Investment Insights

Read the latest timely investment insights from TIFIN partners.
The Role of ETFs
Fixed Income

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.

Watch Portfolio Manager Will Muggia at Westfield Capital Management discuss his outlook on the markets.
Market Outlook

Market Outlook

Watch Portfolio Manager Will Muggia at Westfield Capital Management discuss his outlook on the markets. 

Introducing the Invesco Practice Innovation Index@800x-80
Practice Innovation

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
Practice Innovation

The Model Practice

From Invesco: Benchmarking the attributes of the industry’s leading financial practices.

Socially Responsible Investing

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…

Large Cap Growth

Harbor Long-Term Growers ETF (WINN)

From Harbor: Active manager with decades of experience identifying companies with sustainable competitive advantages.

Fixed Income

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. 

Wealth Management

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.

Small Cap

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.

Risk Management

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…