Second Quarter Hedge-Fund Strategy Outlook: K2 Advisors
The Most Important Detail From the Flash PMI Report is About Inflation
Strategic Income Outlook
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The Three Largest Cryptocurrencies
Consumer Confidence Increased Moderately in April
The Honeymoon of Free Social Media is Over
Most advisors are frustrated and ready to throw social media out the window, but the game is about to get even tougher. Social media won’t be free much longer. Here’s how I see it happening and what it will mean for advisors who are counting on it.
Global Trade and the Unsustainability of Federal Debt
While it may appear the post-Bretton Woods covenant was a win-win pact, there is a massive cost accruing to everyone involved. The U.S. is mired in economic stagnation due to overwhelming debt burdens and a reliance on record-low-interest rates to further spur debt-driven consumption.
Do Equity Hedge Funds Really Generate Alpha?
How a High School Football Coach Landed NFL, MLB and NBA Clients
A Bit About Bob
Special Considerations for Senior LGBTQ Clients
Retirement Strategies in Pictures
Why Introverts Have an Edge in Converting Prospects
How to Motivate Your Team to Take Ownership of Problems
How to Handle Underperformers
The Positive Side of Being Overwhelmed
Scenario Planning: Expectations for Interest Rates
An entire generation of advisors and investors has grown up observing interest rates that only go down and bond prices that only go up. But with potentially volatile interest rates, investors may experience losses in their fixed income portfolios if they don’t adapt to a variety of different scenarios. This guide takes a look at strategies to help investors pursue their financial goals amid changing interest rates.
Elevating the Client Experience
Adopting the latest technologies will put you in a position to provide an outstanding client experience, Explore this paper for strategies that can help you elevate your client experience and ultimately business results. Read the whitepaper.
Loomis Sayles Investment Outlook
We expect the upward trend in rates to continue, but at a fairly slow pace that shouldn’t disrupt risk assets.
Bricks and Clicks: The Changing Nature of Retail
In recent years, the retail industry has experienced major shake-ups in regard to shifting business models, including the increasing popularity of e-commerce. Businesses that rely on revenue exclusively from physical stores—once the all-important showrooms for goods and services—have not only become less relevant, but also less efficient from a cost perspective.