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Market Outlooks
The More Things Change...
This piece is approved to use with clients.
The disappointing August jobs report was primarily due to the Delta variant, but sets up a potential goldilocks scenario for investors.
Market Outlooks
Market GPS: Equity Perspectives
Featuring the latest quarterly insights from our investment teams:
- Powerful factors coalescing for a rebound in U.S. travel and leisure.
- Health care’s innovation shifts into high gear.
- Technology: solutions for a sustainable future in transport.
- Emerging market equities: China’s “smart” opportunity.
Business Development
Why Women Are Critical to the Future of Your Business
Despite controlling a significant portion of personal wealth in the U.S., women are often left out of long-term financial planning conversations. Retirement Director Sara Tegethoff Lowery discusses how the industry has long demonstrated bias against female investors and explains why it’s so critical for financial professionals to build relationships with this segment of their client base.
Client Experience
What Your Clients Need Now
Optimism is in the air this spring as we look forward to the prospect of returning to the activities we enjoyed pre-pandemic.
Market Outlooks
Accelerating Growth for 2021?
This piece is approved to use with clients.
Portfolio Manager Nick Schommer discusses his outlook for an accelerating and broadening economic recovery in 2021.
Business Development
Referrals Refined, Part 3: The Ask and Next Steps
In the third post of a three-part series on referrals, Head of Knowledge Labs® Professional Development Michael Futterman explains how to make “popping the question” less anxiety-inducing through research, preparation and practice.