report by BlackRock
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Investing Ideas
Navigating Change in China
This piece is approved to use with clients.
Barings’ Global Head of Equities, Ghadir Cooper, assesses the transformation of China’s economy, and explains why investors should be encouraged by the country’s decisive policy actions.
Investing Ideas
Combining Factors to Target Specific Investment Outcomes
This piece is approved to use with clients.
A white paper that explores using a factor-based approach to portfolio construction. By combining factor exposures, investors can create a "core" equity portfolio and by adjusting the factor allocations can tailor their portfolios to their own particular investing style/desired outcome.
Investing Ideas
Strategas Insight: Give a little, get a little
Read the full commentary for insight on earnings, data, macro, and other key factors affecting the US economy in the near term.
Investing Ideas
Strategas Insight: Thoughts on the Current Market
As 2018 comes to a close and we move into the new year, the stock market has hit some turbulence just as clients are receiving annual account statements and paying more attention to their financial health. How should advisors respond to their clients’ concerns? We feel it comes down to a few fundamental questions.
Goals/Needs-Based Investing
Vanguard Advisor's Alpha
This Vanguard Research Insight piece explains why, when adding value is the goal, advisors may be better served by changing their performance benchmark from the market’s return to the returns that investors might achieve on their own, without professional guidance.
Tax Management
Investor Education: Tax Efficient Investing
This piece is approved to use with clients.
Taxes can have a significant impact on your clients' investment returns. This guide helps them understand the importance of building and maintaining a tax-efficient portfolio.
Goals/Needs-Based Investing
Financial Planning Perspectives: Invest Now or Temporarily Hold Your Cash
Systematic implementation—commonly referred to as dollar-cost averaging—might provide some protection against regret but at the cost of higher returns.
Investing Ideas
Building Your Practice by Serving Foundations and Endowments
Nuveen provides a comprehensive look at foundations and endowments and how they can affect an advisor's business.
Investing Ideas
Are Markets Pointing Toward a Value Resurgence?
Read the Invesco Strategy Insights white paper that summarizes historical inflection points and offers key takeaways for the future.
Investing Ideas
Market Neutral Investing: Exploring the Potential Benefits and Sources of Return
Market neutral equity strategies offer a unique style of investing and typically seek to produce attractive returns for investors regardless of the equity markets' behavior.
Investing Ideas
Getting Smart About Beta
Invesco examined two categories of smart beta strategies and analyzed how they performed over full market cycles and in different ecpnomic environments.