Global asset manager providing multi-asset solutions & services including advice, investments and implementation. Important disclosures: http://bit.ly/1AZZXEE.

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YOU Are the Guru, Guide and Gladiator to Your Clients

Imagine telling clients you’re their guru, guide and gladiator. Learn a simple framework to help articulate your distinctive value.

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B is for behavioral mistakes: How much value comes from prevention?

This is the second in a series of posts focusing on the formula of advisor value. In this post, we tackle the behavioral mistakes that investors typically make. Addressing the investment behavior of your clients may be the greatest value you provide.

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What Is Today's Opportunity in Small Cap Stocks?

The case for considering tactical and long-term allocations to small cap stocks.

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2020 Global Market Outlook – Q3 Update: The Great Reopening

Markets have rallied on hopes for an economic recovery as coronavirus-imposed lockdowns are eased across the globe. The rebound has been helped by oversold investor sentiment, but with sentiment back to neutral, so too is our strategists’ market outlook.

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Grow Your Business in Today’s Market Environment—Virtually!

Can you reignite the growth of your business in the the second half of 2020? We think so. Here’s why we believe the next six months may hold a once-in-a-lifetime opportunity.

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Q2 2020 Fixed Income Survey: The Quarter of Quarters. a COVID-19 Special.

In this latest survey, 68 leading bond and currency managers considered valuations, expectations and outlooks for the coming months.

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An Oldie but a Goodie: The Global Balanced Portfolio

Having trouble helping your clients appreciate a balanced portfolio? These charts may help.

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All the World's a (Virtual) Stage and We Are Merely Players

Our secrets for hosting a great virtual meeting.

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Why Is the Stock Market Rising in the Middle of a Severe Recession?

Three factors that may explain today’s disconnect between Wall Street and Main Street.

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Value Has Trailed Growth, but That Won't Always Be the Case

This post is part of a series delving into the growth-versus-value debate. Here we explore three considerations when evaluating growth-versus-value positioning.

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Growth Pains? the Case for Leaning Into Value Over Growth

We're excited about the opportunities we see in value investing going forward. Here's why.

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A Is for Annual Rebalancing. and It's Never Been More Vital.

I’m trying to think of a year when rebalancing has been more important. None come to mind.

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3 Reasons Why Value Stocks May Outperform Soon

Potential for a large payoff on value strategies may exist soon, if history is any guide.

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Now What? Why Now Is Not the Time to Abandon Your Asset Allocation Process

Capital markets are in disarray in reaction to the coronavirus crisis and the necessity of pausing the global economy. The CBOE Volatility Index (the VIX) rose to over 80 in March and thankfully has settled down to a level of about 35, which is still over twice its trailing five-year average of about 15.

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What's next for China after COVID-19?

Key watchpoints for China as it emerges from the COVID-19 crisis.