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Forms & Literature Search Results


68 Results for 'White Papers'

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Emerging Markets Local Debt: Ready for Takeoff?

6/19/2017 | pdf

After several challenging years, emerging markets countries are experiencing gradual but steady growth.

Max 5

pdf

Charging Toward a Lower-Carbon Economy

6/15/2017 | pdf

Social concern, favorable economics, and political dynamics may signal success for companies dedicated to sustainability and renewable energy.

Max 5

pdf

Protect Yourself After a Data Breach

11/16/2017 | pdf

Everybody needs to be vigilant now that data breaches and identify theft have become common occurrences.

Max 25

pdf

Tax Reform and the Muni Market

1/25/2018 | pdf

A quick overview of four main ways the new tax code is likely to impact the municipal bond market.

Max 5

pdf

Market Volatility: Temporary Spike or a Fundamental Shift?

3/2/2018 | pdf

Three seasoned investment professionals from Wellington Management offer their views on what caused recent volatility.

Max 5

pdf

Shelter From the Storm?

4/24/2018 | pdf

A fixed-income forecast for a rising-rate world

View FINRA Letter

Max 25

pdf

Americans Rank Among the World's Most Caring Investors

2/6/2017 | pdf

Our research suggests the average US investor rates issues of environment, social, and governance, or “ESG,” far higher than the typical European, confounding many stereotypes.

Max 5

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Why Rising Rates Can Be Good For Your Portfolio

3/17/2017 | pdf

Rising rates are a positive sign for the US economy, and can create investment opportunities if you know where to look.

Max 25

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Client Conversations: How Rising Interest Rates Can Impact You

3/16/2017 | pdf

Why all the talk about raising interest rates, and how can rising rates impact you?

Max 25

pdf

Bank Loans: 25 Years and Growing

6/15/2017 | pdf

In light of anticipated interest rate hikes from the Fed, bank loans may prove a beneficial part of an overall portfolio.

Max 5

pdf

Municipal Credit Risk and Natural Disasters

9/14/2017 | pdf

Despite the enormity of this year’s hurricane season, we believe municipalities in the affected regions will be able to, by and large, manage through these latest challenges.

Max 5

pdf

An Index Isn't a Fiduciary--And Six Other Concerns About the Push for Passive

9/28/2017 | pdf

Passive investing may be popular, but active management allows for judgment, nuance, and an understanding of investor needs that passive cannot replicate.

Max 5

pdf

3 "Smart" Ways to Implement Strategic-Beta Strategies in Portfolios

11/17/2017 | pdf

Things to consider when implementing factor-based investing strategies in client portfolios.

Max 25

pdf

Media Replay: Is the News Hurting Your Investments?

6/1/2017 | pdf

The constant onslaught of sensational news may make it difficult for us to digest information or gain the appropriate perspective on what we read, see, and hear.

Max 25

pdf

Could White House Drama Derail Your Portfolio?

7/7/2017 | pdf

Controversy in the White House and the performance of the stock market have historically shown few observable connections

Max 25

pdf

Investable Innovation: Tracking Biopharmaceutical Advances

10/24/2017 | pdf

Despite recent volatility, opportunities in healthcare remain abundant, and we believe the long-term outlook for the sector is positive.

View FINRA Letter

Max 25

pdf

Macron Victory Marks Market-Friendly French Election Outcome

5/9/2017 | pdf

Macron’s reform agenda should be positive for economic growth in France. As political risk falls, investors can now turn their focus to the corporate earnings recovery.

Max 5

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Schroders 1Q18 US Small & Mid-Cap Equities

12/21/2017 | pdf

The Schroders US Small- and Mid-Cap Team is cautiously optimistic on the outlook for markets in 2018 against a more certain backdrop for economic growth

Available For Download Only

Schroders 2018 Outlook: Emerging Market Equities

12/21/2017 | pdf

Schroders believes the outlook for emerging market equities remains positive, although they expect returns to be more modest in 2018

Max 5

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2018 Outlook (Schroders): US Multi-Sector Fixed Income

12/22/2017 | pdf

In today’s challenging market environment, Schroders believes investors will need three attributes: realism, patience, and flexibility

Max 5

pdf

A Framework for Thinking About Rising Inflation: Think Function, Not Form

2/27/2018 | pdf

Consider using "Think Function, Not Form" to help ensure that your portfolio contains assets that have the potential to generate positive returns in multiple economic environments.

Max 25

pdf

A New Approach to Impact Investing

2/26/2018 | pdf

Impact investing seeks to deliver attractive investment returns while helping to better people’s lives, and is expected to grow as companies work to solve the world's social and environmental problems.

Max 5

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Cybersecurity: The First Line of Defense for Companies in Every Sector

2/6/2018 | pdf

Wellington expects companies they engage with to understand the cyber threats they face and to articulate their protection protocols.

Available For Download Only

Client Conversations: The Strength (or Weakness) of Your Money

3/29/2018 | pdf

How a change in the value of the US dollar impacts the US economy—and your wallet.

Max 25

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Hidden Costs of Caring Whitepaper

7/20/2017 | Client | pdf

Hidden Costs of Caring Whitepaper

View FINRA Letter

Max 200

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