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Policy and Regulatory Commentary
As Divided As Ever
Two public policy questions, infrastructure and vaccine mandates, have consumed the news headlines over the last few weeks.
Market Outlooks
Global Weekly Commentary: Taking advantage of volatility
This piece is approved to use with clients.
Market volatility is on the rise, as worries about new virus strains have been exacerbated by stretched positioning and light summer trading.
Policy and Regulatory Commentary
Politics and the Olympics
The summer Olympics in Tokyo start this Friday, July 23 with a live, televised opening ceremony. As NBC said, this event “will be the first major global gathering since the worldwide pandemic began last year.”
Market Outlooks
Global Weekly Commentary: Our views on China’s policy finetuning
This piece is approved to use with clients.
We see China’s recent policy loosening as an important shift to a modestly more supportive stance for the near term, yet don’t expect the overall hawkish bias to change as it is crucial in China’s focus on quality growth in the medium term.
Market Outlooks
Student of the Market: July Edition
Stay on top of changing market environments by learning from their historical parallels.
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?
Client Relationships
Carl Richards: Defining Advice, Defending “the PLAN” , Imposter Syndrome and everything in between!
In this episode, the NYT’s “Sketch Guy “ shares his best advice for those providing advice, why our industry needs to stop selling certainty, how to reposition financial advice to your current and future clients and where creative thinking fits into an advisor’s workflow.