Institute Alert: The bottoming process- A step-by-step guide

Given the quick gains and the quicker reversal lower, investors may now be wondering when the time will come to step back into equity markets.

Special Report: The perils of trying to time volatile markets

Missing a handful of the best days in the market over long time periods can drastically reduce the average annual return an investor could gain just by holding on to their equity investments during sell-offs

Sector Insights: Sustainability Series

Climate spending heats up - Top sector implications

Institute Alert: The Fed speaks, and the market pivots- Stay defensive

Chart of the Week 8/23

While headline CPI declined, sticky inflation climbed

Institute Alert: What's next for inflation, and investment implications

This report considers some frequently asked questions about our inflation outlook and how inflation's persistence affects policymakers and financial markets

Understanding Cryptocurrency

Digital assets- A world of possibility

Policy, Politics & Portfolios

Policy issues before and after the midterm elections

State of the Markets: Cruel to be kind

The Fed showed last week that is is singularly focuses on inflation, even if it means economic growth has to be a casualty along the way- at least in the short term.

Institute Alert: An elusive inflation peak weighs on equity markets

State of the Markets

The math is easy, the decisions are hard

Looking Ahead: Investment Implementation

See how stocks wavered as Wall Street assessed the Federal Reserve's first 0.50% rate hike since 2000.

Transformative technologies: Investment opportunities in artificial intelligence and genomics

This report reviews and updates the state of change in computer and related technologies and, secondly, in the transformational technology that underlies genome editing.

Policy, Politics & Portfolios

How Russian sanctions affect portfolios and the dollar

Market Commentary: Can the stock market climb further?

Over the past six Federal Reserve rate-hiking cycles, the S&P 500 was higher 12 months after the initial hike 100% of the time.

Women and investing: The strengths of women investors

Recognizing women's unique challenges and strengths when it comes to investing can help in preparing for retirement and achieving long-term financial goals.

Institute Alert: Revising our guidance and most of 2022 year-end targets

We are downgrading Emerging Market Equities from neutral to unfavorable, the Industrial sector from favorable to neutral and Real Estate sector from neutral to unfavorable.

State of the Markets: Putin, Powell and Prices

Institute Alert: An escalation of sanctions and the conflict

The fluid military situation and the new measures against Russia imply that the path for the energy prices should remain the key of the economic and market outlook in the coming days and weeks

Institute Alert: Russia, Ukraine and global markets

We favor patience and staying close to our current tactical guidance, which we believe aligns well with the regions and investment styles that should outperform through this uncertain period.

Chart of the Week

Crypto caveat- Big shake-ups can bring big shakeouts

Institute Alert: Ukraine, Russia and portfolios

We see three potential scenarios and believe the most likely is that Russia intends to use its forces to destabilize but not invade Ukraine