September 03, 2020 Do COVID-19 Subsidies Threaten Shareholder Value? by Michelle Dunstan, Diana Lee As more companies tap government stimulus funds, questions are being asked about how shareholders may be affected. To answer these questions, investors must assess how corporate behavior and stakeholder engagement will shape a company’s long-term outlook. Coronavirus, Equities, Responsible Investing/ESG Likes 0 SHARE Bookmarks
September 01, 2020 Crisis Dashboard: Big Data Helps Paint the Big Picture (September Update) by Jonathan Berkow, Scott Krauthamer Many investors are looking for emerging signs of a return to normalcy from the coronavirus crisis. While there are many indicators to choose from, we’ve assembled a group of signals, with the help of big data, that may point the way. Coronavirus, Economics, Equities, Fixed Income Likes 0 SHARE Bookmarks
August 19, 2020 Is Concentrated Investing Riskier in Today’s Uncertain Environment? by Mark Phelps, Dev Chakrabarti In a world of uncertainty, many investors choose to diversify, rather than investing in a concentrated strategy. But this year, a portfolio of just the five largest US stocks would have significantly outperformed. So, is there a way to reduce risk and to capture long-term growth in a concentrated portfolio? Active & Passive , Coronavirus, Equities Likes 0 SHARE Bookmarks
August 13, 2020 Healthcare Investing: Don’t Try to Pick COVID-19 Vaccine Winners by Vinay Thapar The novel coronavirus has created both challenges and opportunities for companies in the healthcare sector. When it comes to a cure or a vaccine for COVID-19, how will these developments help the sector and what are the opportunities long-term? Active & Passive , Coronavirus, Equities Likes 0 SHARE Bookmarks
August 11, 2020 Are Nonprofits Duty-Bound to Invest Responsibly? by Christopher Clarkson Many nonprofits wish they could do more to help the most vulnerable right now. But a focus on funding might obscure another avenue. Investing their assets responsibly. Coronavirus, Endowments & Foundations, Responsible Investing/ESG Likes 0 SHARE Bookmarks
August 05, 2020 Why the US Economy Needs More Stimulus Very Soon US household income has held steady, but only because of stimulus checks and enhanced unemployment benefits. As Congress debates the shape and scope of the next package, economic data show a clear need for more help sooner rather than later. Coronavirus, Economics Likes 0 SHARE Bookmarks
July 31, 2020 Capturing the Ups and Downs in Coronavirus Equity Markets by Kent Hargis, Sammy Suzuki, Jillian Geliebter Several equity factors diverged significantly from their typical performance patterns during the COVID-19 crisis. By understanding how factor returns behaved in this market correction relative to their historic norms, investors can not only prepare for future volatility but also take advantage of short-term market dislocations. Active & Passive , Coronavirus, Equities, Volatility Likes 0 SHARE Bookmarks
July 28, 2020 COVID as a Catalyst: Are the Political Tides Turning? by Matthew D. Palazzolo, Christopher Brigham Moments of crisis can be revealing. Today, the health and economic impacts of the coronavirus have shined a light on cracks in the American social contract and social safety net. How will these cracks and the response to them shape our politics, policy, and ultimately economic and market outcomes in the coming years? Coronavirus, Economics Likes 0 SHARE Bookmarks
July 20, 2020 Emerging-Market Equities: Looking Past the Pandemic by Laurent Saltiel, Sergey Davalchenko, Naveen Jayasundaram In emerging markets, some industries and countries are in better shape than others. And many businesses have the right qualities to benefit from structural changes now and long after local conditions improve. Coronavirus, Emerging Markets, Equities Likes 0 SHARE Bookmarks
July 06, 2020 Lopsided Equity Rally Highlights Growing Market Risks by Christopher Hogbin Global equities rebounded sharply in the second quarter. But new risks are looming as companies and countries count the costs of the pandemic. Active & Passive , Coronavirus, Equities, Low-Yield Environment, Volatility Likes 0 SHARE Bookmarks
July 02, 2020 Brexit in the Coronavirus Era by Darren Williams Reaching a mutually beneficial Brexit deal has so far been beyond the reach of UK and European Union (EU) negotiators. Now that COVID-19 has struck, can they avoid a damaging split? Brexit, Coronavirus Likes 0 SHARE Bookmarks
July 01, 2020 Unlocking REIT Potential Amid COVID-19 by Ajit Ketkar, Eric Franco Economic fallout from the coronavirus crisis was especially hard on real estate, mostly from misperceptions that the asset class is dominated by hotels, malls and office parks. But a look inside shows a diverse group of sectors that are more pandemic resilient than investors may think. Coronavirus, Equities, Low-Yield Environment, Volatility Likes 0 SHARE Bookmarks
June 30, 2020 COVID as a Catalyst: Will Efficiency Fall by the Wayside in a Riskier World? by Matthew D. Palazzolo, Christopher Brigham For decades, efficiency has been the name of the game for corporate management. Now that the coronavirus has exposed the benefits of robustness, supply chains and capital allocation policies may change. Companies may also take another look at automation, using the recession and pandemic as a catalyst to substitute capital for labor, leading to consequences for their finances, their employees, and the economy overall. Coronavirus, Economics, Equities Likes 0 SHARE Bookmarks