Institutional Research
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The effects of export credit guarantees on firm performance
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Export credit guarantees turned 100 this year, yet they have been sparsely
studied. This column examines the causal effects of export credit
guarantees on ...
8 hours ago
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Small Business Carrying Its Weight
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According to the November release of the NFIB Small Business Optimism Index,
small businesses have a favorable view on economic growth. The index rose
2.3 ...
1 day ago
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Art Week
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361 Capital Market Commentary | December 9th, 2019 A banana duct-taped to a
wall for $120,000? There is clearly too much money in this world. With
market...
1 day ago
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Commodity Performance Over the Decade (2009-2019)
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Just 22 days left in the decade, and we’re going to use a good portion of
those to look back on some of the top performing markets, asset classes,
and alte...
1 day ago
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India's Ill-Advised Pursuit of Data Localization
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As the second largest digitally oriented country in the world, India should
rightfully be competing with the duopoly of the United States and China as
a le...
2 days ago
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Inflationary Angst
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According to the dictionary, the word angst refers to “a feeling of deep
anxiety or dread, typically an unfocused one about the human condition or
the stat...
5 days ago
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TalkingPoints: Introducing the S&P/TSX SmallCap Select Index
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Improve risk-adjusted returns in Canadian small caps by excluding companies
without a track record of positive earnings.
5 days ago
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Nine Nuggets of Rock-Solid Advice for Retirement-Age Clients
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For a secure retirement, clients need more than a large-enough nest egg.
5 days ago
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Who Pays the Tax on Imports from China?
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Tariffs are a form of taxation. Indeed, before the 1920s, tariffs (or
customs duties) were typically the largest source of funding for the U.S.
government....
2 weeks ago
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Regime Change and Value: A Follow up Post on Aramco
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In my post from a couple of days ago, I valued Aramco at about $1.65
trillion, but I qualified that valuation by noting that this was the value
before adju...
3 weeks ago
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What People Say About the Economy Can Set Off a Recession
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When will the next recession arrive?
Economists are evaluating such factors as President Trump’s endlessly
shifting tariff policy, the monetary policy of t...
2 months 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...
8 months 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...
11 months 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...
1 year 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...
1 year ago
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Trump Plays with Fire on Trade
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Our weekly commentaries provide Euro Pacific Capital's latest thinking on
developments in the global marketplace. Opinions expressed are those of the
writ...
1 year 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,...
2 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.
2 years ago
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A New Challenge to the Dollar
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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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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.
2 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...
4 years ago
