Skip to main content
US Consumers Are Highly Attuned to Declining Job Openings
CEO’s Letter on Our 2023 Proxy Voting Agenda
US Small Business (Lack of) Optimism!
Worsening US Labor Differential Flashes Warning Sign
2024 Gold Outlook: Can Turning Macro Tides Spur New Gold Highs?
4 Things Investors Can Do in Volatile Markets
Gender Diversity Votes: More Than Meets the Eye
Midyear 2023 Global Market Outlook: Preparing for a Path Less Certain
Quarterly Edition US Resilience Aside, Global Growth Is Slowing
Order Backlogs Plunging Across US Economy
Quarterly Edition: Gentle Step Down in Global Growth
Stewardship Activity Report Q1 2023
China: Property Sector Troubled, Clouding Recovery
US Unit Labor Cost Growth Is Normalizing
Small Cracks in US Labor Market Will Widen, Not Heal
The 2023 ETF Impact Survey
Gains in US Services Employment Near Pre-Covid Norms
Long Term Asset Class Forecast – Q1 2020
Macro Implications of the Banking Crisis
More Cash Sales, Longer Sale Cycle for US Existing Homes
US Debt Ceiling Crisis: Scenarios That Matter
US Unemployment Rate Ticks up Despite Payrolls Gain
Key Takeaways from the Fed Meeting
Gold as a Strategic Asset Class
Disinflation Unfolds At Different Speeds Across US Economy
Uncommon Sense
US Import Prices From China Falling at Fastest Pace in Years
Asset Stewardship Report
Three Surprises for 2024: Expect the Unexpected
Three Clear Points for Your Client Communications
High Yield Now an Overweight
Playback of Client Call: Liquidity Update with Global Trading
Six Grey Swans That Could Move Markets in 2024
Webcast Fed Liquidity Programs and ETFs
Moderation in US Wage Inflation Is Key Labor Market Trend
Gold Insights
Gold Midyear Outlook: Interest Rates, Recession, and Risks Propel Gold Higher
Disinflation and Slowing Demand Weigh on US Retail Sales
Taking Stock of the European Banking Sector
Non-defense Aircraft Weigh on US Durable Goods Orders
Stewardship Activity Report Q4 2022
Gold Chart Pack
Takeaways from the Taiwan Election
Equity Outlook 2024
Stewardship Activity Report: Q3 2023
Making It Plain: Our Asset Stewardship Approach
Will These Grey Swans Take Flight in 2024
Case For Constructing Portfolios with SPDR® Gold Shares
Credit Is Not Just Expensive, but Harder to Get in the US
Investing for the Future: Investors’ Top Priorities and Portfolio Preferences
Market Trends
Macroeconomic and Geopolitical Outlook 2024
Will the Fed Put the Soft Landing in Jeopardy at Jackson Hole?
High Rates Bring Mortgage Applications to a Standstill
Positioning the Pieces
Multi-speed Normalization in US Job Openings
Gas Prices Big Reason for Easing Inflation Expectations in US
Stewardship Activity Report: Q2 2023
Environmental Stewardship Highlights
Mixed Wage Anecdotes In Latest US Payrolls Report
2024 US Presidential Election Preview
US Growth Resilience With Disinflation = Soft Landing?
The Shifting Sands of US Macro Data
Invest in Gold – A Portfolio Diversifier With Staying Power
Big Swings in US Non-Manufacturing ISM Employment
Overweight in Cash and US Equities
Gold Nuggets: OK, Boomer!
The US Housing Recession Is Over
Is Philly Fed Signalling An End To Goods Disinflation?
Another Robust Quarter for US Household Consumption
The Future State of Fixed Income
The Case for a Relook at Europe
Emerging Markets Outlook 2024
Stewardship Activity Report: Q4 2023
Earnings May Spell Trouble for Investor Sentiment and Profit Margins
Long-Term Asset Class Forecasts: Q3 2023
Small Firms Participate in and Aid US Disinflation Process
US Small Businesses Scale Back Hiring, Compensation Plans
Our Annual Task Force on Climate-related Financial Disclosures (TCFD) Report is Here
This Level of US Goods Consumption Is Not Sustainable
US Inflation Target Not in Hand, but in Sight
Jumping Through Hoops: BoJ’s Path to Normalization
Active vs Passive
US Unemployment Rate Bottoming Out Gently but Surely
US Consumer Credit Dynamics Send Cautionary Signals
How Challenged are the US and Canadian Housing Sectors?
Putting Companies in the Driver’s Seat to Enhance ESG Reporting
5 Risks Could Derail the Market’s Hot Start
What China’s Reopening Could Mean for the Gold Market
Managing Teams in a Sustained Crisis
What’s Driving Central Banks to Record Gold Purchases — and Will It Last?
Troubling Gap Between US GDP and GDI Estimates
Comparing Gold to Other Alternative Investments
Overweight in High Yield Extended
Gold Nuggets: Records Are Made to Be Broken
ESG: Into The Mainstream
US Unemployment Measures Are Gently Bottoming Out
Index Funds Must Be Activists to Serve Investors
The Board's Oversight of Racial and Ethnic Diversity, Equity and Inclusion
Can Gold & Natural Resources Help Combat Sticky Inflation?
US Government Shutdown Is Not Just Theater
Transparency in Pay Evaluation: Adoption of Abstain as a Vote Option on Management Compensation Resolutions
Returning to the Office: Daily Visualization Practice
Robust Growth in UK Services Activity
Responding to Conflict: Enhancing Our Usual Behaviors
Japanese Services Sector Displays Delayed Revival
The Easiest Option for the Fed Was Also the Right One
Quarterly Edition: Slowdown Ongoing but Rate Cuts on the Horizon Will Help
Quarterly Edition: Weak Growth Ahead for the Global Economy
The Banking Crisis, Regulations and Alternative Investments
Find the Right Gold for your Portfolio
Fed Balance Sheet And Financial System Liquidity Measures
On the Recent Strength in US Economic Data
The US Debt Ceiling Endgame
Is the End Well-Nigh for Quantitative Tightening?
Fixed Income Research
Can the Soft Landing Survive the Fed?
Diverging Price Trends in New and Existing US Home Markets
Could ‘70s Era Stagflation Make a Comeback?
Can Capitalism Thrive Without Failure?
Long-Term Asset Class Forecasts: Q1 2024
Coping with Uncertainty: Investors Ride the Waves of Market Stress
Quarterly Edition: Global Growth Stuck Below Trend
Featured Insights
The Performance of US Equities in Election Years Over the Last Century
Investor Sentiment in Flux: Financial Hope vs. Economic Worry
The Board’s Oversight of Employee Voice
US Personal Spending Resilient, Savings Rate Not so Much
US Existing Home Sales Now Below Covid Lows
Fixed Income Outlook 2024
Talking Gold
Wage Disinflation Key to Preserving US Soft Landing Path
Will Red Sea Trade Disruptions Be a Pandemic-Level Shipwreck?
January a Bump on, Not the End of US Disinflation Journey
China’s 2020 National People’s Congress: The Big Policy Pivot
The Bullish Case for Japanese Equities
Aftereffects of the SVB Debacle