Envestnet Institute
Curated educational content to accelerate your practice in an evolving industry.
Editor’s Picks & Trending
The Inflation Conversation: Preparing Your Clients For The Potential Impact To Their Financial Portfolios
As inflation increasingly becomes a topic of speculation in the media, it may be top of mind for your clients. Will global economies continue to battle COVID-related setbacks?
The Long View: Waiting for a Pullback?
In this second quarter commentary, ClearBridge Investments suggests a strong macro outlook and resurgent buybacks point to any weakness as a buying opportunity.
Weekly Market Compass: What’s driving low Treasury yields?
Last week, we saw yields on US Treasuries reach fresh multi-month lows. The 10-year yield fell to 1.25% during the week, although it was able to finish the week modestly higher.
Global Weekly Commentary: Looking through near-term volatility
Investors are contemplating very different potential outcomes beyond the economic restart – leaving markets prone to overreacting to news flow, as we witnessed just last week.
Weekly Investment Commentary: Volatility rises over “peak earnings growth” concerns
Performance was bifurcated in global equity markets last week. Major U.S. indexes rebounded on Friday, locking in gains, while non-U.S. markets were broadly lower.
Investment Strategy Brief: The ECB's Steady Hand
The European Central Bank announced policy changes that suggest easy monetary policy will be in place even longer than expected, another boost to Europe's outlook.
A Broader Tilt to Value
Value stocks, including those outside the U.S., have cheap valuations and could benefit from an improving economic environment.
Webcast: Navigating A New Rates Regime
The stimulus actions employed by central banks since the start of the pandemic have dramatically altered the fixed income landscape. Are rates stuck near zero for the foreseeable future, or will inflation and a growing debt mountain force a change?
Currency Hedging Can Boost Yields and Reduce Volatility
U.S.-based bond investors who hedge the currencies of foreign bonds can obtain higher yields and mitigate portfolio volatility.
5 Lessons From 5 Decades of Asset Allocation
At Morningstar Investment Management, our asset allocation approach has drawn on our research spanning five decades. Some lessons have stood the test of time and continue to inform our thinking today. We unpack five key lessons that we believe are vital to be a great asset allocator today.
The Long View: Waiting for a Pullback?
In this second quarter commentary, ClearBridge Investments suggests a strong macro outlook and resurgent buybacks point to any weakness as a buying opportunity.
Politics and the Olympics
The summer Olympics in Tokyo start this Friday, July 23 with a live, televised opening ceremony. As NBC said, this event “will be the first major global gathering since the worldwide pandemic began last year.”