January 10, 2020 Equity Outlook: Between Optimism and a Hard Place in 2020 by Sharon Fay, Christopher Hogbin Global stock markets rallied in 2019, defying political and macroeconomic uncertainty. Will investors be as fortunate in 2020? Since many risks remain, maintaining style diversity and finding investing themes that are detached from volatility drivers will be important ingredients for equity allocations. Equities, Volatility Likes 0 SHARE Bookmarks
January 10, 2020 What If [Insert Name] Wins the Election? by Beata Kirr, Alexander Chaloff How will the markets react if [insert name] wins the election? Our research shows who wins may not matter—there’s a more important factor that may influence market performance post-election. Equities, Policy & Regulation Likes 0 SHARE Bookmarks
January 08, 2020 The Silver Lining of 2019’s Weak IPOs by Christopher Brigham Uber, WeWork, and other highly anticipated IPOs got an icy reception from the stock market in 2019. We see the bright side in that, as it took risks off the table both for the market and the economy. Economics, Equities Likes 0 SHARE Bookmarks
January 08, 2020 2019: An Unexpected Year by Beata Kirr, Alexander Chaloff 2019 was a year of the unexpected. What are the top five lessons learned? Alternatives, Brexit, Equities Likes 0 SHARE Bookmarks
January 02, 2020 2020 Brings Less Uncertainty, But Not Certainty by Matthew D. Palazzolo 2019’s equity markets turned out to be better than many investors predicted. Despite this strong performance, not everything’s rosy. The economy is still somewhat fragile, and one issue, in particular, may be the critical driver of US growth this year. Capital Markets Outlook, Economics, Equities Likes 0 SHARE Bookmarks
December 30, 2019 Big Tech Faces Big Test on ESG Issues by Lei Qiu, Dan Roarty As big tech and media companies face growing concern about the power of their businesses, more questions about environmental, social and governance (ESG) issues are likely to be raised. Social and governance issues deserve greater attention amid increasing regulatory scrutiny of industry giants. Equities, Responsible Investing/ESG Likes 0 SHARE Bookmarks
December 17, 2019 Investing in Chinese Stocks After the Trade Truce by John Lin, Stuart Rae Now that the US and China have agreed to begin easing trade tensions, the fog over China’s markets is starting to lift. Investors should consider Chinese equity opportunities that have been overlooked because of tariff fears. China, Emerging Markets, Equities, Trade Wars Likes 0 SHARE Bookmarks
December 02, 2019 Energizing Europe: Regional Markets Show Signs of Recovery by Nicholas Davidson European stocks have outperformed US equity markets in recent months, after several years of underperformance. Is this the start of a longer trend? It’s too soon to say, but some unfolding developments could signal a reversal of fortune for a long-unloved asset class. Capital Markets Outlook, Equities, Europe Now Likes 0 SHARE Bookmarks
December 02, 2019 Chinese Stocks Poised for Bigger Role on Global Market Stage by John Lin, Stuart Rae China is the world’s second-largest economy, but its equities are underrepresented in market indices and portfolios worldwide. With a growing stock market capitalization—and more inflows expected from greater index inclusion—foreign investors should take a closer look. Emerging Markets, Equities Likes 0 SHARE Bookmarks
December 02, 2019 Remastering Volatility: Reducing Noise in Equity Allocations by Christopher Hogbin, Chris Marx, Nelson Yu Volatility is a challenge that has vexed equity investors for decades, yet its root causes are often misunderstood. Understanding how a company’s business profile determines a stock’s risk can help investors prepare for uncertainty and make better decisions when market turbulence strikes. Equities, Volatility Likes 0 SHARE Bookmarks
October 31, 2019 In a Post-Cycle World, Earnings Growth Is King by Mark Phelps Investors are increasingly asking whether the macroeconomic growth cycle still exists, and, if so, where are we in it? The answers to these important questions have real implications for the way equity investors should think about their portfolios. Equities Likes 0 SHARE Bookmarks
October 24, 2019 Global Equities: Keeping Balance in a Wobbly World by Sharon Fay, Christopher Hogbin Global stocks advanced in the third quarter, but investor sentiment wobbled amid puzzling signals on macroeconomic growth and monetary policy. Political uncertainty and a cloudier outlook point to more volatility, which should compel investors to intensify their focus on stock fundamentals. Equities, Late-Cycle Investing, Volatility Likes 0 SHARE Bookmarks
October 22, 2019 Four Signals that Could Point to a Bigger Value Rebound by Kurt Feuerman, Robert Milano US value stocks staged a strong recovery in September after an extended period of underperformance. While value slipped again in early October, we’re monitoring four signals that might indicate whether we’re on the cusp of a bigger value rebound. Equities Likes 1 SHARE Bookmarks