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Thought Leadership: Is China's Economy the Future?

Thought Leadership: Is China's Economy the Future?

There is a wide consensus that China’s economy will overtake the U.S. economy in the next 10-15 years. For many Americans, the idea of a country opposed to the principles of democracy and free-market capitalism becoming the world’s economic superpower causes great anxiety. There may be good reasons to worry about a future in which China assumes economic leadership and leverages its interests at the expense of those of western liberal democracies, but there are also good reaso

Thought Leadership: Monetary Policy and the Stock Market

Thought Leadership: Monetary Policy and the Stock Market

It’s no secret that central banks play an influential role in the direction of the stock market. To illustrate just how much of a factor they are in setting stock prices, we only need to go back to late 2018 when stocks plunged on the Fed’s turn toward quantitative tightening or its recent actions to steady the markets during the global pandemic meltdown. Click here to read the entire article. #ThoughtLeadership

Thought Leadership: Country Sustainability Rankings - International Investing and the Sustainability

Thought Leadership: Revisiting the Sequence of Returns Risk

Thought Leadership: Five Indicators of Economic Recovery

Thought Leadership: What is the GDP Impact of Free Technology?

Thought Leadership: What is the GDP Impact of Free Technology?

From search engines to GPS, the mark of this latest iteration of technological evolution is that so much innovation is made available to consumers for free. Despite the advent of companies like Google, Uber and Facebook, economic growth has been below trend for the last decade or more. Increasingly, economists are beginning to ask the question, “Is GDP, which measures the value of products and services sold and bought, being underestimated by the widespread use of free techno

Thought Leadership: Three Investment Lessons from the Coronavirus Pandemic

Thought Leadership: Three Investment Lessons from the Coronavirus Pandemic

The coronavirus (COVID-19) impact on the market has been unsettling. Uncertainty regarding its spread and ultimate economic impact has resulted in exceptional price volatility. While we don’t have any special insight into these two unknowns, we do believe that there are several important takeaways for advisors and clients alike. Click here to read the entire article. #ThoughtLeadership

Thought Leadership: Will Emerging Markets Ever Emerge

Thought Leadership: Will Emerging Markets Ever Emerge

Perhaps the most crowded trade coming into 2019 was emerging markets. In a world of aging demographics and slowing economic growth, developing countries were viewed by many market e xperts as the most recent place to find outsized growth. Here’s what one of the savviest money managers, Blackstone, had to say about emerging markets ... Click here to read the entire article. #ThoughtLeadership

Thought Leadership: Latest Trends on Sustainable Responsible Investing

Thought Leadership: Latest Trends on Sustainable Responsible Investing

Since 1995, the U.S. SIF: Forum for Sustainable and Responsible Investment has produced a biennial survey of the SRI (Sustainable, Responsible, Impact) asset management industry. Its most recent report, “Report on U.S. Sustainable, Responsible and Impact Investing Trends, 2018,”(1) the assets under management that now consider ESG factors have grown to $12 trillion, an increase of 38 percent since 2016. When the survey was initiated, Sustainable Responsible Investing assets

Thought Leadership: Do Money Managers Sell Too Quickly?

Thought Leadership: Do Money Managers Sell Too Quickly?

The due diligence that advisors undertake in selecting money managers to whom they entrust their clients’ assets is a cornerstone function for ensuring their clients’ long-term financial success. While the research into the behavioral biases of individual investors is quite robust, there is less research into how behavioral biases manifest themselves in professional money managers. In a recent academic study, “Selling Fast and Buying Slow: Heuristics and Trading Performance o

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