4 hours ago
Institutional Research
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Manufacturers' Optimism At Record High Too - Last week I noted the NFIB Small Business Optimism Index reached the second highest level in its 45 year history. As a follow on, the National Association ...
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Alternative Links: SEC Managed Futures Mutual Fund Rule - Managed futures mutuals face fresh SEC derivatives rule9 hours ago
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Euro area reform cannot ignore the monetary realm - The authors of the recent CEPR Policy Insight argue that the euro area needs an alternative to the current system of fiscal rules and financial penalties t...19 hours ago
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Canadian ETFs: Capturing Investors’ Mind Space - Where are ETFs headed in Canada and around the world? Peter Haynes, CFA, weighs in.1 day ago
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At the New York Fed: Conference on the Effects of Post-Crisis Banking Reforms - The financial crisis of 2007-08 and the ensuing recession, the most severe since the 1930s, prompted a wave of regulatory reforms: tighter bank capital and...1 day ago
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Alternatives During Drawdown Periods - 361 Global Long/Short Equity Fund This chart illustrates how different alternative categories performed during the three largest market drops over drawdo...2 days ago
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Trump, China, and Tariffs: From Soybeans to Semiconductors - After weeks of on-again off-again threats, the Trump administration on June 15 produced its list of specific Chinese products on which it soon plans to imp...2 days ago
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5 Global Stock Picks for Bargain Hunters - The Dodge & Cox Global Stock fund likes Itaú Unibanco, Naspers, and Sanofi, among others5 days ago
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The Pension Train Has No Seat Belts - In describing various economic train wrecks these last few weeks, I may have given the wrong impression about trains. I love riding the train on the East C...5 days ago
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Summer reading (and listening) for advisors - Getting your summer reading list together? Here are our recommendations.2 weeks ago
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Tulane University Professors Win the 2018 NAAIM Founders Award and $5,000 - Littleton, CO – May 7, 2018 – Professors Shuoyuan He and Gans Narayanamoorthy of Tulane University in New Orleans, LA,... [ Read More ]2 weeks ago
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User and Subscriber Businesses: The Good, the Bad and the Ugly! - In a series of posts over the course of the last year, I argued that you can value users and subscribers at businesses, using first principles in valuation...
3 weeks ago -
The Old Allure of New Money - Practically no one, outside of computer science departments, can explain how cryptocurrencies work, and that mystery creates an aura of exclusivity, gives ...4 weeks ago
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Company Notes Digest 05.13.18 - 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...5 weeks 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 months 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...3 months ago
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Science-Based Targets: How Aligning Carbon Reduction Targets With Climate Science Can Drive Business Growth - Science-based targets (SBTs) are environmental performance targets that are set to align business objectives with scientific evidence on the planet’s abili...6 months 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,...7 months 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.8 months 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...8 months 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.1 year 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...2 years ago
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