The Auto Sector’s Green Transition: Three Roads to Lower Returns?
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Are investors fully factoring in enough investment risk from the green
transition?
3 hours ago
Institutional Research
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The New York Fed DSGE Model Forecast— September 2023 - This post presents an update of the economic forecasts generated by the Federal Reserve Bank of New York’s dynamic stochastic general equilibrium (DSGE) mo...7 hours ago
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To diversify supply chains, IPEF countries need to reverse past trends - The members of the Indo-Pacific Economic Framework (IPEF)—Australia, Brunei, Fiji, India, Indonesia, Japan, the Republic of Korea, Malaysia, New Zealand, ...1 day ago
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Putting the (Insta)cart before the (Grocery) horse: A COVID Favorite's Reality Check! - After years of rumors of an imminent IPO, Instacart has finally filed for a public offering of it’s shares, aspiring to raise about $600 million from mar...2 days ago
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September 2023 Edition: Stocks Sticking to the Script | Bulls Not Convincing, Yet | Taking a Break | Message From the NAAIM Indicator Wall | Waiting on Additional Information | Good News: Momentum Still Positive | Cloudy With a Chance of Sunshine | On the 50! - NAAIM Speaks is monthly newsletter containing market insights and analysis from NAAIM member firms. This newsletter is designed to provide... [ Read More ]1 week ago
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TalkingPoints: Tracking Covered Calls in the Australian Stock Market - The S&P/ASX Buywrite Index seeks to track a theoretical covered call strategy, which refers to an option strategy in which the investor selling call option...2 weeks ago
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An Equity Market In A Pullback - The S&P 500 Index closed at a 2023 high on July 31, but since then the market is down -4.8% in the first three weeks of August. A pullback is not a surpris...4 weeks ago
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تركيب واجهات حجر هاشمي بافضل الاسعار - تركيب واجهات حجر هاشمي بافضل الاسعار من واجهات حجر هاشمى , بواجهات حجر هاشمى , يستخدم حجر هاشمي واجهات فى مختلف الديكورات واعمال البناء والتشطيب , يضفي حجر...8 months ago
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FOMO Helped Drive Up Housing Prices in the Pandemic. What Can We Expect Next? - Existing home prices in the United States soared 45 percent from December 2019 to June 2022, when Covid emerged and then gripped the nation. That rate of...11 months ago
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Divest or engage? - When pension giant ABP faced protests about its fossil fuel investment strategy, did it choose to exert pressure on oil companies or divest from them? Jeff...1 year ago
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Hello world! - Welcome to WordPress. This is your first post. Edit or delete it, then start writing!1 year 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 years 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...2 years 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.3 years 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...4 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...4 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...4 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...5 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,...5 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.5 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.6 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...7 years ago
