Institutional Research
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Book Review: Poor Charlie’s Almanack
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The rerelease of Charlie Munger’s bountiful wit and wisdom is a celebration
of nearly a century of success and deserves to be at the top of our reading
lists.
10 hours ago
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How does decarbonization change the fiscal equation?
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This paper explores the fiscal implications for countries of global climate
mitigation in the medium term. If climate action is unilateral, it might be
lim...
21 hours ago
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FHA First-Time Buyer Homeownership Sustainability: An Update
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An important part of the mission of the Federal Housing Administration
(FHA) is to provide affordable mortgages that both promote the transition
from renti...
21 hours ago
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TalkingPoints: S&P 500 Sector-Neutral Dividend Aristocrats Index
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While most dividend products tend to have large sector biases versus their
underlying benchmark, the S&P 500 Sector-Neutral Dividend Aristocrats Index
is d...
3 days ago
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Keeping An Eye On The Unemployment Rate As A Recession Signal
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A year ago many strategists were predicting the U.S. economy would be in a
recession by this time in 2023. Far from a recession though, the economy
continu...
1 week ago
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Tesla in November 2023 : Story twists and turns, with value consequences!
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I was planning to start this post by telling you that Tesla was back in the
news, but that would be misleading, since Tesla never leaves the news. Some
o...
4 weeks 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...
10 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...
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...
1 year 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...
2 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...
2 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.
3 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...
5 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...
5 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,...
6 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.
6 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.
6 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...
8 years ago
