The Heartbeat Of ETF Tax Efficiency Part Two: Knowing The Players

ETFs are famous for their tax-efficiency. This advantage, along with low operating costs, transparency, and the benefits of passive investing, is catapulting ETF assets to new heights, as mutual funds lose clients. Yet the trading activities around ETF portfolio rebalances are not free. In fact, this is one area [...]

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Japan and Australia See Accelerating Growth, While China Slows

Last week, the Organization for Economic Cooperation and Development (OECD) released its Interim Economic Outlook, containing revisions to its November 2017 forecast. The updated forecast shows real GDP growth for the world of 3.9% in 2018 and 2019, an acceleration from the estimated 3.7% growth we saw in 2017. [...]

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The Legacy Of “Fearless Girl” One Year Later

A year ago, State Street Global Advisors issued a mandate for increased female representation on corporate boards, and erected its “Fearless Girl” statue near the Charging Bull of Wall Street as a visual representation of this directive. Fearless Girl attracted countless tourists and responses, as it came to symbolize [...]

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RIAs Drive Shifts In ETF Platforms

Last year set a record for annual ETF inflows at $476.1 billion, and last month $68.1 billion were added to ETFs, the largest total for any month ever in the product’s history. Investors of all types—institutional, advisory, and individual—have adopted ETFs as a key tool for portfolio-building. Registered Investment [...]

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Earnings Insight: Q4’17 By The Numbers: [Infographic]

Each week, Earnings Insight offers analysis on critical trends impacting the S&P 500. After an eventful Q4, we’ve compiled some of the most interesting developments Earning Insight covered over the last quarter in an easy-to-digest infographic. Read on to find out which sectors saw the most growth and which economic events dominated earnings [...]

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Subprime Auto ABS: Worth The Risk?

A byproduct of the low interest rate environment for fixed income investors is the need to “reach” for yield. This takes many forms, but ultimately investors must balance the need to continue purchasing assets (in traditionally unfavorable conditions) while adding yield to their portfolio. A common solution to this [...]

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GAAP And Non-GAAP EPS Divide Soars In Q4

While all publicly traded U.S. companies report EPS on a GAAP (generally accepted accounting principles) basis, many U.S. companies also choose to report EPS on a non-GAAP basis. There are mixed opinions in the market about the use of non-GAAP EPS. Supporters of the practice argue that it provides [...]

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