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      • (-) Portfolio Construction
      report by Nuveen
      This piece is approved to use with clients.

      Global Investment Committee 2Q 2023 Outlook: Caught in a holding pattern

      Mar 24, 2023
      article by T. Rowe Price
      This piece is approved to use with clients.

      Global Markets Weekly Update: March 17, 2023

      Mar 22, 2023
      report by BlackRock
      This piece is approved to use with clients.

      Global Weekly Commentary: Financial cracks show: What to do now

      Mar 22, 2023
      article by Franklin Templeton

      AOR Update: Bank crisis recalibrates the Fed’s path

      Mar 22, 2023
      article by Northern Trust Asset Management
      This piece is approved to use with clients.

      Market Impact of Credit Suisse Deal

      Mar 21, 2023
      video by Northern Trust Asset Management
      This piece is approved to use with clients.

      MarketScape: Silicon Valley Bank’s Shockwave of Uncertainty Likely to Settle

      Mar 21, 2023
      article by Northern Trust Asset Management
      This piece is approved to use with clients.

      Weekly Market Update: Global Stocks Mixed on Banking Fears, Fed and Bank of England Set for Rate Decisions This Week

      Mar 21, 2023
      video by Russell Investments
      This piece is approved to use with clients.

      Market Week in Review: Stress in the banking system: Updates on Credit Suisse and the collapse of SVB and Signature Bank

      Mar 20, 2023
      report by Northern Trust Asset Management
      This piece is approved to use with clients.

      Whitepaper: How pension plans can clear a higher hurdle

      Mar 17, 2023
      article by Northern Trust Asset Management
      This piece is approved to use with clients.

      Silicon Valley Bank Impact: Why This Isn’t 2008 All Over Again

      Mar 17, 2023
      video by Northern Trust Asset Management
      This piece is approved to use with clients.

      MarketScape: Equity Investing: Is Time on Your Side?

      Mar 20, 2023
      article by Northern Trust Asset Management
      This piece is approved to use with clients.

      Weekly Market Update: Global Stocks Fall on Bank Collapse, ECB Likely to Increase Rate

      Mar 17, 2023
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      Portfolio Construction Insights

      Focus on Equities: Uncertainty and Volatility Create Opportunity

      article by Morningstar Managed Portfolios
      This piece is approved to use with clients.

      Individual stock prices move around much more frequently than business value. At Morningstar Investment Management, we embrace stock price volatility as it provides opportunities to improve our portfolios. We are more optimistic about the long-term outcomes for our portfolios today than we were at the start of 2022. Here's why.

      Jan 18, 2023
      Personalization

      An Inside Look at Direct Indexing

      audio by Morningstar Managed Portfolios
      This piece is approved to use with clients.

      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?

      Jan 18, 2023
      Portfolio Construction Insights

      In defense of defensive fixed income: The case for adding duration

      article by Janus Henderson Investors
      Curated content for RIAs.

      Senior Portfolio Strategist Lara Reinhard outlines three reasons why investors with the appropriate risk tolerance and objectives might consider adding intermediate-duration bonds back to their fixed income portfolios.

      Jan 04, 2023
      Portfolio Construction Insights

      Sinking sentiment: When a bad mood is good news for markets

      article by Janus Henderson Investors
      Curated content for RIAs.

      This year, investor sentiment has sunk amid a historically challenging economy. Is consensus now the right place to be, or do investors run the risk of missing out on some of the best long-term buying opportunities?

      Jan 04, 2023
      Portfolio Construction Insights

      The Risk Report: 2022 Edition

      report by Northern Trust Asset Management

      When portfolios don't deliver outcomes as expected the number one question is "Why?". The Risk Report: 2022 Edition has the answers.

      Dec 16, 2022
      Personalization

      Direct Indexing 101: Satisfying Today's Demand for Greater Personalization

      article by Morningstar Managed Portfolios

      Advancements in technology and portfolio software have democratized access to these personalized portfolios through direct indexing, an innovative strategy that is redefining the competitive landscape for financial advice.

      Dec 06, 2022
      Sustainable Investing

      ESG Investing: How to Assess and Navigate Biodiversity Risk

      article by Northern Trust Asset Management

      Biodiversity loss among the top 3 global risks over the next 10 years

      Dec 06, 2022
      Tax Management

      How to Improve After-Tax Return by Harvesting Investment Losses More Frequently

      report by Northern Trust Asset Management

      Investors who harvest losses more frequently to offset investment gains may enhance their after-tax returns. We show how much of a difference higher frequency may make.

      Dec 06, 2022
      Tax Management

      [UPDATE] Help Clients Keep More: Managing the impact of taxes in a personalized way

      report by BlackRock

      Explore Envestnet and BlackRock’s perspectives on trends taking shape in the world of tax management and discover new technology solutions to better scale your practice for future growth. 

      Nov 15, 2022
      Portfolio Construction Insights

      8 Actionable Ideas for Financial Advisors Today

      report by Morningstar Managed Portfolios
      This piece is approved to use with clients.

      Today’s financial advice environment is complex, with large sums of cash on the sidelines and nervousness among clients rising. Some clients don’t want to miss the market bounce, but they are equally aware of a global recession, inflation, and profit declines. The current conditions are ripe for errors, providing a potential opportunity for advisors to add value.

      Nov 04, 2022
      Portfolio Construction Insights

      Tax-Loss Harvesting Ideas for Down Markets

      article by SSGA
      This piece is approved to use with clients.

      Today’s negative returns may present the most significant tax-loss harvesting opportunities in decades. Learn how to implement tax-loss harvesting throughout the year to make the most of these losses.

      Oct 21, 2022
      Sustainable Investing

      How to Build an ESG Core When Harvesting Losses

      article by SSGA
      This piece is approved to use with clients.

      Widespread market losses and the increased availability of ESG funds make harvesting losses and repositioning for ESG a compelling proposition now.

      Oct 21, 2022
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