Viewpoints about Asset Allocation
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Don't be so negative: Three-minute macro
Earnings estimates have started to decline, but some sectors are doing far better than others. We also take a look at European trade dependence and how different commodities might perform in a slowing economy.
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Short-term lessons for long-term success: four common pitfalls in volatile markets
Unwary investors can easily let their emotions get the better of them when the going gets tough. We outline four of the most common pitfalls investors can fall into when navigating market volatility, along with suggestions on how to avoid doing the same.
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Service, please! Three-minute macro
Inflation continues to be stubborn, but now we’re focused more on the services component, which is causing the bulk of the pain. Meanwhile, with volatility pretty much everywhere, investors find themselves without many assets to turn to because of rising asset class correlations. Finally, we take a look at the potential of the Brazilian equity market, which looks cheap.
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Why invest in agriculture?
Learn why agriculture—perhaps mankind’s oldest investment opportunity—remains one of the most compelling opportunities available today.
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The road ahead: Focusing on your investment goals amidst uncertainty (Podcast)
This episode features Frances Donald, Chief Economist, who will provide a market update and Jamie Robertson, Head of Asset Allocation, who will put into context the short-term volatility we are currently experiencing and the impact it has on investors’ long-term savings’ goals.
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Investing like the pros
Pensions, endowments, and foundations are examples of institutional investors. There are a couple of significant differences in how institutions invest their assets relative to how retail investors manage theirs.
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