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Client Relationships
Why Sick Days Matter
This piece is approved to use with clients.
Working through illness has become increasingly common in our industry, especially with the advent of remote work. Lindsay Troxell, Senior Director, Knowledge Labs® Professional Development, discusses why financial professionals tend to avoid taking sick days and how we can begin to reverse the trend.
Market Outlooks
Taking the Long View on Market Volatility: A Global Equities Conversation
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Structural shifts in the global economy and market dynamics continue to drive volatility in equities: what should smart investors be doing right now?
Market Outlooks
The 2022 Selloff: What, Why, and Where We Stand
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Our principles: stay true to the process; recognize uncertainty for what it is; remain focused on fundamentals; and utilize periods of uncertainty to consider implications for portfolio positioning.
Market Outlooks
Revisiting U.S. Growth in a Challenging Environment
This piece is approved to use with clients.
Portfolio Managers Doug Rao and Brian Demain discuss the changing market environment for growth equities ‒ from the Russia/Ukraine conflict to repercussions developing from the COVID policy response.
Human Capital
Turning Stress Awareness into Action
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Lindsay Troxell, Senior Director, Knowledge Labs® Professional Development, explains how recognizing and managing our short-term reactions to stress can help prevent its harmful long-term impacts on our health and well-being.
Business Development
Direct Indexing and Personalization at Scale—How Tech Provides the Way Forward
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Direct indexing and personalization used to be available only to ultra-high-net-worth investors, but technical advances and more widespread computing power are rapidly bringing those offerings to smaller investors.
Market Outlooks
FAQ: What Does Russia’s Invasion of Ukraine Mean for the Market?
This piece is approved to use with clients.
Mounting tensions between Russia and Ukraine resulted in a Russian invasion into Ukraine sovereign territory in February. We continue to monitor events and their impact on asset classes closely. As our conditions and our views evolve, we offer our perspective on the market’s response.