Japanese Equities: Has the Third Arrow Fallen Short?

Katsuaki Ogata

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

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

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 funds, volatility can be costly.

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US Economy Rebounds—with More Upside Likely

Joseph G. Carson

This week’s US gross domestic product (GDP) data paints a bright picture for the second quarter and a less gloomy first-quarter decline than first published. As impressive as the rebound looks on the surface, we think it’s still understated.

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Rising Rates: The Good, the Bad…No Ugly

Douglas J. Peebles

By Doug Peebles (pictured) and Ivan Rudolph-Shabinsky of AllianceBernstein (NYSE:AB)

The US Fed has said it will almost certainly boost short-term interest rates by 2015, and many bond investors are focused intently on managing the risks of rising rates. But it’s also important to recognize that there are benefits.

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Keeping Up with Innovation

Dan Roarty

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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US Productivity Puzzle Could Lead to Upside Surprise

Joseph G. Carson

A first-quarter productivity slump fueled concerns about the US economy, but second-quarter labor and company earnings data indicate better productivity and underlying growth. In short, the data point to a US economic cycle that’s broader and stronger than it appears on the surface.

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Is Dollar-Cost Averaging the Cure for Market Jitters?

Seth J. Masters

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

Patrick Rudden

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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Real Asset Strategies: Timing Isn’t Everything, but…

Jon Ruff

Real assets are coming off of a horrendous year relative to diversified stocks. Meanwhile, inflation is expected to stay low indefinitely. So why in the world should anyone own real assets now?

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