Blog

Every month our Global Macro Team offers insights into the themes currently shaping the markets to help you better support your clients.

Our latest updates to the Tamarac platform are designed to streamline your workload, deepen client connections, and drive business success.

Check out these quick highlights from our third product release of 2024.

In the expanding market for personalized investment services, the LGBTQ+ community represents a significant and growing opportunity for financial advisors.

The alpha thesis for electrification.

With election energy ramping up, financial professionals can help investors to stay calm and maintain perspective.

Our ActivePassive Scorecard shows active funds beating their category benchmarks in 8 of the 19 asset classes we tracked for the first quarter.

Despite a brief April pullback, U.S. and global equities rose in Q2 2024, driven by strong economic performance and corporate earnings, especially in tech. Our team took a look at the first half of the year and what portfolio adjustments may make sense.

Every month our Global Macro Team offers insights into the themes currently shaping the markets to help you better support your clients.

Life can be good for investors right now, particularly in fixed income, as long as advisors keep some important caveats in mind.