Investment Perspectives

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A Closer Look At Yield Metrics In An Evolving Rate Environment

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Thorough fund due diligence should start with an understanding of how each yield metric is calculated.

Minding Your 'P's': How To Evaluate A Direct Index Provider

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Direct indexing strategies present unique evaluation challenges relative to other types of investment strategies.

Buffett Shows Investors How To Broaden Their Horizons

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High-quality companies can be found outside the US, and often at cheaper prices.

A Bank Murder Mystery

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In the month since Silicon Valley Bank collapsed, four possible culprits have emerged.

The Pitfalls Of Dollar Hegemony

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We need to resurrect an alternative perspective on what money does and how it works.

Is Direct Indexing Right For Your Clients?

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While direct indexing does offer some very attractive features, it may not be right for everyone.

A BRICS Threat To The Dollar?

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Until a credible alternative to the dollar can be found, the greenback's dominance will not really be in doubt.

Bond Investors Shouldn't Gamble On The Inverted Yield Curve

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Reaching for yield during inversions misses the bigger driver of total return.

Inflation Has Peaked, But Expect Another Rate Hike, Says J.P. Morgan's Lebovitz

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Strategist David Lebovitz said that inflation “remains higher than policymakers would like.”

The Real Threat To Dollar Dominance

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The greatest threat to the dollar lies mostly in the current reckless standoff over the debt ceiling.

Strong Jobs Report Could Spell Trouble For Markets

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Economists anticipate this month's jobs report will signal continued reasonable growth rates.

Looking Back At The Markets In Q1 And Ahead To Q2

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It was a stronger start to 2023 than most had expected, and it may signal how the rest of the year will play out.

Who Is Right, Fed Or Markets?

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The markets are pricing in several rate cuts by the end of this year, while the Federal Reserve communicated more rate hikes.

Another Black Eye For ESG In MSCI's Mass Downgrade

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A change in methodology will see ratings on thousands of funds lowered, highlighting the problems with such scores.

The Banking System Isn't A China Shop--Yet

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The failure of recent banks has some wondering if we've learned from past mistakes.

This Stock Market Splash Has A Disturbing Undertow

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The last time the S&P 500 Index rose more than its equal weight counterpart this much was the final three months of 1999.

SVB Gives Bond Investors A Stark Lesson In Term Risk

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The danger with lending for longer is that when interest rates rise, bonds decline in value.

Pay Attention When The Job Growth Dog Barks

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With job growth still strong and consumer confidence up, the average person is still doing well.

The Fed's Role In The Bank Failures

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There are four reasons to worry that the latest banking crisis could be systemic.

The Recessionary Price Of A Faster Decline In Inflation

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The Federal Reserve appears willing to push the economy into recession to achieve a more rapid victory over inflation.

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