Investments

  • The Value Of Personal Advice: Wealth Management Through The Pandemic
    The Value Of Personal Advice: Wealth Management Through The Pandemic

    Following a difficult year, advisors achieve record client and asset retention

    In 2020, North American wealth-management clients dealt with fear and uncertainty in their portfolios, amid the fear and uncertainty that defined so many other parts of their lives due to the human tragedy of the COVID-19 pandemic.
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  • Tax-Loss Harvesting Using ETFs
    Tax-Loss Harvesting Using ETFs

    A strategy to balance investment losses

    No investor wants to have losses, yet even the most successful investors can have a mix of potential winners and losers. Even though 2021 has been a good year for most investors, with the S&P 500 up 34% year to date, that doesn't mean that all investments have gone up. As the year draws to…
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  • Financial Health Means More Than Money
    Financial Health Means More Than Money

    Research reveals critical inequalities in terms of how different groups view their financial wellness, it also identifies a clear opportunity for employers to step in and create meaningful change

    Three-quarters of Americans surveyed say their financial health affects their physical and mental health, and more than half say it’s connected with overall happiness and quality of life.
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  • American’s View Of State-Facilitated Retirement Programs
    American’s View Of State-Facilitated Retirement Programs

    72 percent of Americans say these retirement programs are a good idea

    A national survey finds strong support for new state-facilitated retirement programs aimed at helping workers without employer-provided plans save for retirement. The vast majority of Americans (72 percent) agree that state-facilitated retirement savings programs are a good idea, with high support across party and generational lines. Three-quarters of Americans say they would participate in these…
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  • Environmental, Social & Governance (ESG) Investing Momentum Builds
    Environmental, Social & Governance (ESG) Investing Momentum Builds

    60% of investors say companies are accountable to more than just shareholders

    A majority (60%) of investors around the world reject the idea that companies are responsible only for creating value for shareholders, according to a survey of more than 8550 individual investors in 24 countries by Natixis Investment Managers (Natixis IM). The findings show that investors also expect accountability from companies for their impact on the…
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  • Interest Rate Risk Outweighs Credit Risk From Potential Bond Bubble
    Interest Rate Risk Outweighs Credit Risk From Potential Bond Bubble

    Still, impact of a ‘bond shock’ remains low

    Investors face higher potential market-value losses than credit losses in the event of an accelerated U.S. corporate bond sell-off, due to the system-wide increase in fixed income asset duration and higher levels of low-coupon debt, Fitch Ratings says. However, the direct ratings impact of a bond shock for Fitch-rated insurance companies, pension funds, short-term funds…
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  • Americans Seek To Diversify Investment Portfolios Amid Growing Financial Concerns
    Americans Seek To Diversify Investment Portfolios Amid Growing Financial Concerns

    Prime opportunity for financial advisors to help consumers build their financial knowledge

    The economic aftermath of the COVID‐19 pandemic forced many Americans to revisit their finances and take a critical look at their investments. Now more than ever, consumers are seeking to sharpen their financial knowledge. A recent YouGov study of more than 3,000 U.S. adults, conducted on behalf of MDRT, found that 64% of individuals with…
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  • Turbulence After Lift-Off: Global Economic & Insurance Market Outlook 2022/23
    Turbulence After Lift-Off: Global Economic & Insurance Market Outlook 2022/23

    The world economy is making a strong cyclical recovery from the COVID-19 pandemic, but it is not a smooth one

    SwissRe's latest sigma research forecasts real economic growth of 5.6% this year, but growth will slow to 4.1% in 2022 and 3.0% in 2023 as global supply chain issues, labor shortages and high energy prices persist. The number one near-term macro risk is inflation, which stems from these same factors.
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  • Despite Advantages Of Financial Planning, Myths Still Persist
    Despite Advantages Of Financial Planning, Myths Still Persist

    Canadians with a plan are three times more confident they'll reach financial goals, yet just one-third of Canadians have a good understanding of what a financial plan is

    To mark Financial Literacy Month, IG Wealth Management ("IG") today released a study on Canadians and financial planning. The results find that, despite the value a financial plan can provide in helping achieve one's goals, myths continue to exist around what a plan actually is and the role one can play in building confidence and…
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  • Left To Their Own Devices, Capital Markets Cannot Save The Planet
    Left To Their Own Devices, Capital Markets Cannot Save The Planet

    Despite attracting a wall of money, capital markets are failing to price in climate risks due to policy confusion and a lack of clarity on financial impact

    Based on interviews with almost 100 leaders from large investment houses and pension plans with $34.5 trillion of assets, the “Can capital markets help save the planet?” survey found that only 14% of respondents believed equities are currently pricing in climate risks. The corresponding figure for alternative investments was 11%, and for bonds, 8%.
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  • Bridging The Collateral Divide
    Bridging The Collateral Divide

    Measuring the true extent of fragmentation in the collateral marketplace

    The global collateral marketplace remains highly fragmented, making it challenging for market participants to easily deliver securities to locations where they can be efficiently posted as collateral, according to a new white paper published today by BNY Mellon and Euroclear.
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  • Securities-Based Lending Expected To Grow 20% Plus By Year-End
    Securities-Based Lending Expected To Grow 20% Plus By Year-End

    Digitization is enabling expansion of SBL to retail wealth

    Broadridge Financial Solutions, Inc. (NYSE:BR), a global Fintech leader, has published the 2021 Securities-Based Lending Survey Report, reflecting the views of the company's securities-based lending (SBL) customer base. The customers, representing over $100B in securities-backed lines of credit, project significant growth in the year ahead as well as expansion of SBL into retail wealth.
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  • Most Investors Do Not Believe In ESG Outperformance
    Most Investors Do Not Believe In ESG Outperformance

    Honey, I Shrunk the ESG Alpha!

    A survey conducted by Scientific Beta to collect market participants’ views on its recent white paper ‘“Honey, I Shrunk the ESG Alpha”: Risk-Adjusting ESG Portfolio Returns’ received responses from investment professionals with roles such as portfolio manager, chief investment officer, director of investment strategy research, head of asset allocation, head of ESG research, ESG analyst…
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