Markets View More
Details, dilemmas, and timing of President Biden’s $4 trillion infrastructure plans and tax hikes are covered by our DC-based government affairs specialist.
Despite the presence of volatility dampening forces, current average volatility is significantly higher than it was during the previous two low-vol phases.
President Biden’s proposed tax increases for high-income households, the likelihood of their passing in Congress, and ways to prepare portfolios are examined.
Portfolio Construction View More
PM Jack Janasiewicz on near-term market conditions – including the status of the pandemic recovery and potential effects of Biden administration proposals.
Introduction to Bitcoin, including the mining process, the impact of “halving cycles” on pricing trends, and price performance since 2010.
Equity Analyst Adam Rich talks about how Vaughan Nelson Select takes a concentrated, active approach to equity opportunities.
Research View More
Investors and professionals are warming up to the potential of ESG. Our research offers insight into five critical questions about ESG investing.
Get insight into key trends that are shaping a more optimistic outlook for the year ahead.
Institutional investors are coming to grips with a key risk, amplified by 2020’s pandemic economy: negative interest rates.
How to leverage ESG to better understand clients, deepen relationships, and enhance practices is discussed by a panel of ESG specialists.
The US has officially rejoined the Paris Agreement on climate change, signaling a broader focus by the Biden administration on sustainability issues.
The Loomis Sayles Global Fixed Income Team explains its ESG investment philosophy and enhancements to its capabilities and process.
Wealth Management View More
Technological advancements and decreased trading costs have now made direct indexing – and its associated tax benefits – a viable option.
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.