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Macroeconomic & Geopolitical
The Active Share: Are Microchips the New Oil?
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Microchips are the building blocks of the modern economy, but what are the geopolitical implications of this new power player?
Fixed Income Insights
Research in Action: Banks cash in on rising rates
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Portfolio Manager and Research Analyst John Jordan says rising interest rates, large capital reserves, and secular tailwinds are helping to bolster the financials sector despite an uncertain economic outlook.
Macroeconomic & Geopolitical
PodCast: Episode 34: Revenge of the Old Economy
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Low interest rates and a focus on being green led to significant underinvestment in the old economy. Netflix rose and Exxon fell. But we’re now beginning a rotation away from the new economy back to the old, says Jeff Currie, global head of commodities research at Goldman Sachs. In this episode of The Active Share, Jeff tells Hugo how he sees the future of energy, from green tech to oil, from the east to the west—who will win, who will lose, and how investors can prepare.
Investing Ideas
Myron Scholes on Time: Efficiency in stock and option markets
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In this episode, Myron in conversation with Phil Maymin, compares and contrasts the market efficiency of stocks and options.
Macroeconomic & Geopolitical
The End of the World As We Know It
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There’s no debating that we’re in tumultuous times, but who’s coming out ahead and who will be left behind? We asked geopolitical strategist Peter Zeihan...
Retirement
Plan Talk: Analyzing risks and opportunities in today’s plan menu lineups
Curated content for RIAs.
In this episode of Plan Talk, Retirement Director Ben Rizzuto speaks with Damien Comeaux, Senior Portfolio Strategist, about how the Portfolio Construction and Strategy (PCS) team analyzes plan menu lineups to help ensure they provide adequate diversification.