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To Challenge the Index Is to Challenge Common Wisdom

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Investment Insights

2017 Outlook – How to Invest this Year

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French Election Results Positive for EU, Global Markets

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4 Key Ingredients for Successful Style Investing

Compelling Wealth Management Conversations

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Customize Your Compelling Wealth Conversations

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Compelling Wealth Management Conversations

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Should I Wait for the Market Correction?

Practice Management

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Partnering with Advisors to Better Serve Clients

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Growing Your Business Is an App Away

Professional Development

Insights on Affluent Millennials

We provide an interactive look at what UNHW Millennials value most, and compare their ideal investment portfolio to their family’s current allocation.

3 Dos and Don’ts for Advisors in Winning Wealthy Clients

A guide for advisors in nurturing relationships with the families of their wealthiest clients.

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Wealthy Millennial Investment Behaviors

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4 Tips for Advisors in Engaging Millennials

How advisors can build strong, lasting relationships with ultra-high-net-worth Millennials.

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Global Debt |  May 26, 2017

Is Greece's Debt Story Looking Up?

We maintain the long position we've held in Greek bonds since 2015, with a watchful eye.

Understanding Millennials |  May 24, 2017

Evolving into a Whole Family Advisor

A one-to-family approach can help an advisor become a trusted partner to client families.

International Equity |  May 23, 2017

An Innovative Approach to Investing in Developing Markets

George Evans, CIO Equities, explains why the traditional approach to developing markets is outdated.

Global Debt |  May 23, 2017

Brazil's Economy Will Not Go to Jail

Despite its political crisis, we believe Brazil’s fundamentals remain strong.

Smart Beta |  May 23, 2017

Smart Beta: More than Just an Investing Fad

OppenheimerFunds’ view of a key investing trend that looks like it’s here to stay.

Global Equity |  May 22, 2017

Drug Prices Require Weighing Cost vs. Value

We believe drug prices should be judged in context.

Multi-Asset |  May 22, 2017

GMAG Monthly: Further Reduction in U.S. Equity Exposure

A potential U.S. slowdown has prompted a further shift toward non-U.S. equities.

Multi-Asset |  May 19, 2017

GMAG: Maintaining Our Overweight to Emerging Markets

Despite current volatility in Brazil, we believe emerging markets remain attractive.

Alternatives |  May 19, 2017

The Risky Business of China's Credit Boom

A China credit growth slowdown could have implications for GDP growth there and globally.

Markets & Economy |  May 18, 2017

Investment Update on the Corruption Scandal in Brazil

Accusations against President Temer do not affect our mid- and long-term investment view.

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