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Market Outlooks
Student of the Market: February
Stay on top of the changing market environments by learning from their historical parallels.
Market Outlooks
Global Perspectives: A Contrarian Approach through the COVID Recovery
Curated content for RIAs.
How an independent mindset has shaped this manager's investment approach through a volatile ‒ and unique ‒ COVID environment.
Macroeconomic & Geopolitical
The Inflation Conversation: Preparing Your Clients For The Potential Impact To Their Financial Portfolios
As inflation increasingly becomes a topic of speculation in the media, it may be top of mind for your clients. Will global economies continue to battle COVID-related setbacks?
Market Outlooks
Weekly Macro Update: What Will Kill This Market?
This piece is approved to use with clients.
Something will at some point, but the most plausible downside scenarios still look like a stretch for this year and next.
Market Outlooks
Weekly Macro Update: The Emerging Markets Recovery & The Race Ahead
This piece is approved to use with clients.
With the Fed’s “tapering” clock now officially ticking, many Emerging Markets face an even more urgent challenge to tackle the pandemic.
Behavioral Finance
Are Your Clients Experiencing FOMO?
FOMO is often discussed in relation to social media engagement, but it’s also commonly experienced by investors – particularly when stock markets are booming.
Market Outlooks
Weekly Macro Update: Approaching Apogee
This piece is approved to use with clients.
Even as the U.S. economy rockets higher, last week's jobs miss will start to raise questions about what is a sustainable trajectory.
Market Outlooks
Weekly Macro Update: Time to Start Thinking About Thinking
This piece is approved to use with clients.
The Fed doesn’t need to act anytime soon, but Powell needs to reassure investors that he sees the same strong data they do.
Market Outlooks
Weekly Macro Update: Investing Around the Next Round of Russia Sanctions
This piece is approved to use with clients.
Markets have learned to brace for each new set of measures, but now it’s more important to watch for any evolution in the bilateral relationship.