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The Intelligent Financial LifeTM 
Anatomy of a Recession 
Markets, Models and Tech
Envestnet Institute
Curated educational content to accelerate your practice in an evolving industry.
Financial Planning
Learn about how you can help clients plan for the future
Practice Management
Learn how you can build your practice and become more essential.
Market Insights
Stay in touch with market news and get multiple perspectives.
Portfolio Insights
Hear from some of our publishing partners’ portfolio managers.
Editor’s Picks & Trending
SPDR Q3 Bond Compass: Balancing Risks or the Summer
Access our most comprehensive quarterly report on fixed income flows and holdings, including timely SPDR® ETF implementation ideas to position for the volatility and uncertainty that has gripped the bond market.
Beyond ESG: Driving climate impact through private equity
We believe private equity has a vital role to drive impact, especially in emerging and frontier markets.
Inflation now versus 1960s/1970s experience
Western Asset: US inflation today is the worst since that of the late-1960s and 1970s, but the current experience differs from that previous period in important respects.
Client Presentation: Social Security - Get What's Yours
Talk to clients about how they could get the most out of their Social Security benefit.
Making Portfolios Personal
We discuss what’s driving demand for direct indexing and how advisors are embracing technology to balance personalization at scale.
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?
Inflation now versus 1960s/1970s experience
Western Asset: US inflation today is the worst since that of the late-1960s and 1970s, but the current experience differs from that previous period in important respects.
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.
Looking at the Midterm Polls as D.C. Rolls into August
With less than 100 days remaining until Election Day, most will spend this month intensely focused on courting voters at county fairs, hometown Labor Day parades, and other events.
Global Weekly Commentary: Beware behavioral bias in new regime
Investors are strapped in for a market rollercoaster in a new regime of increased volatility. Views on central bank rates are shuffling fast, as last week’s market reaction to the Fed’s rate hike showed.