A Confident Consumer
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The Conference Board's Tuesday report on consumer confidence suggests
economic activity in this third quarter remains robust. The July consumer
confidence ...
9 hours ago
Institutional Research
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Current Challenges and Opportunities For Agricultural Negotiations at the World Trade Organization (WTO) - Thank you for the invitation to join you at the 61st Annual Board of Delegates Meeting of the U.S. Grain Council, and to address the very topical issue of ...11 hours ago
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A policy framework for achieving negative emissions - To limit climate change, the world may eventually need to remove more carbon from the atmosphere than it puts in. However, carbon pricing, which is usually...18 hours ago
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The Future of AI and Big Data: Three Concepts - Andrew Lo and Ajay Agrawal explore how biases, regulations, and economics and wealth distribution will shape the future of fintech.21 hours ago
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The Zomato IPO: A Bet on Big Markets and Platforms! - Zomato, an Indian online food-delivery company, was opened up to public market investors on July 14, 2021, and its market debut is being watched for clu...
6 days ago -
Intraday Timing of General Collateral Repo Markets - Kevin Clark, Adam Copeland, R. Jay Kahn, Antoine Martin, Mark Paddrik, and Benjamin Taylor Market participants have often noted that general collateral (GC...2 weeks ago
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July 2021 Edition: Bulls (Still) Deserve Benefit of Doubt | No Signs of Stress, But… | The Dashboard: Neutral and Weakening | A House (er Market) Divided | Is Breadth a Problem? | A Very Unusual Market | Growth Back In Favor - NAAIM Speaks is monthly newsletter containing market insights and analysis from NAAIM member firms. “Speaks” is designed to provide a... [ Read More ]2 weeks ago
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Asset Class Scoreboard – H1 2021 - 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...2 weeks ago
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Comparing Iconic Indices: The S&P 500 and DJIA - Looking past the similar performances of these index icons, we explore the differences in index construction.5 weeks ago
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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...1 month ago
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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...3 months ago
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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.11 months ago
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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...2 years ago
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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...2 years ago
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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...2 years ago
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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...3 years ago
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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...3 years ago
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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,...3 years ago
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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.3 years ago
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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...3 years ago
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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.4 years ago
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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...5 years ago
