Don’t Be Passive About Rising Rates

Though they’ve defied expectations this year, higher interest rates appear to be all but inevitable. Investors need to take measure of the rate sensitivity in their portfolios—and stay agile—to negotiate the rough market crosscurrents a rate reversal may bring.

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Seven Things to Consider About Emerging Markets Now

After several years of disappointing returns, emerging-market (EM) equities are regaining interest, attracting flows and outperforming their developed-market (DM) counterparts this year. For investors thinking about adding EM exposure, we offer seven factors to consider.

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Trouble on the Margin?

It’s been a very strong earnings season for US companies. But for many, it’s becoming much more challenging to expand profit margins. In a tougher environment, we think investors should focus more closely on revenue growth to find stocks that can thrive.

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Japanese Equities: Has the Third Arrow Fallen Short?

Katsuaki Ogata (pictured) and Takuji Oya Japanese prime minister Shinzo Abe’s latest blueprint for sustained long-term economic growth was met with quite a bit of skepticism. It’s easy to play down the so-called Third Arrow as an assortment of cryptic reform measures. But we believe that there’s some substance that warrants equity investors’ attention.

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Can You Rely on Income from Equities?

Joseph G. Paul (pictured) and Greg Powell In a world of ultralow interest rates, the quest for income has left many investors stumped. Bonds are generally seen as more dependable sources of income than stocks. But our analysis suggests that income streams from equities are much more stable than widely believed.

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Volatility in Retirement—What a Drag!

Chris Marx (pictured) and Kent Hargis With markets so calm, it’s easy to become complacent about the corrosive effects that volatility can have on long-term investment success. If you don’t need the money for a long time, you can ride out the inevitable market squalls. But if you’re close to or already drawing from those [...]

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Keeping Up with Innovation

The pace of innovation is accelerating and equity investors are increasingly at risk of getting left behind. We think that moving away from the benchmark can help portfolios keep up with rapid change across many industries.

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Is Dollar-Cost Averaging the Cure for Market Jitters?

The US stock market is at record highs, and warnings of a downturn are loud and shrill on every side. Even if you’re convinced you should own more stock, you may find it difficult to buy now. What if you invest your money and the market suddenly drops?

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The Myth of the Passive Investor

Some investors have such little faith in the merits of active management that they prefer to take a 100% passive approach. We think they may be making more active decisions than they realize.

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Are US Stocks Heading for a Fall?

It’s a truism that what goes up, must come down—but when, and by how much? That matters, especially if you’re talking about the US stock market.

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