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2021: Midyear Commentary

ADRE, AVEM, AWTM, BAPR, BAUG, BBSA, BIBL, BIL, BILS, BJUL, BJUN, BOCT, BTYS, CHGX, CHN, CLTL, CN, CRF, CSTNL, CXSE, DBEF, DBEM, DDBI, DDM, DEFA, DFAC, DFVL, DFVS, DIA, DMRE, DMRL, DMRS, dog, DTUL, DTUS, DTYL, DUSA, DWMF, DXD, EDBI, EDC, EDOW, EDV, EDZ, EEH, EEM, EEMX, EET, EEV, EFA, EFAX, EFO, EFU, EFZ, EGF, EJUL, EMF, EMLB, EPS, EQL, EQWL, ESGD, ESGE, EUM, EWSC, FATT, FBGX, FCA, FDG, FDT, FEM, FEX, FIBR, FLCH, FLGE, FLGV, FLQE, FRDM, FWDI, FXP, GAB, GBIL, GOVT, GOVZ, GSEW, GSIE, GSY, GXC, HEEM, HEFA, HFXI, HUSV, IBTK, IDEV, IDHQ, IEF, IEFA, IEI, IEMG, IJR, IJUL, ILCB, IQIN, ISAPF, ISEM, IVOL, IVV, IWF, IWL, IWO, IWY, JEMA, JEPI, JHML, JUSA, KEMP, KESG, KGRN, KLDW, LDEM, MFEM, MFLA, MFMS, MSF, MV Financial, OPER, OTPIX, PAPR, PAUG, PGJ, PJAN, PJUN, PLW, PQIN, PQSG, PSQ, PST, QARP, QID, QLD, QMJ, QQEW, QQQ, QQQA, QQQE, QQQM, QQXT, RAYC, RECS, RFDI, RFEM, RINF, ROAM, RODM, RSP, RVRS, RWGV, RWJ, RWL, RYARX, SAA, SBB, SCHE, SCHO, SCHQ, SCHR, SCHX, SDD, SDOW, SDS, SFY, SGOV, SH, SHV, SHY, SKF, SLY, SPDN, SPEM, SPLX, SPTI, SPTL, SPTS, SPUU, SPXE, SPXL, SPXN, SPXS, SPXT, SPXU, SPXV, spy, SQQQ, SSO, SSPY, SVOL, SVXY, SYE, TAPR, TBF, TBJL, TBT, TBX, TDF, TFJL, TLH, TLT, TMF, TMV, TQQQ, TRND, TTT, TYD, TYO, UAUG, UBT, UDN, UDOW, UDPIX, UJAN, UOCT, UPRO, URTH, USA, USDU, USEQ, USMC, UST, USTB, UUP, UVXY, VEA, VFINX, VGIT, VGLT, VGSH, VIIX, VIOO, VIXM, VIXY, VONG, VOO, VTWG, VUSTX, VV, VWO, VXX, VXXB, VXZ, XJR, XPP, XSOE, XVV, XVZ, YANG, YINN, YXI, ZF, ZIV, ZROZ / By

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Taming Market Power Could (Also) Help Monetary Policy

ACWF, ACWI, ADRE, AIIQ, AVEM, DBEF, DBEM, DDM, DEFA, DGT, DIA, DMRE, dog, DTEC, DWMF, DXD, EDC, EDZ, EEH, EEM, EEMX, EET, EEV, EFA, EFAX, EFO, EFU, EFZ, EJUL, EMF, EPS, EQL, ESGD, ESGE, EUM, FDT, FEM, FEX, FIHD, FLQE, FLQG, FLQH, FRDM, GAB, GLQ, GSIE, HDMV, HEEM, HEFA, HFXI, HUSV, IDEV, IDHQ, IEFA, IEMG, IJUL, iMFdirect, IQIN, ISAPF, ISEM, IVV, IWL, iwm, JEMA, JHML, KLDW, LDEM, MFEM, MSF, OTPIX, PQIN, PSQ, QID, QLD, QQEW, QQQ, QQQE, QQXT, RFDI, RFEM, ROAM, RODM, RSP, RWM, RYARX, RYRSX, SCHE, SCHX, SDOW, SDS, SH, SPDN, SPEM, SPLX, SPUU, SPXE, SPXL, SPXN, SPXS, SPXT, SPXU, SPXV, spy, SQQQ, SRTY, SSO, SYE, TMAT, TNA, TQQQ, TWM, TZA, UDOW, UDPIX, UPRO, URTH, URTY, UWM, VEA, VFINX, VOO, vt, VTWO, VV, VWID, VWO, WBIL, XSOE / By

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Asset Allocation Committee Outlook Q3 2021: From Hanging Ten To Choppy Waves

AAA, AAAU, ACP, ADRE, AIF, ANGL, ARDC, AVEM, AWTM, BAPR, Bar, BAUG, BBSA, BCD, BCI, BGH, BIBL, BIL, BILS, BJUL, BJUN, BOCT, BSCL, BSCM, BSCN, BSCO, BSCP, BSCQ, BSCR, BSCS, BSJL, BSJM, BSJN, BSJO, BSJP, BSJQ, BSJS, BTYS, CEMB, CHGX, CIF, CIK, CLTL, CMDY, COM, COMB, COMT, CORP, CRF, CSTNL, cut, DBC, DBEF, DBEM, DCHF, DDM, DEFA, DFAC, DFHY, DFVL, DFVS, DGBP, DGL, DGLD, DGP, DGZ, DHY, DIA, DJCB, DJCI, DJP, DLBR, DMRE, DMRL, dog, DPU, DRR, DSU, DTUL, DTUS, DTYL, DUSA, DWMF, DXD, DZZ, EAD, EBND, EDC, EDD, EDF, EDI, EDOW, EDV, EDZ, EEH, EEM, EEMX, EET, EEV, EFA, EFAX, EFIX, EFL, EFO, EFU, EFZ, EGF, EJUL, ELD, EMAG, EMB, EMBD, EMBH, EMCB, EMD, EMF, EMHC, EMHY, EMLC, EMSH, EMTL, EPS, EQL, EQWL, ESCR, ESGD, ESGE, EUFX, EUM, EUO, FAAR, FALN, FATT, FBGX, FCOR, FDG, FDT, FEM, FEMB, FEX, FIBR, FISR, FLAT, FLBL, FLDR, FLGE, FLGV, FLHY, FLQE, FRDM, FTGC, FXB, FXE, FXF, FXY, GAB, GBIL, GCC, GGM, GLD, GLDB, GLDI, GLDM, GLL, GOVT, GOVZ, GSC, GSEW, GSG, GSIE, GSIG, GSP, GSY, HEEM, HEFA, HFXI, HIX, HUSV, HYDB, HYEM, HYG, HYGH, HYHG, HYLB, HYLD, HYLS, HYS, HYT, HYUP, HYXF, HYZD, IAU, IAUF, IBCE, IBD, IBDD, IBDM, IBDN, IBDO, IBDP, IBDQ, IBDR, IBDS, IBDT, IBDV, IBHA, IBHB, IBHC, IBHD, IBHE, IBHF, IBTK, IDEV, IDHQ, IEF, IEFA, IEI, IEMG, ig, IGBH, IGEB, IGHG, IGI, IGIB, IGLB, IGSB, IIGD, IIGV, IJUL, ILCB, IQIN, ISAPF, ISD, ISEM, IVH, IVOL, IVV, IWF, IWL, iwm, IWO, IWY, JAAA, JCO, JEMA, JEMD, JEPI, JHML, JIGB, JNK, JPMB, JPST, JQC, JSD, JUSA, KCCB, KIO, KLDW, KORP, LDEM, LEMB, LQD, LQDH, LQDI, MCI, MFEM, MFMS, MPV, MSD, MSF, Neuberger Berman, NHS, OMFS, OPER, OTPIX, OUNZ, PAPR, PAUG, PCF, PCY, PDBC, PHT, PHYS, PJAN, PJUN, PLW, PQIN, PQSG, PSQ, PST, PTBD, QARP, QGLDX, QID, QLD, QLTA, QMJ, QQEW, QQQ, QQQA, QQQE, QQQM, QQXT, RECS, RFDI, RFEM, RINF, RJI, ROAM, RODM, RSP, RVRS, RWGV, RWL, RWM, RYARX, RYRSX, SCHE, SCHI, SCHJ, SCHO, SCHQ, SCHR, SCHX, SDCI, SDHY, SDOW, SDS, SFHY, SFIG, SFY, SGOL, SGOV, SH, SHV, SHY, SHYG, SHYL, SJB, SJNK, SKF, SKOR, SLQD, SPBO, SPDN, SPEM, SPHY, SPIB, SPLB, SPLX, SPSB, SPSM, SPTI, SPTL, SPTS, SPUU, SPXB, SPXE, SPXL, SPXN, SPXS, SPXT, SPXU, SPXV, spy, SQQQ, SRTY, SSO, SSPY, STPP, SYE, TAPR, TBF, TBJL, TBT, TBX, TEI, TFJL, TLH, TLT, TMF, TMV, TNA, TQQQ, TRND, TTT, TWM, TYD, TYO, TZA, UAUG, UBG, UBT, UCHF, UCI, UDN, UDOW, UDPIX, UEUR, UGBP, UGL, UGLDF, UJAN, UJB, UJPY, ULE, UOCT, UPRO, URR, URTH, URTY, USA, USCI, USDU, USEQ, USHY, USI, USIG, USMC, UST, USTB, UUP, UWM, VCIT, VCLT, VCSH, VEA, VFINX, VGIT, VGLT, VGSH, vlt, VONG, VOO, VTC, VTWG, VTWO, VUSTX, VV, VWO, VWOB, WDI, WFIG, wood, XSOE, XVV, YCL, YCS, ZF, ZROZ / By

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Delta Variant Spread Poses Key Risks To Global Economic Recovery

ACWF, ACWI, ADRE, AGGAX, AGOX, AIA, AIIEX, AIIQ, ARKQ, AVEM, BBAX, BFTR, BST, BTEK, DAPP, DBEF, DBEM, DEFA, DGT, DMRE, DTEC, DWLD, DWMF, EDC, EDZ, EEM, EEMX, EET, EEV, EFA, EFAX, EFO, EFU, EFZ, EJUL, EMF, ESGD, ESGE, EUM, EXI, FBGX, FDG, FDT, FEM, FIHD, FLGE, FLQE, FLQG, FLQH, FLV, FRDM, FTEC, FXL, GAB, GAMR, GLQ, GSIE, GVAL, HDMV, HEEM, HEFA, HFXI, IDEV, IDHQ, IEFA, IEMG, IGM, IJUL, IPAC, IQIN, IQM, ISAPF, ISEM, IVAL, IWD, IWF, IWN, IWO, IXN, IYW, JEMA, JHMT, JIG, KLDW, LDEM, LOUP, Markit, MFEM, MFMS, MSF, PLAT, PQIN, PQSG, PQSV, QARP, QTEC, QTUM, RECS, REVS, REW, RFAP, RFDI, RFEM, RGT, ROAM, RODM, ROM, RWGV, RWVG, RYT, SCHE, SKF, SPEM, SVAL, TECL, TECS, TMAT, ufo, URTH, USEQ, USLB, VEA, VGT, VONG, VONV, VPL, vt, VTWG, VTWV, VWID, VWO, WBIE, WBIF, WBIL, WFH, XITK, XLK, XNTK, XSOE, XT / By

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Cyclical Outlook Key Takeaways: Inflation Inflection

ACWF, ACWI, ADRE, AIIQ, AVEM, AWTM, BBSA, BCI, BCM, BIL, BILS, BTYS, CEW, CLTL, CMBS, CMDY, COM, COMB, COMT, DBC, DBEF, DBEM, DDM, DEFA, DFVL, DFVS, DGT, DIA, DJCB, DJCI, DJP, DMO, DMRE, dog, DPU, DTEC, DTUL, DTUS, DTYL, DWMF, DXD, EBND, EDC, EDD, EDF, EDI, EDV, EDZ, EEH, EEM, EEMX, EET, EEV, EFA, EFAX, EFO, EFU, EFZ, EGF, EJUL, ELD, EMAG, EMB, EMBH, EMD, EMF, EMHC, EMLC, EMSH, EMTL, EPS, EQL, ESGD, ESGE, EUM, FAAR, FATT, FDT, FEM, FEMB, FEX, FIBR, FIHD, FISR, FLGV, FLQE, FLQG, FLQH, FMY, FRDM, FTGC, GAB, GBIL, GCC, GLQ, GOVT, GOVZ, GSC, GSG, GSIE, GSP, GSST, GSY, HDMV, HEEM, HEFA, HFXI, HUSV, IBTK, IDEV, IDHQ, IEF, IEFA, IEI, IEMG, IJUL, IQIN, ISAPF, ISEM, IVV, IWL, iwm, JEMA, JEMD, JHML, JLS, JMBS, JPMB, KLDW, LDEM, LEMB, LGOV, LMBS, LTPZ, MBSD, MFEM, MSD, MSF, MTGP, OPER, OTPIX, PAIDX, PBTP, PCY, PDBC, PDIIX, PFIIX, PFMIX, PFORX, PGZ, PHMIX, PIGIX, PIMCO, PIMIX, PLW, PQIN, PSCSX, PSQ, PST, PTTRX, QID, QLD, QQEW, QQQ, QQQE, QQXT, RFDI, RFEM, RJI, ROAM, RODM, RSP, RWM, RYARX, RYRSX, SCHE, SCHO, SCHP, SCHQ, SCHR, SCHX, SDCI, SDOW, SDS, SGOV, SH, SHV, SHY, SPDN, SPEM, SPIP, SPLX, SPTI, SPTL, SPTS, SPUU, SPXE, SPXL, SPXN, SPXS, SPXT, SPXU, SPXV, spy, SQQQ, SRTY, SSO, STIP, STPZ, SYE, TAPR, TBF, TBJL, TBT, TBX, TDTF, TDTT, TEI, TFJL, tip, TIPX, TIPZ, TLH, TLT, TMAT, TMF, TMV, TNA, TQQQ, TSI, TTT, TWM, TYD, TYO, TZA, UBT, UCI, UDN, UDOW, UDPIX, UPRO, URTH, URTY, USCI, USDU, UST, USTB, UUP, UWM, VEA, VFINX, VGIT, VGLT, VGSH, VOO, vt, VTIP, VTWO, VUSTX, VV, VWID, VWO, VWOB, WBIL, XSOE, ZROZ / By

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