Gender Equality and Climate: Synergies Climate change is the most important problem humans must solve, diversity has a contribution to make to climate change. #ESG
What Remains to Be Seen Is When The Bounce Will Happen Portfolio managers will have a decision to make: is the expected rally to be sold, or is the worst behind us? #financialadvisors #stockmarket
Longer-Term Drivers for Emerging Markets Intact in Post-COVID-19 World We believe the next stage of emerging market growth will be defined by value-added industries and developing digital infrastructure. #equities
Investing for Ignorance Investors who want an index comprised of companies doing good and doing well, there’s little uncertainty about the value of that.
Fixed Income View: A Crisis Like No Other Not many assets perceived to be risk free. US Treasuries, German government bonds, UK Gilts and Japanese government bonds fit.
How to Prepare Your Finances for a Natural Disaster Five steps you can take now to help be more financially prepared if a disaster strikes. #financialadvisors #insurance #finance
Why This Stock Market Correction Was Overdue Lockdowns are now starting to be relaxed and this should feed through to a bounce in growth in the third quarter. #stockmarket
Wealth Management CTOs Need to Watch out for Zoom Zombies in the Long Term Savvy CTO tech buyers in wealth management are now beginning to look beyond achieving the basic goal of getting, and staying, connected.
Is There Reason to Be Optimistic on Real Estate Now? May be an interesting time to take advantage of the current fear premium and give real estate investments. #alternatives
The Data Behind Sustainability As more companies report data about sustainability, investors are starting to integrate this information into their investment decisions. #ESG
What is the Value of Income Planning? The value of income planning process is one step-by-step approach to consider. #retirement #annuities #financialadvisors
The "Immense" Recession We think that it would be unwise to chase the market up right now. #financialadvisors #stockmarket #investing #advice
Are Markets Underestimating Recovery Challenges? With valuations back to pre-crisis levels, we believe that markets are currently underestimating the hurdles still ahead. #stockmarket
The New and Potentially Better Way to Invest in Emerging Markets Investors often utilize the market falls to clean up portfolios and move toward the more tax-efficient cost wrapper: the ETF #investing #finance
Estate Planning for Unmarried Couples It’s particularly important for unmarried couples to organize their assets strategically via the estate-planning process. #insurance #ILIT
Sweet Spots in the Urban Fringe and Suburbs In recent years, the areas that lie just outside of major U.S. cities have seen accelerated growth, shifting the commercial real estate landscape.
Five Things Advisors Can Do to Help Themselves and Clients Manage Through COVID-19 Five steps advisors can take to enhance their day-to-day client management and their overall health and well-being. #financialadvisors
Digital Is Table Stakes: Living In The Past Just Became Costly Progress towards digitalization of the financial services world has been made largely due to fear of competition. #financialadvisors #digital
ESG: The Latest Incarnation of Marketing-Led Investment Strategies Any investor with an interest in owning sustainable businesses must recognise that company boards have broader responsibilities. #ESG
If the Bear Market is Over, Why Are Commodities and Transports Underperforming? Transport stocks should still anticipate a bottoming of economic activity by outperforming the broad market. #stockmarket #financialadvisors
Opportunities for Investors in Both Public and Private Infrastructure Why an would investor want to invest in listed infrastructure, in the context of today’s environment. #alternatives #realestate
Considering ESG Indicators is Even More Critical Investors should take a closer look at climate change and other issues critical to the future of the planet when making investment decisions.
Formula for a Secure Retirement A new way of thinking about how much money you'll need in retirement. #retirement #financialasdvisors #money
Innovation Growth Has Displayed Resiliency Amid Volatility Innovation growth companies in industries such as biotechnology and e-commerce have been outpacing the broad market. #investing
Prepare for the Era of Recrimination Four years from now the economy will most likely recover to the same level of activity that it was in January. #economy #investing
Long-Term Care Coverage Options and How They’re Taxed Talk to your financial advisor about options for long-term care coverage and tax implications to determine which solution best suits your needs.
Signals from Fixed Income Markets We expect meaningful cross-sectional variation in both sovereign and corporate credit risk and, as a result, dispersion in asset returns.
How Supply Chain Disruptions Are Accelerating Robotics Adoption We expect the multi-decade trend of offshoring to reverse as companies become increasingly concerned about supply chain integrity. #ETFs
The Best Technology Solutions for Daily Life These examples of technology are innovative ways that can make many common day-to-day activities easier. #technology #personal
ESG Principles Don’t Equal Short-Term Success but They Are Essential to Thrive Effectively managing future risks and opportunities empowers companies, offering downside protection and creating future stakeholder value. #ESG
Active Management Should Be Used Selectively Our point is not to denigrate active management. But building portfolios is about seeking higher risk-adjusted returns at a lower cost.
Mastering the Real Estate Cycle The cyclicality of real estate creates opportunities for well-informed investors. #financialadvisors #alternatives #investing
What Investors Want to Know About Sustainable Investing Investors are hungry for both information about sustainable investing as well as investment options that reflect their personal preferences #ESG
The Pros and Cons of Annuities It’s important to know the pros and cons of annuities before deciding whether they make sense for your situation. #annuities #financialadvisors
There is No Better Time to Invest in ESG Let’s continue to highlight companies that are doing all they can to continue to follow ESG policies. #investing #ESG #financialadvisors
The Growing Demand for EdTech During Coronavirus Lockdown Education technology (EdTech) is one of the few industries experiencing a sharp upward demand, reinforcing its potential for profitability.
Can Diversification Help Weather the Coronavirus Storm? A well-diversified global equity index was historically less volatile and would have avoided the worst drawdowns. #stockmarket
Understanding Millennial's Thoughts on Insurance and Finances This market profile outlines the key things you need to know about millennials in your local communities. #financialadvisors
“Courage! We Have Been Here Before” The Dow Jones Industrial Average is not reality. Reality is not price-to-earnings ratios and technical market studies. #financialadvisors
ETFs Can Shine in Times of Crisis While there will always be some active mutual fund managers now is a good time to explore how ETFs can upgrade some of your positions.
You’ve Heard of the Prenup. What About a No-Nup? There are a few ways of thinking about how you spend money together while in a relationship. #financialadvisor #finance
This Is the Most Important Time to Show Your Clients Why They Made a Good Decision to Hire You This is actually the most important time as a Financial Advisor to show clients why they made a good decision to hire you.
Potential Benefits of Investing in Private Equity Secondaries For high net worth investors, the secondary private equity market offers several potential unique portfolio benefits. #financialadvisors
Five Sectors to Watch as the World Addresses Climate Change Investors in these five sectors should consider whether financial markets are pricing in policy solutions fast enough regarding climate change.
Withdrawal Strategies: How to Withdraw Retirement Funds Creating a retirement income plan can help you define your withdrawal strategy. #retirement #investing #financialadvisors
“Well, You … No, You Gotta Do More Than That.” A one-month tranche can be interpreted as, “we want a one-month holding period but we want to diversify our rebalance timing luck.”
Rent's Due, the 'Shale Death Zone', and a Warning Signal from the Bond Market If this month's rent or mortgage payment hurt a little more than usual, you aren't alone. Small businesses are struggling. #economy
Investing for Growth in Volatile Markets We are seeing new opportunities across a range of industries, especially in the technology, health-care, and consumer segments of the market.
The Three-Armed Barbell Approach to Investing We have built a part of the portfolio with companies which could rip higher as the economy re-emerges and consumers. #stockmarket
New SEC Rules Governing Relationships With Financial Professionals Best Interest, rules and guidance will govern financial professionals’ behavior and also adjust retirement savers’ expectations.