Institutional Research
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Lessons in economics from Algeria’s victory in the Africa Cup of Nations
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Algeria’s recent victory in the Africa Cup of Nations has united a country
whose development model has frustrated its young and educated workforce.
This co...
34 minutes ago
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How Painful Can Factor Investing Get?
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More commentary from Nicolas Rabener is available at Factor Research. Sign
up for a free email subscription and have the latest research delivered to
your ...
3 hours ago
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Compensation Growth Supporting Strong Retail Sales Environment
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The market lost ground for the third consecutive week last week, down
2.93%. In spite of the recent weakness, equities continue to show
respectable returns...
10 hours ago
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What I Learned at Camp Kotok
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I am back from my 14th annual Maine fishing camp and the mood was decidedly
different this year. The private event at Leen’s Lodge is generally called
Camp...
2 days ago
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Are U.S. Tariffs Turning Vietnam into an Export Powerhouse?
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The imposition of Section 301 tariffs on about half of China’s exports to
the United States has coincided with a fall in imports from China and gains
for o...
4 days ago
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Country Risk: A Mid-year 2019 Update
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One of the consequences of globalization is that investors, analysts and
companies can no longer stay focused on just their domestic markets, but
have to a...
5 days ago
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Incorporando critérios ESG no núcleo das carteiras de investimento em todo o mundo: o S&P 500 ESG Index e mais
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Os índices ESG da S&P Dow Jones Indices foram desenvolvidos para
investidores que desejam integrar os fatores ESG em suas principais
estratégias de investi...
6 days ago
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Cracks Forming…
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361 Capital Market Commentary | August 12th, 2019 The September 1st tariffs
on the rest of China’s imports are looming large and causing the U.S.
Economy...
6 days ago
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Modern Monetary Theory Makes Sense, Up to a Point
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The term “modern monetary theory” has been talked about so much lately that
we mainstream economists need to try to understand it.
We’re having trouble, th...
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...
5 months 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...
7 months 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...
9 months ago
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VIX + Quants
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The perception out there is that VIX traders are typically cowboys—swinging
for the fences a la Mr. 50 cent or turning a small stake into millions like
the...
1 year 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...
1 year 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...
1 year 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,...
1 year 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.
1 year 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...
1 year 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.
2 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...
3 years ago
