Investment Insights
The Role of ETFs in a New Fixed Income Landscape
The 2022 State Street Global Advisors fixed income survey canvassed the views of major investors across the globe to better understand where the fixed income market is and where it is heading.
Market Outlook
Watch Portfolio Manager Will Muggia at Westfield Capital Management discuss his outlook on the markets.
Practice Innovation Index
From Invesco: Introducing the Invesco Practice Innovation Index powered by Cerulli Associates: setting the benchmark for high-performing financial professionals.
The Model Practice
From Invesco: Benchmarking the attributes of the industry’s leading financial practices.
Translate Strong Corporate Culture into Investment Insights
From Harbor: It is often stated that people are a company’s most important asset but measures of corporate culture and employee well-being…
Harbor Long-Term Growers ETF (WINN)
From Harbor: Active manager with decades of experience identifying companies with sustainable competitive advantages.
SPDR® ETFs Chart Pack
From State Street Global Advisors: Review key charts to help navigate the market.
Leveraging Commodities as an Inflation Hedge
From Harbor: Commodities are a broad but distinguishable asset class with returns that are largely independent of stock and bond returns.
Commodity Futures & Inflation Protection
From Harbor: The threat of rising inflation is leading many investors to seek ways to protect their investments from the risk…
Sustainable Packaging: Risks to the Plastic Value Chain
From MFS: In today’s complex markets, understanding opportunity and risk are critical to delivering long-term value.
Hope for the Best, Prepare for the Worst
From Swan Global Investments: COVID-19 created a global market crisis, reminding investors that market risk can strike quickly and dramatically.
The Problem with Behavioral Finance Advice
From Swan Global Investments: Despite the countless articles, research studies, and books published on behavioral finance and its impact on financial advice…
Time to cash out or double-down?
From LTG Capital: An analysis of previous market shake-ups tells us that it’s not the time to sell—it’s time to buy.
A Multi-Year Value Cycle Beckons
From Wisdom Tree: It’s possible a new value cycle commenced in November 2021, reversing 14 years of woeful underperformance relative to growth.
Powering Through the Small Cap Bear Market, Expecting Strong Fundamentals to Ultimately Prevail
From Calamos: “A valuation re-rating lower without a lot of teeth behind it.”
The Investment Case for Corporate Diversity
From Calamos: If you’d like a long, involved explanation of how Calamos Phineus Long/Short Fund (CPLIX) contributes to a portfolio, we’re happy to oblige.
Can Your Long/Short Fund Do This? 3 Ways CPLIX Can Make a Difference in a Portfolio
From Calamos: If you’d like a long, involved explanation of how CPLIX contributes to a portfolio, we’re happy to oblige.
The Inflationary Shock of the Russia-Ukraine Crisis
From Franklin Templeton: Russia’s invasion of Ukraine has already caused a tragic human toll. It also brings yet another disruptive shock to a global economy…
7 Things to Do in the Decade Before Retirement
From Franklin Templeton: Like a runner in a long-distance race, you’ve worked hard over many years to prepare for retirement.
Bordeaux en primeur Report 2021
From Cult Wine Investment: With the world’s wine community once again able to gather in-person, Bordeaux en primeur offers an essential access point…
How I came to love NFTs
From Bitwise: Admit it: The first time you heard about non-fundible tokens, or NFTs, you probably thought they were ridiculous.
The Beginning of the Beginning: Byte, Atom, Gene
From Franklin Templeton: We are long-term thinkers by nature. The difficulty of a 2022 outlook, at least as it pertains to our thinking…
