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It’s not just equity versus fixed income anymore.
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Active ETFs Shine During Volatile Market Cycles
Given their ability to adapt to changing market environments by leveraging bottom-up security research to uncover emerging value opportunities, Active ETFs continue to grow.
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Could the Small- and Mid-Cap Slump Present Opportunity
Learn why small and mid-cap stocks may be poised for a breakout after the market downturn.
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Miscalculations & Recalculations
The market lens of 2022 will be focused on the impact of political and policy miscalculations.
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Market turmoil shines a light on 60/40 conundrum.
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It’s impossible to know what the market will do but having a long-term plan in place can help avoid emotional reactions to market events.
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Near-term uncertainty matched with long-term opportunity.
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With US inflation on the rise, should investors be concerned?
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It’s the Second Mouse That Gets the Cheese
In this Strategist’s Corner, Rob Almeida focuses on materiality over market noise.
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Are we setting up for one of the shortest cycles that most investors have ever experienced?
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… Cautious optimism.
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Will Nothing Brake this Market?
'Buy the dips' continues to be the prevailing philosophy.
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Income and Inflation: What You Should Know
A multi-asset approach may help you face uncertainty in the second half of 2021.
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Absolute Return for an Uncertain World
Absolute return strategies have successfully navigated the challenges markets currently face.
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Stimulus Proposal Could Add Fuel to Infrastructure Tailwinds
Why we see the proposed spending package and tax changes as a clear positive for listed infrastructure.
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Macroeconomic views across investment teams. It turns out, not everybody agrees on the path forward.
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Consumers Expect an Inflation Spike: Economists? Not So Much
Consumers’ inflation expectations are about double economists’.
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Whistling Past the Inflation Graveyard
Prices might be stickier than the Feds think.
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The shift in U.S. Federal Reserve policy over the past year may signal a preference to generate inflation
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Economic optimism is in the air and growth is expected to surge
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Rising Rents Matter More to REITs Than Rising Rates
A strengthening economy may drive interest rates higher, but it can also give landlords greater ability to raise rents
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On My Mind: Investment Strategies for a Booster-Shot Recovery
Investment views and strategies for the post-pandemic recovery.
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What Could a Post-COVID World Look Like
Accelerated digitization was just the beginning.
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Virus Control May Help Europe Outperform U.S.
Stricter lockdown measures could boost short‑term performance.
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Why Be Neutral Between U.S. and Non-U.S. Stocks
Non-U.S. stocks may have a smoother recovery from the pandemic and could benefit from a weakening U.S. dollar.
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Finding U.S. Companies that Can Emerge Strong
Amid heightened uncertainty, fundamental quality matters.
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Actionable Insights on Market Volatility
The path to recovery.
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A closer look at diverging U.S. equity marketing and economic performance.
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Why diversifying across well-defined factors is likely to be key in extremely volatility.
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Bringing the Economy Back From Life Support
What kind of recession will this be? What kind of recovery will follow?
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Taking a Long-Term View
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Policymakers globally are being extra vigilant to prevent a repeat of the Global Financial Crisis.
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Putting the Oil Shock in Context
Where to from here?
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The impact on emerging markets.
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Keep Calm & Remain Diversified
A short- and long-term review of the Power of Diversification
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Understanding How the Economy Evolves
Help your clients stay focused on their long-term goals by showing them the business cycle and how it drives the economy and financial markets.
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A list of resources to help your conversations with clients concerned about volatility.
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How the relationship between interest rates and cap rates affects the outlook for CRE equity investments.
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Tariffs and Trade: Don’t Panic
Trade war volatility has markets on edge. Here's what you need to know.
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Behavioral biases are more common than you might think. Watch these short videos to see how they show up in our everyday lives.