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Macroeconomic & Geopolitical
MarketScape: What if the U.S. Defaults? And Other Debt Ceiling Scenarios
Chief Investment Officer for Global Fixed Income Thomas Swaney outlines how various scenarios may impact investors.
Macroeconomic & Geopolitical
Investment Perspective: A Narrowed Path
Two roads diverged in a central bank wood – and the Fed took the one less dovish.
Human Capital
Building an inclusive practice: Unlocking diversity capital
Growth is no longer just about acquiring assets. In fact, as the population in need of financial advice grows and diversifies, so, too, must the advisory teams that serve them.
Macroeconomic & Geopolitical
MarketScape: Inflation May Have Peaked, but Uncertainty Looms
This piece is approved to use with clients.
Stocks have rebounded on signs that U.S. inflation may have peaked, but investors face potentially muted returns while the risk of sticky inflation remains.
Macroeconomic & Geopolitical
MarketScape: A 50/50 U.S. Recession Risk
This piece is approved to use with clients.
Chief Investment Strategist Jim McDonald examines the economic risks investors face.
Client Experience
Ep 17: How to Manage Your PR and Client Communications in Times of Crisis - With Mark LaVoie
This piece is approved to use with clients.
Do you know how to show your clients that you’re present and at their service? Do you know how to approach questions about portfolio performance right now? In this episode Mark LaVoie, Vice President at Prosek Partners, discusses communication strategies for advisors to adopt during the pandemic. Mark shares which conversations to have –– and not have –– with clients right now along with ways to use email, video, and social media.
Human Capital
Diversity is Good Business for Advisory Firms
This piece is approved to use with clients.
U.S. demographics are changing and we are expected to be a minority/majority by 2045. Yet the majority of financial advisors are still overwhelmingly white, male and shrinking in numbers. FlexShares conducted a survey of investors and advisors to see if diversity was being pursued and how firms were building diverse teams.