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Market Outlooks
Weekly Investment Commentary: A blast from the past
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Higher-for-longer interest rates are an important factor in portfolio construction.
Client Retention
What Actions Add Value in This Environment?
We're joined by two experts to help us dig into these important questions - Michael Laughlin, Head of Portfolio Specialists, and Samantha Lamas, Senior Behavioral Researcher at Morningstar
Behavioral Finance
Direct Indexing and the IKEA Effect
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The “IKEA effect” describes a cognitive bias that happens when people put in some form of labor to complete a project or finish a creation. Direct indexing won’t solve the behavior gap, but it has the potential to create better investor behaviors by allowing investors to play a larger role in the portfolio-building process.
Market Outlooks
Weekly Investment Commentary: A private discussion
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Within multi-asset portfolios, we believe blending private credit with private equity may offer an attractive yield with upside potential from capital appreciation.
Market Outlooks
Weekly Investment Commentary: Are we there yet?
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Given the macro backdrop, we advocate for a defensive tilt that is balanced with selective beta exposure in order to protect against the downside risk of a recession, while minimizing underperformance should the global economy surprise to the upside.