Institutional Research
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Rethinking Research: Private GPTs for Investment Analysis
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This chatbot-style tool allows investment analysts to query complex
research materials in plain language without ever exposing sensitive data.
1 day ago
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Who Lends to Households and Firms?
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The financial sector in the U.S. economy is deeply interconnected. In our previous
post, we showed that incorporating information about this network of
fin...
1 day ago
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Unpacking the consequences of the new US tax and budget legislation
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Jason Furman, Joshua D. Rauh, Kimberly Clausing, and Maurice Obstfeld share
their perspectives on the recent Republican budget legislation, referred to
as ...
4 days ago
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Markets in a Minute - Like a Rocket
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Week Ending July 3rd - The S&P 500 closes at all time highs, just in time
for the patriotic festivities.
1 week ago
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The (Uncertain) Payoff from Alternative Investments: Many a slip between
the cup and the lip?
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It is true that most investing lessons are directed at those who invest
only in stocks and bonds, and mostly with long-only strategies. It is also
true...
4 weeks ago
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What Should I Buy for My First Ski Trip?
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First ski trip, hey? Giddy-up! Whether you’re eyeing Mt Buller, Perisher,
or planning to cross the ditch for a crack at Queenstown, I reckon you’re
in fo...
1 month ago
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Demystifying Volatility-Controlled Indices
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Learn what volatility-controlled indices are, their general mechanics, and
the potential benefits they provide to the insurance ecosystem.
1 year 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...
2 years 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...
4 years 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...
4 years 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.
4 years ago
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Now Available: Narrative Economics
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From Nobel Prize–winning economist and New York Times bestselling author
Robert Shiller, a new way to think about how popular stories help drive
economic ...
5 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...
6 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...
6 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...
6 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...
7 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,...
7 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.
7 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.
8 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...
9 years ago
