INSIGHTS

As recent global markets continue to test the patience of even some of the most stoic among us, how are you holding up? Are you finding it feasible (if not…

Anyone who is keeping even a casual eye on financial headlines these days is aware that fixed income returns have been a moving target for a while now – at…

Financial professionals generally describe any decline of 10% or more from a previous peak as a “correction.” Should investors seek to protect themselves for further declines by selling, or should…

As financial professionals, we deserve to be fairly compensated for our efforts. But as an investor, you deserve full disclosures and clear explanations, so you can determine for yourself whether…

Global markets are providing investors a rough ride at the moment, as the focus turns to China's economic outlook. But while falling markets can be worrisome, maintaining a longer-term perspective…

There is no getting around the fact that the market does not deliver rewarding returns without periodically punishing us with realized risks. That is why it’s so challenging for most…

Our Quarterly Market Review features world capital market performance and a timeline of events for the last quarter. The report also illustrates the performance of globally diversified portfolios and a…

Research in the world’s financial markets has documented the existence of equity, size, value, and profitability premiums in the historical sample of stock returns. Since these premiums have been persistent…

If you’ve ever dabbled in graphic design, you’re familiar with the concept of white space. When viewing an illustration, we typically pay the most attention to the visible ink on…