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Macroeconomic & Geopolitical
Five Forces in International Equities Investors May Be Underestimating
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Global Head of International Equities Justin Thomson surveys five global trends that many international equity investors may be underestimating.
Leveraging Technology & Data
Disruption Accelerated
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Firms that provide the infrastructure for the online economy have demand for their services boom during the pandemic.
Behavioral Finance
The Five Stages of a Market Crisis
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A process similar to the "five stages of grief" can be seen in market crises, including the current one.
Tax Management
Investor Education: Tax Efficient Investing
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Taxes can have a significant impact on your clients' investment returns. This guide helps them understand the importance of building and maintaining a tax-efficient portfolio.
Philanthropy
Investor Education: Learn About Charitable Giving
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Use this practical guide to complement discussions you have with clients about philanthropy.