Wall Street Currents

State capacity and development clusters - The determinants of economic development have been debated for many years. However, some of these determinants have been hard to measure internationally. T...

Sowing the Seeds of AI Strategies with Howard Siow of Taaffeite Capital Management - Artificial Intelligence is a hot topic in every walk of life, and perhaps no more so than in the world of hedge funds and alternative investments. Howard...

Aligning Income with ESG: The S&P ESG Dividend Aristocrats® - In this paper, we explore S&P DJI’s innovative approach to incorporating ESG into the S&P Dividend Aristocrats Series.

Decoding the FOMC's surprise change in rate expectations for 2023 - Much of the immediate post-game analysis since the end of the June meeting of the Federal Open Market Committee (FOMC) has centered on the fact that the me...

June Edition: About That Inflation Problem | Froth and Greed Are Back | Is Sideways the New Down? | The Message From the NAAIM Indicator Wall | The Trend Is Still Your Friend | Where Do Stocks Go From Here? | The NAAIM Dynamic Allocation Model | The Breaking Point | Rotating Back To Growth? | The NAAIM Member Exposure Index - NAAIM Speaks is monthly newsletter containing market insights and analysis from NAAIM member firms. “Speaks” is designed to provide a... [ Read More ]

Out of the House and Time to Travel - Author: David Templeton, CFA, Principal and Portfolio Manager More states and countries are experiencing much reduced Covid-19 cases and are reopening thei...

A Framework to Drive ESG Financial Discipline - ESG isn’t non-financial information, but rather pre-financial information.

The Rise of SPACs: IPO Disruptors or Blank Check Distortions? - For decades, the process that companies in the United States have used to go public has followed a familiar script. The company files a prospectus, provi...

Analytic Global Alpha Model - Analytic Global Alpha Model Global Factor allocation Five years ending March 31, 2021 Past performance is not indicative of future results. For investmen...

Sophisticated and Unsophisticated Runs - In March 2020, U.S. prime money market funds (MMFs) suffered heavy outflows following the liquidity shock triggered by the COVID-19 crisis. In a previous p...

Looking Back at the First Roaring Twenties - We are in a second Roaring Twenties, or so you might think, from the countless comments suggesting that we are entering an exuberant decade that echoes t...

Light in the COVID Tunnel - 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.

The Case for Avoiding U.S. Stocks and Buying Asia Instead - 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...

Elevate your discovery process to help win great clients - 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...

Company Notes Digest 11.05.18 - 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...

Brackets and Defense – LOVOL and VXTH Indexes (that Bought VIX Calls) Had Lower Volatility - 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...

Trump Plays with Fire on Trade - Our weekly commentaries provide Euro Pacific Capital's latest thinking on developments in the global marketplace. Opinions expressed are those of the writ...

Home Equity Wealth at New High - 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,...

Former Morgan Stanley Executive to Expand Rockefeller Capital Management - Gregory Fleming, formerly with Morgan Stanley, will expand Rockefeller Capital Management’s asset and wealth management businesses.

A New Challenge to the Dollar - Our weekly commentaries provide Euro Pacific Capital's latest thinking on developments in the global marketplace. Opinions expressed are those of the writ...

Econophysics of Business Cycles: Aggregate Economic Fluctuations, Mean Risks and Mean Square Risks (arxiv.org) -

Robots Expose Firms to Compliance Risks - Pressure to cut costs by replacing humans with robots may end up hurting firms if they’re not careful, PwC says.

MSCI Risk Monitor: RiskMetrics Europe - October 2015 - 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...