Institutional Research
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Designing regulation for digital platforms
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There is a developed public discourse on the need for more enforcement,
regulation and legislation of digital platforms. Regulating ‘gatekeeper
platforms’ ...
35 minutes ago
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Preventing the Great Fragmentation: Europe’s response to the COVID-19 economic shock
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Paolo Gentiloni, European Commissioner for Economy, will discuss
“Preventing the Great Fragmentation: Europe’s response to the COVID-19
economic shock” at ...
1 hour ago
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The Half-Life of Financial Knowledge: Glorification of Change vs. Innovative Specialization
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What is the half-life of financial knowledge and how can professional
investors win the race against it?
1 day ago
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Tail Risk Hedging, Part IV
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We’ve been talking about alternative investments that perform in a crisis
for as long as we can remember. We typically refer to these as ‘long
volatility’ ...
1 day ago
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Transition to a 1.5°C World with the S&P Paris-Aligned & Climate Transition Indices
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This paper underscores the rationale for transitioning to a 1.5°C world and
summarizes how the S&P PACT Indices could help investors achieve this, as
well ...
1 day ago
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That was a Terrible Weekend…
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361 Capital Market Commentary | June 1st, 2020 While the death of George
Floyd is horrific and the injuries and damage surrounding the weekend’s
protests...
2 days ago
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Individuals Save In April With Many Businesses Shutdown
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Last Friday's April Personal Income and Outlays report from U.S. Bureau of
Economic Analysis reported a significant month over month increase in
personal i...
2 days ago
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Why We Can’t Foresee the Pandemic’s Long-Term Effects
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Longer-term analyses of the coronavirus pandemic emphasize that there is a
good chance that it will fade within a year or two, especially if a vaccine
or e...
5 days ago
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Which Workers Bear the Burden of Social Distancing Policies?
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This analysis identifies the types of workers bearing the highest cost from
social distancing practices--an issue of great relevance for policymakers
tryin...
5 days ago
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Economics in Orbit
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The history of humanity, at least as taught in most schools, is really
about two seemingly opposite forces: human innovation and human conflict.
The same i...
5 days ago
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A Viral Market Update VIII: A Crisis Test - Value vs Growth, Active vs Passive, Small Cap vs Large!
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In the weeks since my first update on the crisis on February 26, 2020, the
markets have been on a roller coaster ride, as equity markets around the
world ...
3 weeks 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...
1 year 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...
1 year 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...
2 years 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...
2 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,...
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.
3 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
