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Thematic investing acceleration in 2021
As 2021 gets underway, U.S. policy proposals may gradually reshape the investment landscape. We explore potential scenarios for transformational change, as well as some enduring trends that may accelerate in the year ahead.
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Model behavior: the driving forces behind the growth of model portfolios
The increasing awareness of the benefits that models can offer has led to an explosion in products available to financial professionals and their clients, but the proliferation of choice requires careful navigation.
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The U.S. economic recovery: a challenging short-term outlook as growth stalls
The U.S. economic recovery seems to have stalled. Is the impact of fiscal spending and lower interest rates waning?
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2021 market outlook: a brighter future, but clouds remain
There is reason both for optimism and concern heading into 2021. Vaccinations should help propel the economy, but there may be delays in getting them to the public. With yields low and momentum stocks soaring, a balanced portfolio may prepare investors for a wide variety of possible outcomes.
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What you need to know about gifting money
Did you know that you can give up to $15,000 a year to individual family members and friends without reporting it on your taxes? If you are married and you and your spouse file your taxes jointly, you can double those amounts, gifting $30,000 annually. Think about the value you can add to a 529 plan, for example.
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Floating-rate funds: why now?
With interest rates near zero or negative throughout much of the world, why should investors looking for yield turn to floating-rate notes? It turns out they provide meaningful yield and senior credit standing while planting the seeds for protection against eventual inflation and rising rates.
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Market outlook: macro themes that could influence returns in the months ahead
The COVID-19 outbreak has brought us back to an ultra-low interest-rate environment. Find out how it could have changed returns expectations across different asset classes.
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Why Purchasing Managers’ Indexes have become closely watched economic indicators
Learn why Purchasing Managers’ Indexes, or PMIs, have become key indicators to watch as the global economy charts an uneven path toward postpandemic recovery.
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After the election: key early economic takeaways and positioning
With the winner of the 2020 presidential race still to be determined, we assess the market's initial reaction and the election's likely implications for different equity sectors and bonds.
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What to know before investing in smart beta ETFs
Smart beta ETFs are designed to combine the transparency and lower costs of passive investing with the potential outperformance of active management.
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