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