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Macroeconomic & Geopolitical
April jobs report: Labor market strength defies Fed tightening
Market response
Macroeconomic & Geopolitical
Corporate earnings: Growth clouds have arrived
While many macro signals have already triggered current recessionary conditions in some pockets of the economy, the 4Q22 inversion of the 3m10y Treasury yield curve means that investors need to prepare portfolios for the volatile period that is likely ahead.
Behavioral Finance
The Unconscious Nudge: Behavioral science and its financial implications
Over the course of this presentation, we will talk about how the brain systems work and how it impacts decisions that people make.
Tax Management
What to do about tax uncertainty
Consider what may help to reduce taxes—just in case.
Manager & Investment Selection
Building the Right Team for Your Client Portfolios
This presentation explains how to select and combine managers and investment vehicles.