Welcome to another edition of Wednesday's Weekly Perspective! This week, our authors touched on a variety of timely topics from the war on Ukraine to inflationary pressures on investors' portfolios. Catch up on the top content you may have missed this week including articles, commentaries, webinars and more.
1. [Article] War in Ukraine: Part 4 – Are There Neo-Nazis in Ukraine?
By Vitaliy Katsenelson
In part 4 of his series, Vitaliy shares some historical context as to why Putin has declared a "special operation" for the demilitarization and de-Nazification of Ukraine. In reality, Ukraine is a diverse and culturally rich country that's been wrongfully depicted as a nation full of neo-Nazis by Russian propaganda.
2. [Article] Ask Brad: Why You Shouldn’t Take an Upfront Bonus Check for Changing Firms
By Brad Wales
When the New York Mets bought out Bobby Bonilla's contract in 2000, they made a deal: Rather than $5.9 million now, they'd pay $1.2 million over 24 years. You can guess which is the better deal. Brad Wales draws important comparisons between this legendary sports deal and the snags of sign-on bonuses for advisors. In some cases, playing the long game can pay off.
3. [Commentary] Putin's Invasion Reminds Us That We Live In A Finite World
By Jeremy Grantham of GMO
Jeremy Grantham reminds us that key commodities are finite in supply, and a switch to full sustainability is imperative for the survival of our species. Russia’s attack on Ukraine is increasing the pressure on raw materials in the short term, serving as a reminder more broadly that we will have to innovate around the bottlenecks, shortages, price spikes, and climate damage that are almost certainly coming our way so that we might survive to tell the tale.
4. [Webinar] Income Alternatives in a Rising Rate Environment
Hosted by VanEck
In this popular webinar replay, our guests Fran Rodilosso and William Sokol share their take on alternative areas of the market advisors may want to investigate to fulfill clients' needs for yield in the current rising rate environment.
5. [AP Charts] Market Cap to GDP: March Buffett Valuation Indicator
By Jill Mislinski
With the Q4 GDP Third Estimate and the March close data, Jill Mislinski shares an updated look at the popular "Buffett Indicator" -- the ratio of corporate equities to GDP.
