As investors look for innovative investment strategies that suit their tastes and preferences, asset managers have come to market with new solutions to ensure they are meeting clients where they want to be met. Recently, there has been buzz around direct indexing and customization. The term “direct indexing” is essentially a new spin on separately managed accounts – a well-known investment structure that has been around for decades.
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The stock markets seem to be doing a little better, but I’m still hearing talk about a recession. Should I be worried?
Equity markets have seen a much-welcomed reprieve recently with broad US, International, and Emerging Market indices up 11.6%, 15.3% and 6.9% QTD through 11/11/20221. However,
January 10, 2023
