Institutional Research
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Outlook for the US Wealth Management Industry: “The Most Exciting Time”
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[image: Outlook for the US Wealth Management Industry: "The Most Exciting
Time"]More fee-based advisers, impact investments, and a growing market for
finan...
7 hours ago
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Utilizing Global Macro Strategies
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The post Utilizing Global Macro Strategies appeared first on 361 Capital.
12 hours ago
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Greece Has Chosen, but It Doesn't Get to Decide by Itself
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The radical leftist party Syriza won the election in Greece on Sunday with
36 percent of the vote, propelled by a campaign demanding an end to tough
aust...
14 hours ago
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Crude Oil Wrapped Bacon (and Beef)
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The first month of 2015 has been anything but dull in the futures markets.
Many point to Crude’s Unbelievable sell off, or the Swiss Franc shooting up
arou...
16 hours ago
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5 Years after Firing Jeff Gundlach, TCW Rebuilds
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Once a magnet for star money managers, Los Angeles–based TCW has created a
successful investment formula by instead focusing on teams.
17 hours ago
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Global Equity Market Watch - January 2015
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The *Global Equity Market Watch* is a monthly publication that looks at
global equity markets through the lens of the Barra Global Equity Model
(GEM2). I...
18 hours ago
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Cross-border financial linkages: Identifying and measuring vulnerabilities
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There has been spectacular growth in cross-border financial linkages over
the last 20 years. Moreover, boom-bust cycles in international financial
flows...
1 day ago
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How Global Interest Rates Deceive Markets
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“You keep on using that word. I do not think it means what you think it
means.” – Inigo Montoya, The Princess Bride “In the economic sphere an act,
a habit...
1 day ago
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Last Week in Volatility Indexes and ETPs – 1/25/2015
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Last week was another roller coaster ride for the equity market and
subsequently the volatility markets. The VXST – VIX – VXV – VXMT volatility
curve shift...
1 day ago
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Reflecting Back…
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As I drove home from Vermont the other day on Martin Luther King Day, I
thought about past MLK Days,... [ Read More ]
1 day ago
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Investor Letter Winter 2014: Expectations In The Coming Year
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We recently published our final Investor Letter for 2014. In the letter we
take a look at the market and economy in 2014 and our outlook for 2015. As
we co...
2 days ago
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Davos Participants Look to U.S. for Growth Amid Uncertainty
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Chinese Premier Li Keqiang delivered a confident address at the World
Economic Forum, where Russian President Vladimir Putin was a no-show.
3 days ago
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Tsunamis Most Often Come Without Warning
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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
wri...
3 days ago
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Company Notes Digest 1.23.15
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Each week I read dozens of transcripts from earnings calls and
presentations as part of my investment process. Below are some of the most
important […]
...
4 days ago
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Underwater Properties Decreasing as Equity Rises
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RealtyTrac® released today its U.S. Home Equity & Underwater Report for
the fourth quarter of 2014, showing that at the end of the year there were
7,052,5...
4 days ago
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Looking for a potential alternative to bonds? Look no further.
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For those investors intent on finding an alternative to bonds, the pickings
currently appear slim, in Russell’s view.
4 days ago
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Switzerland Wins As Its Central Bank Surrenders
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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
wri...
6 days ago
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Just Released: January Business Leaders Survey Indicates Regional Business Conditions Are Finally Back to Normal
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The New York Fed’s January Business Leaders Survey indicates that the regional economy kicked off the New Year on a positive note.
1 week ago
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FA Talks: Two Sides of the Same Coin?
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Emily Wellikoff recently chatted with Michael McClary, Chief Investment
Officer at TOPS®/ ValMark Advisers, to get his perspective on managing
volatility.
1 week ago
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2015 ESG Trends to Watch
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[image: jpg_msci_esgtrendstowatch_300x250_without.jpg]*Happy New Year from
all of us at MSCI ESG Research!*
If 2014 was any guide, there is a shortening ...
2 weeks ago
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A Contrarian View of Emerging Markets
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An interview with Brian Singer, head of dynamic allocation strategies at
William Blair in Chicago.
3 weeks ago
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Up, up and away! A crowd-valuation of Uber!
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In June 2014, I tried to value Uber and arrived at an estimated value for
the firm of $6 billion, an impressive number for a young firm, but well
below the...
1 month ago
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Good Poker Players Aren't Lucky
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An Idaho court rules that poker is a game of skill, not a game of chance
like craps or roulette. If card players are lucky, maybe the Justice
Department wi...
8 months ago
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Economix Meets the Gales of Change
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Economix is coming to an end, but it will be succeeded by The Upshot, a new
politics, policy and economics site.
9 months ago
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Friday Fun: Read the Fine Print
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A Russian man didn’t like the terms offered to him by a local credit card
company, so he took it upon himself to make them more favorable: But
instead of r...
1 year ago
