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Indices
Advisor Intent Trends August 2023
On the back of another month of falling inflation, bonds saw their relative share of advisor attention fall.
Indices
Advisor Intent Trends July 2023
July was a great month for markets and advisors were at ease…
Indices
Advisor Intent Trends June 2023
The overall data on advisor interests is fairly similar to last month, but with one big change…
Indices
Advisor Intent Trends April 2023
April saw a moderation on many of the themes that flared up in March.
Indices
Advisor Intent Trends March 2023
March was unlike any other month in the history of the index.
Indices
Advisor Intent Trends February 2023
February was a major month for both equities and bonds, driven by the higher-than-anticipated inflation…
Indices
Advisor Intent Trends January 2023
In January, the focus on bonds and equities held mostly steady, but sentiment changed remarkably.
Indices
Advisor Intent Trends December 2022
Just when tensions seemed like they might abate and return to normal, December struck.
Indices
Advisor Intent Trends November 2022
Both equities and fixed income saw additional increases in mindshare from already high levels…
Podcast
The Importance of Diversity and Inclusion in Financial Services
The Data Possible Podcast: Episode #19 With Bryan Lee & Amalia Tsiongas
Indices
Advisor Intent Trends October 2022
Bonds took center stage in October as advisors gained hope that the Fed may slow down…
Indices
Advisor Intent Trends September 2022
Given the Federal Reserve’s interest rate increases, all Bonds trended upwards in September…