Institutional Research
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Breaching the debt ceiling is not the same as a government shutdown. Its consequences could be dire.
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On January 19, 2023, US Treasury Secretary Janet Yellen told Congress that
the United States had reached its current debt ceiling of $31.381 trillion
and b...
1 day ago
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Is Warren Buffett About to Become Greedy?
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As in prior crisis periods for the banks, like the 2008/2009 financial
crisis, some investors used the crisis to structure favorable deals. One
such invest...
1 day ago
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Myth-Busting: The Economy Drives the Stock Market
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How much does the state of the economy really matter to stock market
performance?
3 days ago
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InsuranceTalks: Incorporation of Sustainability
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What is the role of climate change in insurance portfolios?
5 days ago
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Is Your Apartment Breaking because Your Landlord Is Broke?
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Thirty-one percent of housing units in the United States are rental units,
and rental housing is unique because unlike in the case of homeownership,
renter...
1 week ago
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Data Update 7 for 2023: Dividends, Buybacks and Cash Flows
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This is the last of my data update posts for 2023, and in this one, I will
focus on dividends and buybacks, perhaps the most most misunderstood and
misplay...
1 week ago
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تركيب واجهات حجر هاشمي بافضل الاسعار
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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...
2 months ago
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FOMO Helped Drive Up Housing Prices in the Pandemic. What Can We Expect Next?
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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...
5 months ago
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Divest or engage?
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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...
7 months ago
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Hello world!
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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
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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...
1 year ago
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Analytic Global Alpha Model
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Analytic Global Alpha Model Global Factor allocation Five years ending
March 31, 2021 Past performance is not indicative of future results. For
investmen...
1 year ago
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Light in the COVID Tunnel
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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.
2 years 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...
4 years 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...
4 years 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...
4 years 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...
4 years 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,...
5 years 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.
5 years 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.
5 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...
7 years ago
