Thought Leadership Resources
We have curated a collection of blogs and news items that we found important to the Asset & Wealth Management business.
Bank Underground: Global Real Interest Rates Since 1311 — Renaissance Roots and Rapid Reversals
With core inflation rates remaining low in many advanced economies, proponents of the “secular…
New York Times: How to Be a Great CEO, from a Decade’s Worth of Them
Adam Bryant has interviewed 525 chief executives through his years writing the Corner Office…
McKinsey & Company: Evaluate This — Employee Performance Evaluations
McKinsey has found that crowdsourcing evaluations yield better results in motivating workers than…
Bank of England: Eight Centuries of the Risk-Free Rate — Bond Market Reversals from the Venetians to the “VaR Shock”
Past investment performance is not an indicator of future results. And yet...
PGIM for Institutional Investor: The Monolithic View of Emerging Markets Is Obsolete (Video)
Insights from David Hunt and Taimur Hyat of PGIM Investments on investable opportunities in…
Real Assets Adviser: Building a Dynasty — The Rags-to-Riches Story of Shirl Penney, Founder & CEO of Dynasty Financial Partners
Shirl Penney on success: "Sometimes in life the winners are the ones who just simply want it more.…
McLagan: Bridging the Gap — The Rising Fight for Pay Equity in Financial Services
Important overview on the gender pay gap from our friends at McLagan.
State Street Global Advisors: QCall — Navigating Frothy Equity Markets (Video)
Lori Heinel of SSGA leads a discussion on the rally of equity markets over the past year and…
TIAA Institute / UT Austin: The Decision to Concentrate — Active Management, Manager Skill, and Portfolio Size
Interesting study examining the correlation of portfolio concentration and manager skill.…
ETF.com: A Deeper Dive into ESG ETF Portfolios
Great to see solid reporting on this interesting topic. Sustainability in finance is going…
IBM Watson Client Insight for Wealth Management
Interesting new developments in digital marketing for investment advice from IBM.
Ignites.com: SSGA Votes “No” 400 Times over Gender Diversity
Nice to see that money talks with regard to gender diversity in the boardroom.