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Market Outlooks
Global Weekly Commentary: Private markets as diversifiers
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Public markets were at the center of market action as risk assets sold off amid the spreading pandemic and then rebounded amid an overwhelming policy response.
Market Outlooks
Global Weekly Commentary: Policy revolution: What’s next?
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Macroeconomic policy has gone through a needed revolution to cushion the coronavirus shock. It essentially aims to “go direct” and is blurring fiscal and monetary policies.
Market Outlooks
Global Weekly Commentary: China emerges from virus lockdowns
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China’s economy – the first to enter lockdowns and the first to emerge from them – is restarting. We see the economy likely returning to near-trend growth by late 2020, supported by policy stimulus, especially on the monetary front.
Market Outlooks
Global Weekly Commentary: Virus compels a strategic view revamp
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The coronavirus shock is reinforcing structural trends and introducing new ones, such as the policy revolution, surging sustainability wave and accelerating deglobalization. In many ways, the future is arriving fast.
Business Development
Advisor Profile: How Has COVID-19 Affected Derek Notman's Practice? 'Not at all'
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Derek Notman is a virtual advisor. That doesn't mean he just uses video conferencing to talk with clients. His entire practice is virtual, and he's helping other advisors do the same.
Market Outlooks
How We’re Positioning Portfolios to Outperform
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President and Global Chief Investment Officer Daniel Needham explains how asset valuation allows us to calculate expected returns for the long-term.
Market Outlooks
Our Valuation-Driven Asset Allocation Views Looking Beyond COVID-19
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While we haven’t faced a global pandemic of this kind before and the path to normalization is uncertain, we are encouraged by the aggressive policy response from central banks and governments which we think will be effective in averting a financial crisis. Thus, we think the recent sell-off has created significant opportunities for long-term investors like us. Read our commentary to learn our latest thinking.
Client Experience
Market Downturn: Progress Report
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With so much market noise, it can be difficult for investors to see how financial plans can help them stay on track toward their long term goals.To help with client conversations, advisors can review our Progress Update, which includes slides covering the market downturn and the importance of staying the course.
Goals/Needs-Based Investing
Inflation and the Merits of an Outcome-Based Strategy
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We save today to spend tomorrow, and at heart, our investments are meant to help increase our future purchasing power. To do so, our returns need to outpace inflation, which can be particularly challenging in uncertain times.
Join Andrew Lill, Americas CIO, and Marta Norton, head of Outcome-Based Strategies, who discuss our current views on inflation and how we design some portfolios to target inflation-plus returns.