April 22, 2019 Climate-Proofing an Equity Portfolio by James T. Tierney, Jr., David Tsoupros From rising sea levels to catastrophic weather events, investors can’t afford to ignore the risks of climate change. Since many companies would be vulnerable if current climate forecasts materialize, asset managers may want to consider climate change in their equity research process and engage management teams on the subject. Equities, Responsible Investing/ESG Likes 0 SHARE Bookmarks
April 12, 2019 Watch Out for Volatility, Even in Rising Markets by Kent Hargis, Sammy Suzuki, Chris Marx Global stocks rebounded in the first quarter, but the ride was rocky. Even in a rising market, volatility is a clear and present danger. With so many risks clouding the outlook, we believe that investors should focus on generating a smoother pattern of returns. Equities, Volatility Likes 0 SHARE Bookmarks
April 10, 2019 Equity Investing When Turbocharged Growth Is Gone by Mark Phelps In today’s low-growth, low interest-rate environment, investors should be patient, and look for opportunities to use volatility to get into desirable investments at the price you’re willing to pay. Equities, Later in the Cycle, Volatility Likes 0 SHARE Bookmarks
April 01, 2019 Top Five Questions on Your Mind by Matthew D. Palazzolo Thinking ahead to the remainder of 2019 and into 2020, we look at the most frequent questions we’ve been getting from our clients and how certain issues may play out over the foreseeable future. Here we discuss the top five questions on your mind. Capital Markets Outlook, Economics, Equities, Inflation Likes 0 SHARE Bookmarks
March 27, 2019 Inflation and Pricing Power by James T. Tierney, Jr. Many US companies have forgotten how to raise prices because they haven’t had to for a long time. In some sectors, such as retail, pricing power has been hobbled by the giant consolidated retailers, leaving other businesses unable to adequately offset inflationary pressures. Equities, Inflation Likes 0 SHARE Bookmarks
March 25, 2019 Grocery and Tech Say “I Do!” by Greg Young A technology revolution is powering change in the grocery industry; ecommerce and self-checkouts are just the tip of the iceberg. Equities Likes 0 SHARE Bookmarks
March 18, 2019 Looking Forward, Looking Back: 10 Charts After 10 Years Just over a decade ago, global markets began to recover from the biggest shock in postwar history. These 10 charts show both how much has changed since then and how post-crisis market conditions may influence the next decade. Active & Passive , Equities, Fixed Income, Volatility Likes 0 SHARE Bookmarks
March 12, 2019 Invest in the Business of Healthcare, not the Science by Vinay Thapar Healthcare stocks served as powerful painkillers during last year’s market declines. Yet the sector offers much more than just downside protection for investors who focus on business potential and resist the urge to predict scientific breakthroughs. Equities Likes 0 SHARE Bookmarks
March 01, 2019 Value Equities: Is the Long, Dark Winter Ending? by James MacGregor, Cem Inal, Shri Singhvi Value investing has always been about challenging the consensus—but never more so than today. After several tough years, we’re seeing signs of a value recovery brewing. Yet fresh approaches are needed to capture the potential in today’s complex markets. Capital Markets Outlook, Equities Likes 0 SHARE Bookmarks
February 28, 2019 Avoid the Crowds in Chinese Stocks by John Lin, Stuart Rae After MSCI decided today to boost the allocation to Chinese onshore stocks in its emerging-market indices, global investors are likely to pump more money into the market. But watch out for crowds. Flows into China are concentrated in a small group of large-cap stocks. Equities Likes 0 SHARE Bookmarks
February 14, 2019 No more ‘Wild East’: China’s Stock Market Is Growing Up Fast by John Lin, Stuart Rae The Chinese stock market is changing at breathtaking speed and is on track to reach maturity faster than any other in history. Global investors have been reluctant to dive in, but there are good reasons to get acquainted with the companies serving the world’s second-largest economy. Emerging Markets, Equities Likes 0 SHARE Bookmarks
February 04, 2019 What the Size of Your Coffee Cup Can Teach Us About Investment Returns by Frank Caruso, Chris Kotowicz Many US companies have enjoyed an earnings boost from premium products in recent years. But a strong sales mix may leave a company’s profitability vulnerable in the late stages of an economic cycle, when spending trends begin to weaken. Equities Likes 0 SHARE Bookmarks
February 01, 2019 Latest Jobs Data Show a Robust US Labor Market by Eric Winograd The government shutdown and temporary displacement of some workers didn’t cause the strong US labor market to miss a beat. Today’s jobs report reinforces that gains have been accelerating. That’s good news for the economy and markets. Economics, Equities, Fixed Income Likes 0 SHARE Bookmarks