April 08, 2021 Global Equities: Reviewing the Risks to Recovery by Christopher Hogbin Global stocks rose in the first quarter, but volatile trading patterns reminded investors that the road to normal will be bumpy. By carefully considering the risks that lie ahead, equity investors can prepare for the next phase of pandemic recovery. Coronavirus, Equities, Inflation, Rising Rates, Volatility Likes 0 SHARE Bookmarks
March 22, 2021 Digging for Value in Struggling European Stocks by Tawhid Ali, Andrew Birse European stocks have lagged developed market peers. But selective equity investors can find promising potential in undervalued companies that are poised to recover in a post-pandemic world. Coronavirus, Equities Likes 0 SHARE Bookmarks
March 01, 2021 Raising Equity Defenses for the COVID-19 Recovery by Kent Hargis, Sammy Suzuki, Chris Marx The exit from the pandemic will be bumpy. Defensive stocks with attractive valuations can help provide balance through an uncertain recovery. Coronavirus, Equities, Low-Yield Environment, Volatility Likes 0 SHARE Bookmarks
February 22, 2021 Four Things Investors Should Know About US Inflation in 2021 by Eric Winograd We expect US core inflation to surge in the months ahead, as comparisons to low price levels of a year ago cause sizable fluctuations. Ultimately, supply should respond to recovering demand, bringing inflation down and facilitating easy Fed policy. Coronavirus, Economics, Fixed Income, Inflation Likes 0 SHARE Bookmarks
February 09, 2021 Will High-Dividend Payers Make a Comeback in 2021? by Karen Watkin Having strongly underperformed the wider stock market in 2020, high-dividend stocks have shown early signs of a rebound in recent weeks. Coronavirus, Low-Yield Environment, Multi-Asset Likes 0 SHARE Bookmarks
February 09, 2021 The Future of Bond Trading—and Why It Matters by James Switzer, Sasan Doroudian , Erin Bigley The pandemic has accelerated an evolution in bond trading, and it is already making a difference for investors—if bond managers have embraced tech-enabled trading. Coronavirus, Fixed Income, Tech & Innovation Likes 0 SHARE Bookmarks
February 05, 2021 Better Stimulus Odds Are Shot in the Arm for US Growth Expectations by Eric Winograd The probability of more fiscal relief from Congress has risen—good news for the US economy and a boost to our growth forecast. While risks remain, and it’s too early to talk about the pandemic in the past tense, we’re optimistic the economy can return to more normal footing soon. Coronavirus, Economics, Fixed Income Likes 0 SHARE Bookmarks
February 04, 2021 China’s Uneven Equity Rally Opens New Roads to Recovery by John Lin, Stuart Rae As China begins the year of the Ox, many investors are wondering whether another bull run is possible in 2021. Given that last year’s rally was extremely narrow, we believe many parts of the market still offer pent-up recovery potential. China, Coronavirus, Equities Likes 0 SHARE Bookmarks
February 03, 2021 When Markets Are Recovering, Don’t Ignore Volatility by Kent Hargis, Sammy Suzuki, Chris Marx Global stocks rebounded sharply from the coronavirus market crash in 2020, but the ride was rocky. With so many risks clouding the outlook, we believe that investors should focus on generating a smoother pattern of returns through the recovery from COVID-19. Coronavirus, Equities, Volatility Likes 0 SHARE Bookmarks
January 19, 2021 Rediscovering the Appeal of Emerging Market Equities by Sammy Suzuki, Laurent Saltiel, Henry S. D'Auria Emerging-market stocks rebounded in 2020 even as the COVID-19 pandemic spread globally. As vaccines and other favorable conditions unfold, investors have good reasons to consider EM equities in 2021 while strategically considering their potential risks. Coronavirus, Emerging Markets, Equities Likes 0 SHARE Bookmarks
January 08, 2021 US Recovery Reveals Hidden Value in Smaller Stocks by James MacGregor, Erik Turenchalk Small-cap US stocks rebounded sharply in the fourth quarter. Yet the recovery may still be in its early stages—particularly for smaller-cap value stocks—as pandemic risks recede and earnings drivers kick in during 2021. Coronavirus, Equities Likes 0 SHARE Bookmarks
January 05, 2021 Should Equity Investors Change Course for 2021 Recovery? by Christopher Hogbin After an extraordinary year, market distortions have created opportunities for investors to broaden equity exposures despite uncertainties about the recovery. Coronavirus, Equities Likes 0 SHARE Bookmarks
January 05, 2021 2021 Outlook: Bond Investing in the Wake of COVID-19 by Scott DiMaggio, Gershon Distenfeld AB’s Co-Heads of Fixed Income weigh in on systemic risk, areas of opportunity and the hunt for yield in 2021. Coronavirus, Fixed Income, Low-Yield Environment, Volatility Likes 0 SHARE Bookmarks