Institutional Research
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A Policy Error Could Trip Up Stocks
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Broadly investors have enjoyed strong returns in stocks over the past two
years, the S&P 500 Index returned 31.5% in 2019 and 18.4% in 2020. Last
year's ...
3 hours ago
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Choice and outcomes in deceased donor kidney assignment
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In the US, most patients who need a kidney transplant must participate in a
centralised deceased-donor kidney allocation mechanism. The allocation
system s...
19 hours ago
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Gold, Gas, and Global Inflation with Diego Parrilla of Quadriga Asset Managers
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2020 was ruled by global macro events – are we looking at the same fate in
2021? Our guest today can talk not only global macro, but also volatility,
bon...
2 days ago
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Settling the Boeing-Airbus dispute can deliver an early win for Biden's agenda
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President-elect Joseph Biden has repeatedly vowed to restore cooperation in
transatlantic relations after President Donald Trump’s economic and
political c...
2 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...
2 days ago
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Active Success: Investing Lessons from Odysseus
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With his patience and preparation, Odysseus would have made a great
investor.
3 days ago
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Marking Time: A new year, a fresh semester and its class time!
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As we approach the turn of the calendar year, I have my own set of rituals
that prepare me for the new year. Last week, was my data week, where I
downloa...
5 days ago
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InsuranceTalks: Participating and Protecting Using Dividends
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Join Joyana Pilquist from American Equity Investment Life Insurance Company
to discuss what considerations are top of mind when considering what index
will...
6 days ago
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Sit, Stop and Read…
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361 Capital Market Commentary | January 11th, 2021 Never in my life had I
read that much news, research, and content in one week. Probably not even
durin...
6 days 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