Commentary

Are Your Clients Prepared For a Potential Recession?

Let’s face it, the last three years have been challenging for investors.

Commentary

Do You Know Where Your Carbon Reduction is Coming From?

With the ever-increasing need to decarbonize our global economy, investors are now focused not only on the why behind decarbonizing, but also the how.

Commentary

Q3 2022 Global Market Outlook

It’s been a tough first half of the year, with the MSCI All Country World Index down by 21.7% and the Bloomberg Global Treasury benchmark losing about 9% as of June 17.

Commentary

Will the Inflation Reduction Act of 2022 increase taxes?

The world of politics and political maneuvering never ceases to amaze us.

Commentary

What’s the Early Read on Q2 Earnings Season?

On the latest edition of Market Week in Review, Chief Investment Strategist for North America, Paul Eitelman, and Research Analyst Laura Bardewyck reviewed early results from second-quarter earnings season.

Commentary

When It Comes to Portfolio Transitions, Minutes Matter

As institutional investors, we most often represent risk as annual standard deviation or tracking error. But when we implement changes in our portfolios, the real-time risk happens much faster.

Commentary

What is Holding Back China Stimulus?

One of the vexing questions for China watchers has been the lack of stimulus delivered, despite the maintenance of the government’s 5.5% GDP target for 2022 (although there is skepticism around the ability to reach that 5.5%).

Commentary

Direct Indexing: An Efficient Way to Turn Tax Losses Into Tax Assets

While a direct indexing strategy is a great addition to an investor’s portfolio, you’ll want to ensure your clients are properly diversified and also poised to reap the benefits of active management, while recognizing that active management doesn’t generate as many tax losses as tracking the index does.

Commentary

2022 Global Market Outlook – Q3 update: Fear of the known

Recession fears and central-bank tightening are driving market volatility.

Commentary

June Swoon: U.S. Stocks Slip Into Bear-market Territory As Inflation Concerns Rattle Investors

After months of hand-wringing, U.S. indexes are now in bear-market territory across the board, down 20% from their most recent highs.

Commentary

Bank Of Canada Lifts Rates By 50 Basis Points Again. Is an Even Steeper Increase in the Cards?

On the latest edition of Market Week in Review, Director of Investment Strategies, Shailesh Kshatriya, and Director of Institutional Investment Solutions, Greg Coffey, discussed the recent PMI (purchasing managers’ index) readings from China and the U.S.

Commentary

Responsible Investing Roadmap: Part 1

There is increasing awareness among investors of the important role that responsible investing plays in a well-diversified portfolio.

Commentary

Top 10 Things Tax-Smart Advisors Do After Tax Day

Tax Day has come and gone.

Commentary

Key Reasons Why Investor Interest in Private Markets Continues to Grow

Investor interest and participation in private markets continues to grow.

Commentary

How To Use Alternative Assets For Refuge In Uncertain Times

With the world economy still recovering from the COVID-19 pandemic and now dealing with the Ukraine-Russia crisis, markets face a great deal of uncertainty.