Research

Data

Direct indexing looks for an opening amidst ETF uptake

New Schwab research shows the growing appeal of exchange-traded funds, while raising questions about whether investors are open to direct indexing.

ESG

Is it time to consider green bonds?

Market dynamics may soon be favorable for green bonds, an area of the market that has seen a recent uptick in flows and assets under management.

Investing

“Semi-liquid” funds: The new good looking beast in town

A wider opportunity set of investors and historical alpha generation from private offerings has attracted asset allocators and strategy providers and positioned interval funds and tender funds as a key solution.

Investing

Identifying the tools you need to lean on in inflationary periods

Real assets are useful portfolio components in all market conditions. But in this inflationary environment, these assets could be essential.

Investing

Will recession threat send more advisers toward alternatives?

With the 60-40 portfolio suffering against a difficult backdrop, could alternatives act as a 'shining star' for advisers?

Investing

Natixis survey shows global retirement security falters as inflation spirals

The annual Global Retirement Index reveals 2022 could be the most challenging year to retire in recent history, as market environment impacts pension savings.

Investing

As Fed battles inflation, financial advisers brace for recession fallout

Advisers are adjusting clients' portfolios to weather the recession that could result from the central bank's response to spiking prices.

Macro

Should investors be wary of a strong dollar?

The greenback provides the green grease which lubricates the global economy and if monetary policy leads to a shortage of dollars, then further upsets and dislocations are quite possible.

News

Will ‘hot’ August inflation shift Fed’s interest rate trajectory higher?

The Fed may be pressured to target a higher terminal fed funds rate as it seeks to tame U.S. inflation expectations following strong price rises in August.

Macro

Is the current inflation structural or cyclical?

Now inflation has become an issue, governments across the world are making the same mistakes as in previous inflationary periods.

Equities

“We are not single-outcome investors”: The value perspective in difficult market conditions

Remaining disciplined and using periods of volatility to find opportunities are key tenets of the US Value Team at Artisan Partners.

Investing

The signals that point to the market’s long-term recovery

History shows that a rally in a bear market can be something of a false dawn. Several components need to come together to signal a more sustained recovery.

Macro

The return of the 1970s playbook

The Fed has reiterated that the main aim is to get inflation down – whether that creates a recession or not.

Equities

How historical rallies compare within bear markets

Resisting the urge to try to time the market, focusing on strategic asset allocation, and staying the course has typically been a highly effective approach for long-term investment success.

Equities

The six essentials when building an investment portfolio

Building a well-crafted portfolio requires an understanding of financial markets, taxes, asset classes, and human nature. Done right, the chances of positive investment outcomes are greatly increased.

ESG

European investors continue to back ESG ETFs

ESG ETFs represented 42% of total European ETF flows in the three months to the end of June 2022.