Prepare for client conversations with confidence |
- Learn everything you need to know about new insurance and wealth products
- Download and read through toolkits for wealth and marketing materials for insurance
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Updated Compliance programs templates |
- Updated AML and privacy compliance program templates and training videos are available to guide you in completing your program
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GLC's Mid-Year Capital Market Outlook: GLC's Mid-Year Capital Market Outlook: The Bull Market in Everything: Investment positioning for times that can't last forever |
- Our 2019 Mid-Year Capital Market Outlook calls for single-digit equity price gains between now and the end of the year. Bouts of trade-, political- and geopolitical-related volatility may be severe enough to present buying opportunities for those comfortable with a pro-risk stance
- This expected environment lends itself to active portfolio management with its tactical slants and individual security selections that seek out superior growth, quality and/or yield opportunities within markets
- We're maintaining our asset allocation at neutral, aligned with one's own risk tolerance – a balance between exposure to participate in equity market growth without over-reaching for risk
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