04/26/2023
ABA, state groups: U.S. banking sector remains resilient
“While banks may have different business models and strengths, institutions succeed when they meet the needs of the communities they serve.”
Comment, Analysis & Research
04/25/2023
Why EM right now?
In times of uncertainty, investors may be reluctant to put money to work in assets sensitive to global growth, rates, and risk appetite—like those from emerging markets (EM).
04/25/2023
Why US company earnings forecasts look dead wrong
Given this economic backdrop, analyst forecasts for the earnings of US companies in aggregate still look much too optimistic.
04/25/2023
US dollar to come under further pressure
The US has enjoyed a growth premium relative to the rest of the developed world in recent years, but we believe this will erode in the coming months.
04/24/2023
The bad loan term that’s back for banks trying to spot a recession
And they’re rising, which sets off the kind of bells that have sent bank stocks down roughly 20% since early March, even as earnings from the sector are coming in healthier than expected.
04/24/2023
13 must-dos for your preretirement checklist
And no matter whether you're an expert or not, you too need a checklist for retirement planning, especially if you're five to 10 years away from retiring.
04/24/2023
There is no banking crisis: Morgan Stanley CEO James Gorman
Bank chief says fundamentals 'extremely healthy' despite Silicon Valley Bank collapse
04/19/2023
BofA: Credit crunch fears drive investors into highest bond allocation since GFC
Most pessimistic month of 2023
04/18/2023
Vestmark Goes Live With Direct Indexing
Direct indexing is just one component of Vestmark's VAST, a kind of personalized unified managed account, which allows for tax optimization and transition services across the entire portfolio.
04/17/2023
Why are wealth management firms ignoring their own succession planning advice?
Financial firms often tell their clients about the importance of succession planning. They should practise what they preach
04/17/2023
Citigroup CFO Mark Mason on how ‘careers are defined in times of crisis’
“When you look at the Globally Systemically Important Banks, the G-SIBs, we certainly have all types of requirements that ensure safety and soundness.”
04/14/2023
Why Brazil could prove a major headache in UBS's takeover of Credit Suisse
Despite UBS acquiring Credit Suisse, in Brazil the latter is larger.
04/13/2023
Pause or hike, caution is still warranted
But irrespective of whether the Fed delivers a further rate increase, we see reasons to be cautious about the outlook for the US economy and corporate earnings.
04/13/2023
US inflation eases more than expected but rate hikes may still be on the cards
The fight against inflation is set to continue for the foreseeable future, and Jerome Powell has made it clear that he will take decisive action if needed.
04/12/2023
The 5 Wealthiest and 5 Fastest-Growing US Cities for Millionaires
Today, the USA accounts for 32% of total global wealth and 36% of the world’s millionaires.
04/11/2023
Market narratives keep jumping
After the market narrative flip-flopped multiple times in 1Q, the long weekend arrived just in time to provide a brief reprieve from trying to figure out what comes next.
04/06/2023
U.S. banks are dangling promotions to lock in customer deposits, analysts say
The promotions are running at a time when the failures of Silicon Valley Bank (SVB) and Signature Bank last month spooked customers, prompting them to move $119 billion out of smaller institutions.
04/05/2023
Northwestern Mutual Earns Record Showing on Latest National Ranking of Top Wealth Advisors
Forbes Best-In-State Wealth Advisors are nominated by their firms and undergo a series of comprehensive interviews, questionnaires and vetting by SHOOK Research.
04/05/2023
Analyzing fixed income manager performance
Like equity managers, fixed income managers have lots of different levers to pull to try to outperform the traditional benchmarks.
04/05/2023
The Beverly Hills Bar Association in conversation with Samantha Klein: Family law
In this video interview with the Beverly Hills Bar Association, Samantha Klein, head of the California family law practice, discusses her professional history and explores key moments in her family law career and practice.