Author: Cliff Walsh, CFA

Why the Future Belongs to Unified Managed Accounts

Explore the reasons for the emergence and growing dominance of UMAs, why they make sense for advisors looking to grow their practice and elevate the client experience they deliver, and how the UMA program at American Portfolios has been enhanced to become an industry-leading offering.

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China’s Zero-COVID Policy: The Economic Impact

China took a different path in response to the global outbreak of COVID-19, pursuing a policy of zero tolerance for COVID infections, which meant meeting any signs of virus infection with lockdowns and isolation to prevent its spread. While the approach seemed to work well early on, China has been undergoing rolling lockdowns throughout the country, including port cities.  The economic impact has been significant.

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Inflation: An Investment Playbook

Explore how we we examine the leading inflation theories, the efficacy of common inflation indicators and how investment portfolios will need to be restructured should inflation prove less transitory than anticipated.

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