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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.
Personalization
An Inside Look at Direct Indexing
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Direct indexing is becoming a key addition to financial advisors’ toolkits. It provides the ability to tailor an index, like removing a stock or even industry, which can bring the fun back to investing and help with after-tax outcomes.So, what’s all the fuss about? What are the salient points you need to know? Who’s it right for? And what are the thorny issues to weigh?
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.
Fixed Income Insights
Global Perspectives: Mortgage-Backed Securities – Has the Baby Gone Out with the Bathwater?
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In the latest episode of our Global Perspectives podcast series, Portfolio Manager Nick Childs and Securitized Products Analyst Tom Polus discuss the reasons why they believe mortgage-backed securities have been sold off disproportionately, and if that might be a good thing going forward.
Client Life Events
Invested in Connecting Women: How Community Builds Confidence
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In this episode of Invested in Connecting Women, host Olivia Hails welcomes Emily Lassiter – co-creator of The Wealth Edit – back for a conversation about how her own unexpected crisis led her to build a community dedicated to helping women achieve financial independence.
Client Life Events
Emergency savings: Planning for the unplannable
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The COVID-19 crisis exposed an already dire problem – families could not come up with money for unexpected expenses, such as replacing a flat tire or repairing a busted pipe. As such, many advisors have been reemphasizing the importance of optionality and financial wellness to help their clients and communities properly prepare for these unpredictable emergencies.
Fixed Income Insights
High Yield: Passing the Baton from Beta to Alpha
Global Head of Portfolio Construction and Strategy Adam Hetts talks to Seth Meyer and Tom Ross, portfolio managers on the high-yield bond strategies, about how with credit spreads gradually tightening, returns will likely become less about market direction (beta) and more about identifying individual opportunities (alpha).