by bxpartners | Oct 25, 2023 | CIO Services, Consulting, Under The Hood, Videos, White Papers
In this weeks edition of BX Market Pulse Report: Interest Rates and Geopolitical Risks Dominate. The rate on US 10-Year Notes Cash is King Market Breadth S&P 500 Commodites Remain Bullish Featured Model Strategy With our affordable subscription-based...
by bxpartners | Oct 25, 2023 | CIO Services, Consulting, Under The Hood, White Papers
In this week’s edition of Under the Hood: Last year, your 60/40 portfolio failed to deliver on its potential diversification benefit because bonds fell sharply along with stocks. This has happened before and could happen again. How do you approach this problem...
by bxpartners | Oct 19, 2023 | Uncategorized
The Coming Deflation and the Impact on the Economy – A Webinar with TrendMacro CEO Don Luskin and Craig Cmiel of BX Partners This is a replay of a live webinar from 10-17-2023. Click here to download the State of the World report from the webinar. TrendMacro...
by bxpartners | Oct 18, 2023 | CIO Services, Consulting, Videos
Five Fun Facts About the US Economy – Guest Post by TrendMacro. This is a nice concise summary of some of the key trends shaping the economy. According to Don, high inflation is likely behind us, we may have seen the top in interest rates, jobs and the economy...
by bxpartners | Oct 2, 2023 | CIO Services, Consulting, Under The Hood, White Papers
In this episode of Under the Hood, the main things we are watching are market strength and breadth, inflation, interest rates, and Federal Reserve activity .?? In this report, you will see charts and notes that highlight some of the most important trends we are...
by bxpartners | Sep 14, 2023 | CIO Services, Indexing, Videos
The Evolution of Indexing – Part 2. Last week, we discussed where indexing has been, and today, we’ll talk about where it is going. As large organizations start to embrace the power of active indexing, we are asking ourselves how we can help smaller RIA...
by bxpartners | Sep 13, 2023 | CIO Services, Indexing, Videos
For years, direct indexing was thought of as a portfolio strategy reserved for the high net worth investors or ETF manufacturers. That time is over. As technology continues to advance and investor preferences shift, direct indexing is likely to continue evolving to...
by bxpartners | May 14, 2023 | CIO Services, Indexing, Videos
Watch this video to discover what top advisors are thinking about when it comes to their investments departments in 2023! For a FREE copy of this report, comment below or send an email to [email protected]! As an RIA, what are the obstacles you are facing as you...
by bxpartners | Apr 14, 2023 | CIO Services, Consulting, Indexing, Videos
Are you using Direct Indexing in your organization? Watch this quick rundown of the top 10 reasons to add direct indexing to your toolbox. 1. Compared to ETF, SMA, Fund2. Control the underlyings 3. Tax Loss Management, but also control buys and sells 4. Easier to...
