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Insight Papers

GICS to add Real Estate Sector

In November 2014, S&P Dow Jones Indices and MSCI announced their decision to create an eleventh GICS sector, Real Estate.

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Brexit

The UK referendum on whether to remain or leave the EU(European Union) was decided yesterday:UK voters surprised pundits, polls and bookmakers by opting to leave the EU.

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Is Strong Economic News Good or Bad for Markets?

Last week’s strong jobs report had the market up at the open, but it faded quickly. We believe many investors are concerned that the Fed is bound and determined to raise rates multiple times this year. Stronger jobs reports give them confidence in their Phillips curve view that low inflation is transitory, and that economic growth is still solid.

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What’s Your Strategy?

It seems that there isn’t a day that goes by when we are not reading or hearing something about climate change, inequality, CEO pay, political spending, the wealth gap and a host of other Environmental, Social or Governance (ESG) issues.

As Investment Advisors we are accustomed to getting asked about economic growth, interest rates, debt levels and corporate earnings. Nowadays we are fielding a growing number of “ESG” questions as well. Questions such as: What does ESG Investing mean? Do ESG factors really impact the bottom line when it comes to corporate earnings? Is this going to contribute to or detract from my portfolio returns? Is this just a fad or marketing tactic?…

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