Institutional Research
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Suddenly Single: How to Plan with Female Clients
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We all start out single and most women, whether they marry or not, will end
up that way. Barbara Stewart, CFA, considers the implications.
2 hours ago
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Combating Inequality: Rethinking Policies to Reduce Inequality in Advanced Economies
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The Peterson Institute for International Economics (PIIE) will hold a major
conference on "Combating Inequality: Rethinking Policies to Reduce
Inequality i...
13 hours ago
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Just Released: Introducing the SCE Public Policy Survey
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Kosar, Smith, and van der Klaauw introduce the SCE Public Policy Survey and
highlight some of its features.
15 hours ago
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The impacts of private provision of Medicaid
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There is much debate, and nowhere more than in the US, about whether public
services such as healthcare should be provided by private companies, which
may ...
23 hours ago
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Investment Loss Calculator
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With market uncertainty, those nearing retirement may not have time to
rebound from significant losses in a market downturn. Too many investors
fail to r...
1 day ago
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Advisor Implementation of ESG
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How does ESG work in purpose-built portfolios? Mona Naqvi of S&P DJI takes
a closer look at the myth of the ESG performance trade-off while exploring
what ...
3 days ago
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A China Trade Deal: Reset Higher In Market And Economic Expectations
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The equity market ended this past week on an upbeat note, reacting
positively to a China/U.S. trade deal. In looking at the Dow Jones
Industrial Average In...
4 days ago
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IPO Lessons for Public Market Investors
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This year, I have found myself returning repeatedly to the IPO well, as
high profile companies have chosen to go public, and like a moth to a
flame, I have...
6 days ago
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Our Nuts Are in Danger
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Life would be so much easier if we didn’t have to worry about our financial
futures. Though I suppose we don’t have to worry. Animals don’t. Squirrels
inst...
6 days ago
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A Big List of Alternative Investment Folks on Twitter
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We all love listicles, amiright? Well this particular listicle is our
favorite because it gives an in-depth look at the Fintwit world and who is
talking Al...
1 week 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...
4 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...
7 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...
9 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...
11 months 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,...
1 year 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
