Over the past few years, I’ve written numerous articles and given numerous presentations on Direct Indexing.
It’s been nearly two years since generative artificial intelligence (AI) took the world by storm, with the release of large language models like ChatGPT, Copilot, and Gemini dazzling humankind with their ability to interpret human requests and respond with the desired output.
As students across the country start to prepare for year-end exams, there are valuable lessons we can take from the classroom.
You won’t catch a fish unless your line is in the water, and you won’t benefit from the market’s potential move higher unless you are invested.
On the latest edition of Market Week in Review, Investment Strategist BeiChen Lin reviewed the latest inflation numbers from Canada.
Generosity knows no season. But as the year-end holidays approach, many of your clients may be thinking about making a charitable donation or increasing their charitable giving.
U.S. policies are set for a major reshaping as full Republican control takes hold in 2025.
The last three months have seen bursts of excitement that the Chinese government was about to open the floodgates of stimulus, followed by disappointment as follow-on announcements have lacked detail on the actual scale of measures.
U.S. rate cuts of up to 200bps are anticipated by the end of 2025 but with significant further downside if recession risks materialize.
While history shows that U.S. markets tend to perform regardless of political leadership, the full impact of Trump’s policies could bring new challenges and opportunities for investors globally once he is in office.
With the Russell 2000 Index rallying in response to the U.S. election results—the benchmark index of small cap stocks soared by nearly 6% on Nov. 6 alone—small cap managers are re-evaluating their positioning ahead of President-elect Trump taking office in January.
On the latest edition of Market Week in Review, Chief Investment Strategist for North America, Paul Eitelman, discussed key watchpoints for investors in the wake of the U.S. elections. He also explained how the election results are impacting markets, and finished with an update on the latest monetary policy decisions from the U.S. Federal Reserve (Fed) and the Bank of England (BoE).
If we had to choose one indicator to watch over the next few months, it would be weekly initial jobless claims.
U.S. equity-market leadership reversed course during the third quarter of 2024, with small cap stocks outperforming their large cap counterparts and the value factor beating the growth factor.
In this article, we’ll remind you what listed real assets are, explain how they fit into an asset allocation, and help you understand why we believe now is an attractive time to invest in the asset class.
With Direct Indexing, you can help your clients prepare for life-changing transactions and minimize capital gains taxes by selectively harvesting losses to offset those gains, and implementing tax-efficient trading strategies.
Derivatives are complex financial instruments with associated risks, costs, and potential payoffs.
Director of Investment Strategies Shailesh Kshatriya unpacks the potential factors driving the sharp increase in U.S. Treasury yields. He also provided an update on Q3 earnings season and the Bank of Canada’s latest decision on rates.
The third quarter of 2024 saw a clear reversal in market leadership, with the Low Volatility and High Dividend factors performing the best while the Momentum and Growth factors performed the worst.
Financial markets moved higher yet again in the third quarter of 2024, and this time everyone joined in!
Today’s U.S. markets are highly concentrated, with nearly 70% of the economic profit in the S&P 500 Index generated by the top 10 companies.
On the latest edition of Market Week in Review, Chief Investment Strategist for North America, Paul Eitelman, discussed the details surrounding China’s latest stimulus announcements. He also reviewed early U.S. third-quarter earnings results as well as the latest U.S. macroeconomic data.
My father is 86 and the topic of financial markets and his investment accounts invariably comes up at every family gathering. Mainly, he talks about how my mother and he have lived from their retirement accounts since they both retired more than 25 years ago.
On the latest edition of Market Week in Review, Investment Strategist BeiChen Lin assessed what the latest U.S. economic data suggests about the health of the nation’s economy. He also discussed the pullback in Chinese equities and the rise in volatility expectations for the U.S. stock market.
The $20 billion club is a group of pension plans near $20 billion and more in global pension liability. We have been reporting on this group since 2011.
For decades, a key component of many investors’ portfolios was a fixed income ladder. It was intended to provide ballast to the more volatile equity allocation and help reduce interest-rate risk.
With storm clouds forming above equities and fixed income markets, is now the right time for institutions to grab their private credit labeled umbrella?
On the latest edition of Market Week in Review, Investment Strategist BeiChen Lin examined the current state of the U.S. economy and outlined key investor watchpoints ahead of third-quarter earnings season.
For registered investment advisors and others who provide financial advice, autumn is the start of a season loaded with opportunity.
When looking at the increasingly complex structure of corporate lending in the present day, it can be easy to lose sight of the purpose of private credit and its lasting value to investors.
On the latest edition of Market Week in Review, Senior Director and Chief Investment Strategist for North America, Paul Eitelman, and Head of AIS Portfolio & Business Consulting, Sophie Antal-Gilbert, discussed the rally in Chinese equities.
While new tax proposals are grabbing election headlines, it’s important to remember that campaign rhetoric is not necessarily future policy.
As markets grapple with the implications of artificial intelligence, the AI frenzy has meant that the six largest companies accounted for more than half of the U.S. market’s return in 2023 and year-to-date (August 2024) they have accounted for nearly half again.
The latest data suggests the U.S. economy is headed toward a soft landing rather than a recession. With Federal Reserve (Fed) rate cuts underway, markets are backing this view.
Taxes may be the biggest fee your tax-sensitive clients are paying on their investment portfolios. And neither they nor you, their advisor, may be aware of just how big that fee is.
In 2021, the stock/bond correlation flipped to positive after remaining negative for a majority of the preceding 20 years.
We expect the Fed to cut rates by 25 basis points at each of its remaining meetings in 2024 and to sustain that pace into 2025. This trajectory would get the Fed down to our estimate of the normal or equilibrium rate of interest of 3%-3.25% this time next year.
Deal activity in private equity has slowed significantly from 2021 due to high interest rates and economic uncertainty.
The August consumer price index report showed that U.S. inflation slowed to 2.5%
As AI's usage becomes increasingly widespread around the globe, energy consumption is soaring, along with a demand for additional power.
Regardless of which administration takes power after an election, a balanced portfolio has made strong gains in the years immediately after.
If overlays haven’t been on your radar so far this year, it’s high time to start thinking about them.
On the latest edition of Market Week in Review, Investment Strategist BeiChen Lin assessed the state of the economy, including the health of the services and manufacturing sectors, and the likelihood of a big rate cut at the upcoming Federal Reserve meeting.
The concept of portable alpha is over 40 years old. And while it has evolved through various forms over that time, it continues to be a valuable portfolio tool for institutional investors. Arguably, the most popular iteration right now is adding alpha expected from hedge funds on top of synthetic beta exposure.
On the latest edition of Market Week in Review, Director and Senior Investment Strategist Alex Cousley and ESG and Active Ownership Analyst Zoe Warganz discussed key takeaways from the U.S. Federal Reserve’s (Fed) annual economic symposium in Jackson Hole, Wyoming.
Will 2030 DC plans perform better at preparing U.S. workers for retirement?
Over nearly three decades, I’ve been dedicated to the sport of running. For the last five years, I chased the elusive goal of qualifying for the Boston Marathon, my ultimate aspiration. It wasn’t until I sought the expertise of a professional coach that I finally achieved this dream.
If interest rates decrease over the next 12 months, as the market expects, long duration bonds could potentially provide equity-like returns for investors.
Amid expectations of rate cuts from major central banks, managers are increasing their exposure to more cyclical and value-oriented names, including autos, transportation, and short-cycle industrials.
U.S. consumer-price gains eased to 2.9% in July—the lowest increase since 2021
