06/29/2022
Some Asset Managers Pay Twice as Much as Peers to Use the Same Index
Brand power in the index market is “enormous,” which may be one reason new entrants have found it hard to compete, says Substantive Research’s Mike Carrodus.
Comment, Analysis & Research
06/27/2022
Why Advisors Are Rethinking The 4% Rule
Some advisors and academics saw this altered economic environment as a valid reason to advise retirees to slash their asset consumption rate to 3%, in case returns regressed to the historic mean. Few of them were even thinking about a resurgence in inflat
06/27/2022
Why the global wave of wealth is set to continue
Despite climate of uncertainty, BCG projections expect nominal and real wealth growth to continue – though some areas will be weaker
06/27/2022
Helping Investors Protect Themselves For The Long Term
Some level of inflation is not a bad thing for our economy or markets
06/24/2022
Inflation and rising interest rates have stressed the 60/40 investment portfolio strategy — ‘but it’s not dead,’ says financial advisor
Low interest rates and below-average inflation buoyed stocks and bonds.
06/23/2022
Advancing more women leaders in financial services: A global report
Deloitte’s Within reach series on women in financial services expands and offers strategies to help firms achieve gender equity around the world
06/21/2022
Help Less Central Banks
Policy mistakes on the part of central banks create economic cycles, and this may yet prove to be a very serious one.
06/20/2022
12 charts show how everyone in America but the rich is getting squeezed right now
Gallup's Economic Confidence Index dropped to -45 in May, which Jones wrote is "the lowest reading in Gallup's trend during the coronavirus pandemic, and likely the lowest confidence has been since the tail end of the Great Recession in ea
06/16/2022
Slowing or stalling? A cautious outlook for the global economy
Russia’s invasion of Ukraine was the first, and has altered some dynamics in the global economy forever.
06/16/2022
Who will become the world’s first trillionaire?
Of the 21 individuals who stand a chance of reaching this phenomenal milestone in their lifetime, Elon Musk is predicted to be the first.
06/13/2022
How Gen Z is winning the Great Resignation, from pay increases to better work-life balance
Recent data from LinkedIn, where Gen Z is defined as ages 20 to 24, shared with Insider shows Gen Z job transitions in April 2022 were 29.5% higher than a year earlier.
06/09/2022
7 In 10 Americans Say They’re Blowing Through Savings to Cope With Inflation—Do This Instead
Add to that rising consumer debt—$266 billion more just from the fourth quarter of 2021 to the first quarter of 2022—and it’s probably not surprising that savings are shrinking.
06/08/2022
SS&C to Present at the 2022 RBC Capital Markets Financial Technology Conference
SS&C Technologies Holdings, Inc. has announced today Rahul Kanwar, President and Chief Operating Officer, will present at the RBC Capital Markets Financial Technology Conference on Tuesday
06/07/2022
Who or What to believe?
The first equity market crash in July 2007 was the warning sign from the market that something was amiss.
06/06/2022
Bank of America Credit and Debit Card Data Shows Continued Growth in Consumer Spending, up 9% year-over-year in May
"Our card data shows continued growth in consumer spending, but inflation is challenging households' purchasing power," said David Tinsley, senior economist for the Bank of America Institute.
05/31/2022
FB50
The industry measure of brand success from the voice of the market. An annual study of fund selectors' best global asset management brands.
05/31/2022
Three Opportunities
Vietnam continues to enjoy healthy capital inflows as overseas companies seek to diversify their Asian manufacturing bases away from China.
05/29/2022
In a range, which way do we go?
It looks like the ECB is now going to raise rates, and we are still expecting 2x50bps from the Federal Reserve over the next 2 meetings.
05/29/2022
Investment Truths in an Uncertain World
We counsel our clients to pause and reflect on these valuable investment truths during uncertain times.
05/27/2022
Moderna CEO Bancel Says He’ll Give Most of His Money Away
Moderna CEO Stephane Bancel has an estimated net worth of $4.1 billion.