Latest Insights

Macro analysts Esty Dwek and Jack Janasiewicz look at how investors can be thinking about the global economy as Covid-19 inoculations get under way.

Near-term challenges will remain, but improved treatments, consumer and business adaptations, and the vaccine rollout are reasons for optimism.

Global Market Strategist Esty Dwek outlines her Top 10 potential risks – and questions to consider – for the year ahead.

In a difficult year, financial advisors favored US growth stocks and high quality bonds in their model portfolios – but missed out on some top performing asset classes.

Veteran team of Elaine Stokes, Matt Eagan, and Brian Kennedy discuss succession plans as Dan Fuss steps away from portfolio management. They also share views on 2021 global fixed income markets.

With growth opportunities harder to find in the pandemic economy, investors may want to consider the potential advantages of the mid-cap space.

Get seven critical insights into how institutions will tackle risks, opportunities, and challenges in an uncertain 2021.

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.

The AIA Racial Equity investment approach uses direct indexing to focus on companies that promote diversity, equity and inclusion.

Perspective on the US SIF Foundation’s 2020 Report on US Sustainable and Impact Investing presented by Lisa Woll, CEO of US SIF.

Whitepaper examines the new DOL ruling in effect January 12, 2021 that stresses “pecuniary factors” relevant to retirement plan investments.

As financial professionals are growing more sophisticated in their use of models, they are raising the bar for portfolio providers.

The impact on investors with incomes of $1 million or less would be negligible, but tax-managed strategies may help increase after-tax returns.