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To Challenge the Index Is to Challenge Common Wisdom

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Investment Insights

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What Markets Expect From President Trump

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OppenheimerFunds Podcast

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10 Things to Know About Emerging Market Stocks

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.

Latest Insights


Markets & Economy |  June 22, 2017

China's A Shares Reach a Long Overdue Milestone

Implications of MSCI’s decision to include China A shares in its broad EM index.

ESG Revenue-Weighted Strategy ETFs |  June 21, 2017

Understanding Sustainable Investment Approaches

Sustainable investing has gone mainstream, but it remains misunderstood.

Revenue Weighted Strategy ETFs |  June 20, 2017

Common Misconceptions About New ETFs

Answers to common questions about new ETF track records, expenses and trading volumes.

Multi-Asset |  June 20, 2017

GMAG Monthly: Signs of a Global Slowdown

We have reduced our total risk exposure from overweight to neutral.

Equities |  June 15, 2017

10 Things to Know About Emerging Market Stocks

We believe there are 10 factors warranting the rotation toward emerging market equities.

Global Debt |  June 15, 2017

Turkey: A Comeback Story of Credit Opportunities

We believe Turkey's economic recovery presents investment possibilities in fixed income.

Domestic Equity |  June 14, 2017

Intrinsic Value: Chasing the Unicorn of Investing

Investors seeking “intrinsic value” in stocks are chasing a myth.

Alternatives |  June 13, 2017

Crude Oil Production vs. Price: What Matters to MLPs?

As oil price volatility ebbs, investors may focus on positive production trends affecting MLPs.

Alternatives |  June 13, 2017

June 2017 MLP Update: An Opportunity in the Eagle Ford Shale

We examine an opportunity resulting from unused midstream capacity.

Markets & Economy

Mid-Year 2017 Outlook

As the U.S. Ages Gracefully, a Resurgence Abroad.

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