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Human-Centric Investing Podcast
Episode 72: How to Help Clients Age with Dignity
Clients sometimes feel they’re a burden to their children—especially when it comes to retirement planning. Patti Brennan discusses how financial professionals can lesson that burden and help open up communication and transparency within the family.
Fixed Income
Volatility Can Drive Opportunity in Fixed Income
Fixed-income fundamentals show strong balance sheets, but the technicals are stormy.
Fixed Income
Core Fixed Income and the Pursuit of Alpha
A changing fixed-income landscape may call for a specialized approach to core fixed income as managers seek alpha.
Global Investment Strategy
Is It Too Soon to Call a “Top” in US Interest Rates?
Tentative signs may be pointing toward a rate plateau, but there’s still room for error.
International
The Incredible Shrinking US Equity Market
The US public equity market is shrinking while the international equity market is growing—in terms of both size and opportunity for investors.
International
6 Lessons Netflix Can Teach Us About International Investing
Diversification is vital, yet the average investor may be too heavily invested in US equities.
Equity
Finding the Needle in the International Haystack
Data science, ESG analysis, and boots on the ground help identity opportunities abroad.
Investor Anxiety
Hardwired to React: Why Investors Make Mistakes That Could Have Been Avoided
How to Help Prevent Your Inner Alarm System From Hurting Your Investment Results
Fixed Income
Finding Balance in an Unbalanced World
In a highly complex investment environment, do balanced funds still make sense?
Human-Centric Investing Podcast
Episode 72: How to Help Clients Age with Dignity
05/19/2022
Clients sometimes feel they’re a burden to their children—especially when it comes to retirement planning. Patti Brennan discusses how financial professionals can lesson that burden and help open up communication and transparency within the family.
Fixed Income
Volatility Can Drive Opportunity in Fixed Income
05/18/2022
Fixed-income fundamentals show strong balance sheets, but the technicals are stormy.
Fixed Income
Core Fixed Income and the Pursuit of Alpha
05/18/2022
A changing fixed-income landscape may call for a specialized approach to core fixed income as managers seek alpha.
Global Investment Strategy
Is It Too Soon to Call a “Top” in US Interest Rates?
05/16/2022
Tentative signs may be pointing toward a rate plateau, but there’s still room for error.
International
The Incredible Shrinking US Equity Market
05/11/2022
The US public equity market is shrinking while the international equity market is growing—in terms of both size and opportunity for investors.
International
6 Lessons Netflix Can Teach Us About International Investing
05/11/2022
Diversification is vital, yet the average investor may be too heavily invested in US equities.
Equity
Finding the Needle in the International Haystack
05/10/2022
Data science, ESG analysis, and boots on the ground help identity opportunities abroad.
Investor Anxiety
Hardwired to React: Why Investors Make Mistakes That Could Have Been Avoided
05/10/2022
How to Help Prevent Your Inner Alarm System From Hurting Your Investment Results
Fixed Income
Finding Balance in an Unbalanced World
05/05/2022
In a highly complex investment environment, do balanced funds still make sense?

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