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Macroeconomic & Geopolitical
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?
Policy and Regulatory Commentary
In First 100 Days, Biden Maps Big Changes to Economy
This piece is approved to use with clients.
The technology, health care, industrials, and utilities sectors could be impacted by Biden's legislative agenda.
Macroeconomic & Geopolitical
Five Forces in International Equities Investors May Be Underestimating
This piece is approved to use with clients.
Global Head of International Equities Justin Thomson surveys five global trends that many international equity investors may be underestimating.
Policy and Regulatory Commentary
Cooling U.S.‑Europe Trade Tensions Could Lead to Bigger Deal
This piece is approved to use with clients.
The prospects of the U.S. resolving key trade challenges with the EU have improved. The U.S. is likely to remain hawkish toward China.
Leveraging Technology & Data
[Webinar] Think Beyond: Building Your Business with Managed Models
The pandemic has accelerated a shift in market conditions that calls for rethinking portfolio allocations. How you respond could make a big difference for your clients and your business.
Client Experience
Which Advisors Had A Smoother Ride During COVID
Advisors should treat the pandemic as a turning point, making strategic changes to add the most value for what clients need today and do more with less.
Leveraging Technology & Data
Tech in Business
98% of advisors say that technology impacts their decision to join a new firm, with 70% saying it ‘significantly impacts’ that choice.