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Recent insights
Hear from our experts on the issues our clients care about
INVESTING
JUNE 19, 2019
From black to blue: Moving the ESG conversation beyond carbon and onto water
EMILY STEINBARTH
There is more to the E in ESG than carbon. In our latest research, we move the conversation from carbon to water and look at water-stress exposure in an investment portfolio.
MARKETS
JUNE 19, 2019
B is for behavioral mistakes—Preventing them may be your greatest value
LAURA HUTCHISON
This is the second in a series of posts focusing on the formula of advisor value. In this post, we tackle the behavioral mistakes that investors typically make. Addressing the investment behavior of your clients may be the greatest value you provide.
INSTITUTIONAL
JUNE 18, 2019
Confessions of a former CIO…on OCIO
PETER CORIPPO
We believe fiduciaries should be open to considering the OCIO value proposition.
MARKETS
JUNE 15, 2019
Roil over oil? How rising Iran-U.S. tensions could impact markets
PAUL EITELMAN
- Could the fallout from the Mideast oil tanker attacks shake up global markets?
- Inflation runs soft again. Is a Fed rate cut in the works?
All quiet on the China-U.S. front as trade stalemate drags on
ADVISORS
JUNE 13, 2019
Do you know how to calculate after-tax returns?
FRANK PAPE
Focusing on investment taxes all year—not just in April—can make a material difference in successful after-tax outcomes.
2019 Global Market Outlook – Q2 update
The pause that refreshes
Markets are caught between incoming data that point to slower global growth and forward-looking factors that suggest improvement later in the year. With the pause in U.S. Federal Reserve rate hikes, we expect modest recovery in global cycle conditions.
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