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Market Outlooks
Weekly Investment Commentary: 3Q earnings season kicks off, cautiously
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Equity investors should be prepared for an eventual bottoming process, when markets begin to see cooling in wage growth and employment, as this should be an upward inflection point for EPS expectations.
Market Outlooks
Weekly Investment Commentary: Real estate offers a shelter from inflation
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When the rate market sneezes (as it has this year), other asset classes are at risk of catching a cold; and commercial real estate is no exception.
Human Capital
Building an inclusive practice: Unlocking diversity capital
Growth is no longer just about acquiring assets. In fact, as the population in need of financial advice grows and diversifies, so, too, must the advisory teams that serve them.
Market Outlooks
Weekly Investment Commentary: Is fixed income a phoenix set to rise?
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It’s been a crash-and-burn year for fixed income.
Market Outlooks
Weekly Investment Commentary: The tide has yet to turn for non-U.S. equities
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For now, we advocate underweighting non-U.S. equities as part of a strategic asset allocation, due to the lack of positive catalysts in key markets.
Market Outlooks
Weekly Investment Commentary: Investing amid a “Fedflation” fixation
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The market reacted violently, with the S&P 500 Index posting its worst one-day loss (-4.3%) in more than two years.