Europe Implosion or Yen Collapse: What’s more dangerous for your client’s portfolio?
We see multiple crises playing out simultaneously. Europe imploding over lack of energy, British pound and gilts (equivalent of treasuries) imploding, US dollar causing pain for anyone with USD denominated debt and Japanese yen is under pressure.
The Next Big Geopolitical Risk (Upd: Sep 27, 2022)
Russia’s invasion of the Ukraine is affecting markets daily. We have created stress tests that have attempted to measure moderate and severe consequences for global markets as a result.
RPAG 2022-Main Takeaways: The Evolution of Target Date Funds, Managed Accounts and Defining Risk
Flying solo today, I am in sunny San Diego for the annual RPAG conference. In this episode I’ll be talking about all the cool stuff I learnt from the best in retirement advisory business.
Et tu Europe? How to Stress Test Europe For Your Client Portfolios…
Everyone pays attention to Jerome Powell and the Fed. But ECB has now joined the anti-party, effectively announcing 75 basis points rate increase and signaling more to come.
Turnabout Is Fair Play
Our team has written a lot about successful excessive lawsuit cases. Given the proliferation of these lawsuits, you would be forgiven for thinking that some of them may not have a whole lot of merit to them.
Fed Playing Poker & Where Do We Go From Here with Housing?
Fed Reserve Chairman Powell delivered remarks confirming that there is "pain" ahead and"forceful" rates increases will not stop. We discuss the consequences of this for your client portfolio risk management.