Envestnet Institute
Curated educational content to accelerate your practice in an evolving industry.
Editor’s Picks & Trending
Making the Transition from Managing Assets to Managing Wealth: An Advisor's Checklist
A brief checklist of considerations for adding managed portfolios to your practice.
The Big Reveal Podcast Series: Season 1
Suzanne Siracuse asks the questions nobody else asks, as expert guest and expert interviewer collide in her new and truly unique podcast series The Big Reveal.
U.S. Capital Gains Tax Proposal Challenges Stocks, Big Tech to Report Earnings
U.S. stocks fell Thursday on a proposed capital gains tax increase. Apple, Microsoft and Alphabet will report earnings this week.
Inflation or Bust
As part of the U.S. economy's welcome recovery from the pandemic, inflation expectations and nominal interest rates have been on the rise-more recently, so have real rates, and the market response has become somewhat complicated.
MarketScape: Don’t Give Up on Emerging Markets
Emerging market equities have gone from the best performing region to the worst performing region in a few short months. Are they getting ready for a comeback or is it time to take a step back? Our Chief Investment Strategist EMEA & APAC, explores the issue.
Munis remain steady as credit recovery gains steam
Nuveen’s Head of Municipals John Miller comments on the municipal markets over the past quarter.
President Biden’s First 100 Days: By The Numbers
President Joe Biden marks his 100th day in office tomorrow. What has happened so far?
Global Weekly Commentary: Inflation: beyond near-term volatility
Inflation looks set to overshoot the Fed’s target as we have expected. Yet we see uncertainties around the near-term persistence of the overshoot as the restart leads to unusual supply and demand dynamics.
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.
Weekly Market Compass: Sometimes good economic news isn’t good for stocks. Here’s why we’re seeing such a moment right now.
Well, last week was a real “meh” moment for markets as US stocks shrugged off the news of strong earnings. Certain high-profile companies reported strong results, and 86% of S&P 500 Index companies have beaten market expectations so far, with 60% of the index’s companies reporting.