its creation six months
ago? Imp...
3 days ago
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Global Supply Chain Pressure Index: May 2022 Update
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Supply chain disruptions continue to be a major challenge as the world
economy recovers from the COVID-19 pandemic. Furthermore, recent
developments relate...
3 days ago
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InsuranceTalks: An Optimized Approach to Managing Risk
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See what the S&P Risk Control Indices can offer practitioners in the
insurance space.
4 days ago
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Record Number Of Small Businesses Not Expecting Better Business Conditions
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The National Federation of Independent Businesses reported no change in the
Small Business Optimism Index for April, remaining at 93.2. However, small
busi...
1 week ago
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Inflation Is Not a Simple Story About Greedy Corporations
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The word “Bidenflation” appeared in the news last summer, politicizing
inflation and assigning blame for it. By December, the Consumer Price Index
had rise...
3 months ago
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Hello world!
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Welcome to WordPress. This is your first post. Edit or delete it, then
start writing!
4 months 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...
10 months 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...
11 months ago
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حجر هاشمي هيصم: هل هو افضل انواع احجار تشطيب الواجهات؟
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الحجر الهاشمى هيصم: هل هو افضل انواع احجار الديكور؟ يعتبر حجر هاشمى هيصم من
بين أنواع الحجر الهاشمي الأفضل على الإطلاق، خاصة وأنه يمتلك الكثير من
المواصفات...
1 year 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.
1 year 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...
3 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...
3 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...
3 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...
4 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,...
4 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.
4 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.
5 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...
6 years ago