Investment Perspectives

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Defined Maturity ETFs: A Robust Solution For Fixed-Income Investors

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Defined maturity bond ETFs can help make bond portfolios less volatile.

The Perils Of Outsourcing Asset Allocation To A Risk Score

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Investors are not receiving truly personalized portfolios, leading to sub-optimal outcomes.

The Dangers Of A U.S. Capital Inflow Tax

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Even if trade deficits were a major issue for the U.S. economy, the idea that they should be reduced through levies on foreign purchases of U.S. assets is pure folly.

Market Volatility Is About To Make A Comeback

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A transformative period may be imminent for the US and global economy--and it will bring more risk.

Disinflation Is Happening In All The Right Places

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The U.S. consumer price index is still a fog of lags, imputations and general noise, but the categories that matter are extremely encouraging.

America's Debt Is Both Sustainable And A Problem

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In the International Monetary Fund's estimation, U.S. government debt is on a sustainable path.

Watch What Consumers Do, Not How They Feel

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Sentiment about the U.S. economy has been improving, but the more reliable indicator is Americans' ability to spend.

Combining Private And Publicly Traded Assets To Strengthen Portfolio Resilience

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Today's tools allow advisors to have more robust client conversations around incorporating private markets into portfolios.

India At The Crossroads

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Indian Prime Minister Narendra Modi's recent victory in the national elections was muted at best.

Neoliberalism Worked Pretty Well, Actually

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Yes, the market-driven economic policy of the last several decades left too many behind, but it also spurred historic growth.

Big Alcohol's Monopoly Isn't Worth Breaking Up

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If higher prices for wine and spirits mean that fewer people will drink, then society will reap the benefits.

The Moral Hazard Of Lower Interest Rates

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At a time when asset prices are already elevated, lower borrowing costs will invite even more leverage and speculation.

Why Inflation Perceptions Vary So Widely

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Inflation is both better than it was and higher than it should be.

Do You Trust Bill Ackman To Build A $250 Billion Fund Manager?

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Ackman needs to do a lot of work to justify the valuation of Pershing Square.

The Normalization Of An Abnormal Job Market

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Despite alternating fears about overheating and recession, it appears that the U.S. labor market remains on a soft-landing path.

Why Concentrated Stock Positions Are A 'Loser's Game'

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Increasing diversification reduces portfolio volatility and usually increases portfolio returns.

The Fed Thinks It's Fighting Inflation. Think Again

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Even at more than 5.25%, the central bank's short-term interest-rate target might not be high enough to cool the economy.

Global Diversification Has Disappointed. Don't Give Up On It

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After an incredible 15 years for U.S. public and private equities, investors shouldn't count on history repeating.

The U.S. Economy Won't Be Immune To High Rates Forever

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The economy has been largely unresponsive to Fed policy moves, but that doesn't mean the U.S. will be permanently rate-insensitive.

Private Credit And Mini-Millionaires Don't Mix

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The push to fundraise from wealthy individuals is turning managers into high-end concierge services.

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