Commentary

U.S. Inflation Slows. Is a Rate Cut in the Cards?

On the latest edition of Market Week in Review, Investment Strategist BeiChen Lin and Product Operations Analyst McKenna Painter discussed the latest U.S. inflation data and how it could impact Fed policy. They also assessed when the BofE could begin lowering borrowing costs and concluded with an update on economic growth in China.

Commentary

Value of an Advisor: A Is for Active Rebalancing and Asset Allocation

Many investors and advisors take rebalancing for granted because it’s often done behind the scenes

Commentary

Understanding Direct Indexing: A Personalized Investment Approach

You’ve probably heard the term “direct indexing.” It seems like everyone is talking about it. You’ve probably also read that sales of direct indexing products are booming. But what exactly is direct indexing?

Commentary

Key Takeaways From Q1 Earnings Season Around the World

On the latest edition of Market Week in Review, Chief Investment Strategist for North America, Paul Eitelman, and Equity Manager Research Analyst Michelle Batjargal discussed the results of first-quarter earnings season around the globe.

Commentary

Private Credit Outlook 2024: Navigating Through Credit Opportunities

Three key reasons why investors should consider allocating capital to private credit for substantial and differentiated returns.

Commentary

Bursting the Myth: Understanding Market Bubbles

What exactly is a market bubble, and how can investors recognize one?

Commentary

Passive Investing Could Be Very Costly. What’s Your Plan if a Market Correction Strikes?

The consensus outlook among analysts today is that tech innovation will rewrite the global productivity index, with AI (artificial intelligence) and automation expected to bring a new wave of industry efficiencies.

Commentary

Registered Investment Advisors: Strategies for Growth and Differentiation

The promise of independence is luring more and more advisors to the Registered Investment Advisor (RIA) channel. RIA headcount has grown rapidly over the past decade and by 2027, Cerulli estimates that RIAs will control nearly one-third of intermediary asset market share.

Commentary

A Step in the Right Direction: U.S. Inflation Eases in April After Hot Start to the Year

On the latest edition of Market Week in Review, Director of Investment Strategies, Shailesh Kshatriya, and ESG and Active Ownership Analyst Zoe Warganz discussed the U.S. inflation and retail sales reports from April, as well as the market’s reaction. They also chatted about the improving economic outlook in Europe.

Commentary

Listed vs. Unlisted Infrastructure: A Misunderstood Rivalry?

In today's financial climate, marked by interest rate and geopolitical uncertainties, infrastructure investment offers financial and strategic opportunities. However, traditionally infrastructure portfolios have been divided into listed and unlisted segments, with investors choosing between one or the other.

Commentary

May 2024 Active Management Insights: Beyond the Magnificent Seven

Managers are increasingly focusing on sectors beyond tech that could benefit from the rise in AI in the short term. These include healthcare and consumer companies, which also have more attractive valuations.

Commentary

The Tax Cuts and Jobs Act of 2017 – Preparing for the Sunset

Anticipation is one of those mental states that can result in either relief, or disappointment. We may anticipate the results of a test, for example, and feel relieved if the results are good, or disappointed if they are not.

Commentary

Could Quantitative Tightening Cause Another Liquidity Crisis in Repo Markets?

The U.S. repurchase agreement, or “repo” market, provides more than $3 trillion in short-term funding each day. Most repo transactions are overnight and are collateralized by Treasuries.

Commentary

Where Is Fixed Income in Its ESG Journey?

ESG integration is a trend financial markets are familiar with, but that doesn’t mean all asset classes are at the same levels of progress. ESG means different things to different people, and its integration into equity investment does not represent the same journey experienced in fixed income.

Commentary

Q2 2024 Update: Real-Time Risk Exposure Report

As institutional investors, we most often represent risk as standard deviation or tracking error. But when we implement changes in our portfolios, the real-time risk happens much faster.