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      • (-) Portfolio Construction
      report by BMO Global Asset Management
      This piece is approved to use with clients.

      BMO Market Charts: February 17, 2021

      Feb 17, 2021
      report by BMO Global Asset Management
      This piece is approved to use with clients.

      Weekly Market Snapshot: February 12, 2021

      Feb 17, 2021
      article by Barings
      This piece is approved to use with clients.

      Weekly Macro Update: Who Will Balance the Budgets?

      Feb 25, 2021
      article by Invesco
      This piece is approved to use with clients.

      Weekly Market Compass: Bitcoin has gained credibility over the past three years, but I believe its use as a currency, a diversifier or an inflation hedge is a bit off the mark.

      Feb 24, 2021
      report by Nuveen
      This piece is approved to use with clients.

      Weekly Investment Commentary: Stocks remain quiet. For now.

      Feb 24, 2021
      video by AAM
      This piece is approved to use with clients.

      AAM Viewpoints: The Low Yield Environment and Corporate Credit Trends

      Feb 24, 2021
      report by BlackRock
      This piece is approved to use with clients.

      Global Weekly Commentary: Downgrading government bonds

      Feb 24, 2021
      report by BMO Global Asset Management
      This piece is approved to use with clients.

      BMO Market Charts: February 23, 2021

      Feb 24, 2021
      report by BMO Global Asset Management
      This piece is approved to use with clients.

      Weekly Market Snapshot: February 19, 2021

      Feb 24, 2021
      video by Russell Investments
      This piece is approved to use with clients.

      Market Week in Review: What’s fueling the rise in U.S. interest rates?

      Feb 24, 2021
      article by Northern Trust Asset Management

      Longer Term Yields Continue Rise, Virus Variant on Watch

      Feb 23, 2021
      article by Northern Trust Asset Management

      Coming to Pass

      Feb 23, 2021
      Results for ""
      Impact Investing

      2019–2020 Responsible Investing Engagement Report

      report by Nuveen
      This piece is approved to use with clients.

      The 2019-2020 Responsible Investing Engagement Report chronicles Nuveen's active-ownership initiatives and the outcomes achieved over the past year.

      Feb 24, 2021
      Impact Investing

      Sustainable Investing is No Longer Just Trendy - It's Table Stakes

      report by Northern Trust Asset Management

      To say 2020 was a strong year for sustainable investing would be an understatement. Not only were there prodigious fl ows into sustainable strategies, such as ESG (environmental, social and governance) funds, sustainable strategies outperformed non-sustainable strategies during the market turmoil – providing validation that incorporating ESG data and analytics can help manage both portfolio risk and returns.

      Feb 23, 2021
      Impact Investing

      Sustainable Investing Trends for 2021

      article by Northern Trust Asset Management

      9 trends investors should know will impact their portfolios.

      Feb 23, 2021
      Impact Investing

      ESG in 2021: Closing the Expectations Gap

      article by Janus Henderson Investors
      This piece is approved to use with clients.

      Antony Marsden, Head of Governance and Responsible Investment, explores key themes related to Environmental, Social and Governance (ESG) investing in 2021, including why a rethink on ratings is necessary to align expectations with reality.

      Feb 04, 2021
      a book with an apple
      Portfolio Construction Insights

      5 Lessons From 5 Decades of Asset Allocation

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

      At Morningstar Investment Management, our asset allocation approach has drawn on our research spanning five decades. Some lessons have stood the test of time and continue to inform our thinking today. We unpack five key lessons that we believe are vital to be a great asset allocator today.

      Feb 04, 2021
      Active/Passive Management

      The Changing Nature of Active Management

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

      Research shows that investors need to not only be active to outperform; they need to be patient. President and Global CIO Daniel Needham discusses why we believe the changing nature of active management is an opportunity and an advantage--and how to help investors understand the inherent benefits of staying the course.

      Feb 04, 2021
      A ladder and a plant.
      Portfolio Construction Insights

      How a Bond Ladder Can Offer Stability in Any Market Condition

      article by Morningstar Managed Portfolios

      A bond ladder, or a portfolio of individual bonds whose maturity dates are staggered over a set number of years, is designed to provide a predictable income stream while minimizing exposure to interest-rate fluctuations. We explore why an investor might consider holding a bond ladder, risks, and our expectations for the current rate environment.

      Feb 04, 2021
      Active/Passive Management

      Active ETFs Are Here to Stay

      article by Janus Henderson Investors
      This piece is approved to use with clients.

      Head of Exchange-Traded Products Nick Cherney discusses the driving forces behind the growth of the exchange-traded fund (ETF) industry and why active ETFs are capturing a larger share of the overall market.

      Jan 26, 2021
      a city skyline through a detached camera lens.
      Impact Investing

      Global Sustainable Equity: News and Opportunities

      article by Janus Henderson Investors
      This piece is approved to use with clients.

      Reflecting on the last quarter of 2020 and looking ahead to the opportunities in the world of sustainability.

      Jan 26, 2021
      a woman teaching her child how to roller skate.
      Impact Investing

      Think Sustainable First

      report by BlackRock

      This investor guide answers four key questions to help get started with sustainable investing.

      Jan 20, 2021
      Impact Investing

      Influencing for good: 20 years of engagement

      report by BMO Global Asset Management
      This piece is approved to use with clients.

      The way investors conduct engagement has transformed. From a niche approach largely confined to mission-orientated investors, engagement is now a mainstream investor activity. The success of the Climate Action 100+ initiative in bringing together investors, representing close to US$40 trillion in assets, shows how far we have come.

      Jan 07, 2021
      Impact Investing

      ESG Viewpoint – COVID-19 and the pharmaceutical industry

      article by BMO Global Asset Management
      This piece is approved to use with clients.

      Public trust in the pharmaceutical industry has eroded. The pandemic provides drug-makers a chance to begin re-building their reputation – but only if they prioritise socially responsible practices.

      Jan 07, 2021
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