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Market Outlooks
Recession, Inflation, and Duration Considerations
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Are markets correctly pricing inflation? What flavor of recession are our economists anticipating? What roles will quality and duration play in 2023 within the fixed income asset class? Our economists discuss key questions facing investors today in our latest Macro Perspectives.
Gloom and Doom from the IMF video & our new “Just a Minute”
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Video from Jared Lou and his perspective after the IMF meetings in Washington, DC. Jared speaks about one of the big takeaways from the IMF meetings.
Portfolio Construction Insights
Alaina Anderson Looking for Leaders
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Listen to International Leaders Portfolio Manager, Alain Anderson discuss how to define and identify leaders, what it means for investors and how they benefit.
Client Relationships
[Replay] Changing Faces of Wealth
The “Great Wealth Transfer” is underway, with $68 trillion set to pass from older generations to their heirs. Those inheriting constitute a generation much more diverse than the previous, and their principles and priorities tend to differ from the givers.
Market Outlooks
Student of the Market: March Edition
Stay on top of changing market environments by learning from their historical parallels.
Market Outlooks
Student of the Market: January 2020
Stock market returns, 2020: A wild ride, Stock fund risk, Stocks after the rebound, Flow divergence, S&P Envy, & Inflation and Investments