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Investments & Wealth Monitor

The Institute's Investments & Wealth Monitor is a bimonthly educational magazine written by award-winning authors throughout the financial industry. The members-only publication keeps Institute members current through industry news and articles that provide education, insight, explanation, and coverage of key issues including the latest in academic, investment, legal and regulatory, business development, and wealth management topics.

Current Issue

Jan/Feb: Economy and Geopolitics

Investments & Wealth Institute members receive free access to the Investments & Wealth Monitor article archives as a benefit of membership by logging into their dashboard. Nonmembers may read articles from the current issue only below. To learn more about Institute membership, visit the Membership section.

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Articles

Editor's Note

The End of Globalization: Implications for Inflation and Investment

Jason De Sena Trennert

It’s Time for Investors to Reevaluate Their China Exposures

Dambisa Moyo, PhD

A World Transforming: Global Trends Provide Investment Insights

Francis J. Kelly

2023 Global Market Outlook

Jeffrey Kleintop, CFA®

What to Expect from Divided Government: Split Congress May Limit Fiscal Policy, Could Be Good for Markets

Libby Cantrill, CFA®

Investment Insights: 2023 Market Outlook

Brian Ullsperger, CIMA®
Anthony B. Davidow, CIMA®
Scott D. Welch, CIMA®
Todd Wagenberg, CIMA®

Liquid Alternatives: Will This Movie Remake Have a Better Ending?

Michael Evans

Private Real Estate: Unlocking Opportunity Beyond Stocks and Bonds

Franklin Templeton Academy

Why Alternative Investments—and Why Now?

Anthony B. Davidow, CIMA®

The Brave New World of Central Bank Digital Currencies

J. Scott Christianson

Longevity Risk (Part 2): A Discussion with Wade Pfau, PhD, CFA®, RICP®; Moe Allain, RMA®, CPWA®, AAMS®; and Robert Powell, CFP®, RMA®

Wade Pfau, PhD, CFA®. RICP®
Stephen "Moe" Allain, CPWA®, RMA®, AAMS®
Robert Powell III, CFP®, RMA®