Knowledge Centre

Your source for perspectives on industry challenges and opportunities affecting you and your clients.

Below are our five most recent Knowledge Centre materials. To view all materials, as well as filter by the markets we serve and by material type please visit our Knowledge Centre Archive.

  • Jul
    16
    2014

    Behavioural Finance: Rules of Thumb and Representativeness

     The discipline of investing has many “rules of thumb” that often lead investors astray.Representativeness can be defined as, “What are the odds that A belongs to category B?” By assuming all investment opportunities are new and unique we can avoid the representativeness heuristic.

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  • Jul
    12
    2014

    Second Quarter 2014 Market and Performance Update

    Uneven worldwide economic growth has resulted in global monetary policy at various stages of ebb and flow. Global inflation pressures may begin to weigh on accommodative central banking. Most developed-market equities continue to see earnings growth. A turnaround in Europe is one of the keys to global market performance in the months ahead.

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  • Jun
    27
    2014

    2014 Futurewealth Report Part 4: The advocacy impact

    The final paper of the 2014 series takes an in-depth look at what behaviours and circumstances would trigger Futurewealthy clients to refer friends and colleagues to their wealth manager. 

    [... More]

  • Jun
    24
    2014

    Where are Active ETFs Headed?

    While some still regard exchange traded funds (ETFs) as passive, beta-indexing tools for basic market exposure, the rise of active management in the ETF space may well be the industry’s next evolutionary step. [... More]

  • Jun
    4
    2014

    May 2014 Monthly Market Commentary

    Economic growth showed measured improvement globally, and inflation remained below target in most regions. Most major bond markets—U.S., U.K., Japan and the eurozone—saw government bond yields fall, while global equity markets were again positive. While not as robust early in 2014 as they were last year, we believe equities have held up quite well in the face of political tensions and emerging-market growth concerns. [... More]

Knowledge Center Archive