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Insights for Financial Professionals

March 23, 2017

Webinar: Economic Expectations vs. Economic Reality

In recent months, there has been a marked improvement in economic expectation surveys of both consumers and businesses. How do we put these surging expectations into proper context considering where the United States is in the economic cycle? Managing Director of Quantitative Strategies, Christopher Petrosino, and Portfolio Strategist, Colby Feane, discuss moving forward.

March 21, 2017

Emerging Markets Update: A Hybrid Approach to Investing

The Global Financial Crisis forcibly aligned emerging market macroeconomic and monetary policy cycles. But, as we move further from the trough, emerging markets are becoming increasingly less homogeneous.

March 16, 2017

Federal Reserve Hikes Rates, Ushers in Accelerated Pace

In a widely expected move, on Wednesday afternoon, Federal Reserve policymakers chose to hike interest rates by a quarter of a percentage point to a range of 0.75 to 1.00 percent...

March 09, 2017

Emerging Markets Update: Trends Affecting Emerging Markets

Entering 2016, many emerging market countries continued struggling to find a new growth model in the aftermath of the Global Financial Crisis. While economic growth in emerging markets briefly rebounded...

March 08, 2017

Converge, Volume 13: Fiduciary Fee Reasonableness

Although fee reasonableness is an important part of the fiduciary discussion, the DOL hasn’t provided much guidance as to what is considered a reasonable fee. We look at past examples of litigation to understand the precedents that have been set.

March 08, 2017

Converge, Volume 13: Breaking Down CITs

CITs are not broadly understood, but the DOL’s Fiduciary Rule has put them in the spotlight. Our new post addresses common misconceptions and answers some frequently asked questions.

March 07, 2017

Monthly Outlook - March

How will today’s headlines affect tomorrow’s investments? Our outlook video for March provides our perspective on the latest economic news.

March 07, 2017

March 2017 Perspective

Two of the first pieces of national economic news released each month are the Institute for Supply Management (ISM) Reports on Business. The first report covers the manufacturing sector, which is followed by a release covering non-manufacturing activity. These surveys can have a meaningful influence on investor and business confidence...

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