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Market Outlooks
Weekly Macro Update: Time to Start Thinking About Thinking
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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
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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.
Market Outlooks
Weekly Macro Update: With So Much Liquidity, It’s Time to Double-Check the Plumbing
Inflation fears look exaggerated so far, but risks buried deep in balance sheets can never get too much attention.
Behavioral Finance
Regular Contributions Drive Wealth
Many investors wait until they have “enough” money or for when it’s “a good time” to invest in the market. Making regular contributions regardless of these concerns is one of the most powerful ways to build wealth.
Market Outlooks
Weekly Macro Update: How to Invest in the “Best of All Possible Worlds”
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Markets should worry less about inflation and more about government investment that produces higher rates of sustainable growth.
Market Outlooks
Weekly Macro Update: Value or Values?
As investors increasingly seek strategies that both deliver returns and advance core values, asset managers have been testing different approaches.
Market Outlooks
Weekly Macro Update: The U.S. Grabs the Global Recovery Baton…
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Slow vaccination programs continue to delay the reopening of EU economies. The Fed showed that even with better growth and inflation outlooks, it remains committed to its accommodative stance. Elsewhere, China activity data so far this year shows the uneven recovery continues.
Macroeconomic & Geopolitical
Analyzing ESG Factors for Risk and Opportunity
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Portfolio Managers Brian Demain and Cody Wheaton explain that environmental, social and governance (ESG) factors have become a significant risk/opportunity consideration for both companies and investors.
Fixed Income Insights
Webcast: Navigating A New Rates Regime
The stimulus actions employed by central banks since the start of the pandemic have dramatically altered the fixed income landscape. Are rates stuck near zero for the foreseeable future, or will inflation and a growing debt mountain force a change?
Market Outlooks
Webcast: Innovation is Eating the World … Faster
Fuel has been thrown on the flame of many of the secular trends that were driving market returns prior to COVID-19, dramatically accelerating the adoption of these themes. E-commerce, digital media and medical technology, to name a few, are trends creating opportunities for forward-thinking investors.