Commentary

2022 Global Market Outlook – Q3 update: Fear of the known

Recession fears and central-bank tightening are driving market volatility.

Commentary

June Swoon: U.S. Stocks Slip Into Bear-market Territory As Inflation Concerns Rattle Investors

After months of hand-wringing, U.S. indexes are now in bear-market territory across the board, down 20% from their most recent highs.

Commentary

Bank Of Canada Lifts Rates By 50 Basis Points Again. Is an Even Steeper Increase in the Cards?

On the latest edition of Market Week in Review, Director of Investment Strategies, Shailesh Kshatriya, and Director of Institutional Investment Solutions, Greg Coffey, discussed the recent PMI (purchasing managers’ index) readings from China and the U.S.

Commentary

Responsible Investing Roadmap: Part 1

There is increasing awareness among investors of the important role that responsible investing plays in a well-diversified portfolio.

Commentary

Top 10 Things Tax-Smart Advisors Do After Tax Day

Tax Day has come and gone.

Commentary

Key Reasons Why Investor Interest in Private Markets Continues to Grow

Investor interest and participation in private markets continues to grow.

Commentary

How To Use Alternative Assets For Refuge In Uncertain Times

With the world economy still recovering from the COVID-19 pandemic and now dealing with the Ukraine-Russia crisis, markets face a great deal of uncertainty.

Commentary

Best Practices For Fixed Income Restructures: Evaluating Four Portfolio Transition Strategies

It's no secret that in fixed income markets, excess performance above the benchmark is difficult to achieve over the long run.

Commentary

The U.S. Treasury Yield Curve Briefly Inverts. Should Markets Be Concerned?

On the latest edition of Market Week in Review, Director of Investment Strategies, Shailesh Kshatriya, and Director of Institutional Investment Solutions, Greg Coffey, discussed market reaction to the latest developments in the Russia-Ukraine war.

Commentary

2022 Global Market Outlook – Q2 Update: Dented, Not Derailed

Russia's invasion of Ukraine has sparked higher inflation, unleashed additional market volatility and will likely lead to a slowdown in global growth rates. However, we believe above-trend growth is still possible this year, provided hostilities ease and energy prices stabilize.

Commentary

Some Stories You Can Tell The Fearful Investor

Last week, I was driving home from a business trip when I suddenly got a call from my parents.

Commentary

Women Investors: 3 Things to Know

This year's theme is #BreakTheBias and I thought it might be fitting to look at a few of the common biases when it comes to female investors - and how financial advisers can work toward better addressing some of these, not only with clients, but with their teams as well.

Commentary

Cycle Uncertainty: How Is the Russian Invasion Impacting the Economic Cycle?

We believe the war in Ukraine will likely negatively impact growth rates during the first half of the year and lead to higher inflation, with Europe taking the biggest hit. However, we think growth could rebound during the second part of 2022 if energy prices decline.

Commentary

$20 Billion Club Report: Why You Should Care What The Big Plans Are Doing

Since 2011, we have issued annual reports on the largest listed corporate defined benefit (DB) sponsors in the U.S., codenamed the $20 billion club.

Commentary

Russia Invades Ukraine. What Does This Mean For Investors?

What many feared may happen came true overnight with Russia invading Ukraine from all sides—Crimea, Belarus and Russia.