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Join us as we unravel the events that shaped capital markets in 2023 and gain insights into the landscape of 2024. From the lasting impacts of the pandemic to geopolitical shifts and technological breakthroughs, we'll navigate through key themes, discuss potential opportunities, and share strategic portfolio considerations. Timothy F. McCusker, ...

In this exclusive chat with Mellody Hobson, the President and co-CEO of Ariel Investments, speaks candidly about the importance and value of diversity in finance—how being color brave can improve business and society at large. Mellody shares personal stories and lessons learned from her investment career, including the disconnect tha...

Research has convincingly shown that having diversity of opinions and backgrounds is positively correlated with better decision-making and long-term results. In this two-part series, a deep dive looks at what it means to incorporate diversity, equity, and inclusion (DEI) into your investment program. First, we lay out why DEI initiatives are rapidl...

While implementing diversity, equity, and inclusion (DEI) has benefits in all walks of life, the investment marketplace is a highly impactful arena for driving DEI outcomes. After the first part of this series on DEI initiatives leading to better performance, a case is made for how pursuing the DEI effects is both a compelling and necessary strateg...

The issue of concentrated low-basis holdings is a challenge that has vexed wealth managers and their clients for decades. Put simply, if a large majority of your wealth is concentrated in a single position, should you sell some of it and move the proceeds to a more diversified portfolio of investments? However, the sale position oftentimes carries ...

Escalating geopolitical turmoil in the world and a strengthening U.S. dollar are heightening currency volatility, leading to a renewed focus on foreign exchange risk in investments. To understand the implications of currency hedging within investment portfolios and the investors who will benefit from the strategy, we turn to NEPC CIO Timothy F. McC...