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Business Development
Why finishing that client report may be more beneficial than your workout
Insights into the most meaningful coping strategies for stressed advisors.
Business Development
Outsourcing may not reduce stress, but you may get more done!
A look at outsourcing through the lens of FlexShares Advisor Wellness study.
Investing Ideas
Streaming Income - EM Debt: A Brightening Picture?
This piece is approved to use with clients.
After a rocky 2018, the picture may be brightening for emerging markets debt. From rising rates to trade wars, some of last year’s headwinds look to be receding, at least for now. Barings’ Ricardo Adroguè and Omotunde Lawal highlight opportunities they’re seeing from Mexico and Brazil to more challenged geographies like Turkey and Argentina—and provide insight into how they’re thinking about political hotspots like Venezuela.
Business Development
Insights into Advisor Wellness: Stress and Satisfaction Are (still) Defining Factors
A look at the results of FlexShares research on advisor wellness. The paper reveals key stressors and the divergence of those stressors based on gender, age, marital status, firm types and services offered.
Business Development
Advisor Wellness in a changing world
Insights into new research from FlexShares Advisor Wellness study.
Investing Ideas
Streaming Income - Assessing Today’s Private Credit Landscape
This piece is approved to use with clients.
Private credit markets have seen an exponential increase in investor demand over the last 10 years. But with competition fierce and the cycle maturing, what’s next? Barings’ Eric Lloyd talks about where he sees value today and how risks from Brexit to rate hikes are impacting the asset class.
Investing Ideas
Streaming Income - CLOs & Leveraged Loans: Perception vs. Reality
This piece is approved to use with clients.
Leveraged loans and collateralized loan obligations (CLOs) are back in the headlines with the market’s recent bout of volatility. How prepared are these credit instruments to weather the next economic storm? Barings’ Matthew Natcharian and Adrienne Butler weigh in.
Investing Ideas
Streaming Income - Investment Grade Credit: Rates, BBBs and ABS
This piece is approved to use with clients.
IG investors today are grappling with mixed signals from the yield curve, a bulging BBB-rated universe and the continued expansion of ABS markets. David Nagle, a 30+ year veteran of fixed income markets helps to put today’s most recent developments in perspective.
Investing Ideas
Streaming Income - Climbing High Yield’s Wall of Worry
This piece is approved to use with clients.
Global high yield markets face a number of risks, from trade wars to rising rates. Yet, these markets have continued to scale such a ‘wall of worry’ for the last decade. Should we expect more of the same, or are we nearing a turning point in the cycle?
Children & College Savings
A Crash Course in Financial Maturity: 4 Lessons for Children Going off to College
Noreen Beaman, CEO of Brinker Capital, provides a list of financial lessons helpful for those going off to college for the first time.
Philanthropy
Get More Out of Your Charitable Giving
This piece is approved to use with clients.
Typically, when we think about giving to charity, we think of all the lives we enrich by our support. What we sometimes overlook is how great it feels to do good. How can you make sure you get the most emotional benefit out of your charitable giving?
Investing Ideas
Building Your Practice by Serving Foundations and Endowments
Nuveen provides a comprehensive look at foundations and endowments and how they can affect an advisor's business.