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Market Outlooks
Weekly Investment Commentary: Equity markets look ahead as earnings season ends
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Global equities performed well last week on healthy earnings, upbeat corporate commentary and strong data releases, capped by a big upside surprise in July’s U.S. nonfarm payrolls.
Market Outlooks
Weekly Investment Commentary: Fundamentals intact but recovery concerns increase
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Global equity markets were mixed last week.
Leveraging Technology & Data
Drew Propson: Head of Technology and Innovation in Financial Services at the World Economic Forum
In this episode, Drew provides her global perspective on how technology is shaping the future of wealth management, which tech driven solutions have been overhyped, and which are underrated!
Market Outlooks
Weekly Investment Commentary: A wild ride to another record high
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Broad-based developed market indices were net gainers last week, while the MSCI Emerging Markets index lost over 2%.
Market Outlooks
Weekly Investment Commentary: Peak growth and inflation remain center stage
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Global equities were mostly lower last week, with the notable exception being emerging markets, which added 1.7% thanks in large part to a positive surprise from Chinese exports.
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.
Market Outlooks
Weekly Investment Commentary: Volatility rises over “peak earnings growth” concerns
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Performance was bifurcated in global equity markets last week. Major U.S. indexes rebounded on Friday, locking in gains, while non-U.S. markets were broadly lower.