Markets View More
Covid-19 will continue to pose near-term public health challenges, but vaccine news and longer-term economic indicators suggest enthusiasm and opportunity.
Measuring the merits of emerging market equities by an index may be quite limiting. Global growth equity managers at WCM Investment Management explain why.
Veteran political observer Carl Hulse, Chief Washington Correspondent for The New York Times, recaps the 2020 election season and its implications for the road ahead.
Portfolio Construction View More
Global market dynamics are always changing –flexibility and risk-management are key to meeting the challenge
The Loomis Sayles global equity team speaks about how its approach to value creation is designed for all market conditions.
Overviews the range of model portfolio construction methodologies with a focus on their strengths and weaknesses.
Research View More
The 2020 Global Retirement Index identifies five critical risks to retirement security – recession, interest rates, public debt, climate change, and income inequality – and what they mean for the industry.
Dave Goodsell dissects findings from the Global Survey of Financial Professionals for Wealth Management’s 2020 Midyear Review and Outlook edition.
Which mistakes do financial professionals think may be the costliest? Get insight from our recent global survey.
A retirement plan specialist and the president of an international high school offer their perspectives on the DOL’s proposed ruling on ESG investing.
Why ESG-related investments attracted inflows during the coronavirus crisis is discussed in this interview with Jens Peers, CEO & CIO of Mirova US.
Portfolio manager Christopher Sharpe reviews trends in target date investing, with a focus on hybrid funds that combine active and passive strategies.
Wealth Management View More
Overviews techniques for reducing the impact of taxes on investment portfolios.
The impact on investors with incomes of $1 million or less would be negligible, but tax-managed strategies may help increase after-tax returns.
How direct indexing now provides investors with greater control and tax efficiency, and active tax management techniques, are examined.