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Sustainable Investing
Think Sustainable
This investor guide answers four key questions to help get started with sustainable investing.
Portfolio Construction Insights
Model Specialists Coverage Map
Get in touch with a model specialist to learn how incorporating models, as well as technology, into your practice can help make things more transparent and uncover key areas your clients want to discuss, like risk.
Macroeconomic & Geopolitical
Anatomy of a Recession Long View: 2022--The Year of Transition
This piece is approved to use with clients.
ClearBridge Investments believe that inflationary pressure will begin to moderate in a few quarters and transition toward the Fed’s 2% target.
Macroeconomic & Geopolitical
Uncertainty Increases
In this Allocation Views, our Franklin Templeton Investment Solutions team consider whether the energy price shocks, and supply-chain disruptions may continue to slow the process of inflation normalization.
Sustainable Investing
Introducing sustainability in portfolios
Explore BlackRock’s framework for introducing sustainability in portfolios.
Macroeconomic & Geopolitical
Five Forces in International Equities Investors May Be Underestimating
This piece is approved to use with clients.
Global Head of International Equities Justin Thomson surveys five global trends that many international equity investors may be underestimating.
Portfolio Construction Insights
Nationwide: Valuing annuity benefits for required minimum distribution and Roth conversions purposes
When deferred annuities are owned by qualified accounts these guarantees must be taken into account when calculating required
minimum distributions (RMD) and the taxable amount of a Roth IRA conversion.