3 hours ago
Institutional Research
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A Policy Error Could Trip Up Stocks - Broadly investors have enjoyed strong returns in stocks over the past two years, the S&P 500 Index returned 31.5% in 2019 and 18.4% in 2020. Last year's ...
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Choice and outcomes in deceased donor kidney assignment - In the US, most patients who need a kidney transplant must participate in a centralised deceased-donor kidney allocation mechanism. The allocation system s...19 hours ago
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Gold, Gas, and Global Inflation with Diego Parrilla of Quadriga Asset Managers - 2020 was ruled by global macro events – are we looking at the same fate in 2021? Our guest today can talk not only global macro, but also volatility, bon...2 days ago
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Settling the Boeing-Airbus dispute can deliver an early win for Biden's agenda - President-elect Joseph Biden has repeatedly vowed to restore cooperation in transatlantic relations after President Donald Trump’s economic and political c...2 days ago
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Discretionary and Nondiscretionary Services Expenditures during the COVID-19 Recession - The coronavirus pandemic and the various measures to address it have led to unprecedented convulsions to the U.S. and global economies. In this post, I exa...2 days ago
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Active Success: Investing Lessons from Odysseus - With his patience and preparation, Odysseus would have made a great investor.3 days ago
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Marking Time: A new year, a fresh semester and its class time! - As we approach the turn of the calendar year, I have my own set of rituals that prepare me for the new year. Last week, was my data week, where I downloa...
5 days ago -
InsuranceTalks: Participating and Protecting Using Dividends - Join Joyana Pilquist from American Equity Investment Life Insurance Company to discuss what considerations are top of mind when considering what index will...6 days ago
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Sit, Stop and Read… - 361 Capital Market Commentary | January 11th, 2021 Never in my life had I read that much news, research, and content in one week. Probably not even durin...6 days ago
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Are P/E’s a Problem? | Decembers With a New Party in Power | What is The State of the Recovery? | Where Is The Eye-Roll Emoji? | The Trend Is Your Friend | All Bets Could Be Off If… | Still Okay to be Bullish? | More Room To Run? | Active Managers Enjoying The Ride - NAAIM Speaks is monthly newsletter containing market insights and analysis from NAAIM member firms. “Speaks” is designed to provide a... [ Read More ]5 weeks ago
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Making Sense of Sky-High Stock Prices - Many have been puzzled that the world’s stock markets haven’t collapsed in the face of the COVID-19 pandemic and the economic downturn it has wrought. Bu...1 month 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.4 months 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...1 year 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...2 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...2 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...2 years ago
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Trump Plays with Fire on Trade - Our weekly commentaries provide Euro Pacific Capital's latest thinking on developments in the global marketplace. Opinions expressed are those of the writ...2 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,...3 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.3 years ago
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A New Challenge to the Dollar - Our weekly commentaries provide Euro Pacific Capital's latest thinking on developments in the global marketplace. Opinions expressed are those of the writ...3 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.3 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...5 years ago
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