Market Insights

Decorative pattern

Market Insights

Does an OPEC agreement matter?

Does an OPEC agreement matter as much as we think?

By D. Mason Granger |November 25, 2016

5 min read

Decorative pattern

Market Insights

Does passive investing undermine capitalism?

Passively managed products account for one third of U.S. mutual fund assets today—up from 20% four years ago—reflecting a net US$2 trillion shift to passive and away from active management (Chart 1). But questions about this trend’s sustainability, and warnings about its consequences, have arisen. Take, for instance, the note from brokerage firm Sanford C. […]

By Mark Yamada |November 25, 2016

4 min read

Decorative pattern

Economic Indicators

Where to look as U.S. rates rise

Here’s a breakdown of the opportunities and risks in the U.S. fixed income space.

By Sarah Cunningham-Scharf |November 24, 2016

3 min read

Decorative pattern

Estate Planning

Vacation property succession planning: Part 1

Without proper planning, vacation homes can quickly go from enjoyable escape to a source of financial and emotional stress.

By Tony Maiorino |November 23, 2016

3 min read