February 24, 2021 Cold Cash: How to Redeploy in Hot Markets by Matthew D. Palazzolo Investors have parked record piles of cash on the sidelines amid concerns about market levels and volatility. But short-term safety comes at a price. Alternatives, Equities, Fixed Income, Volatility Likes 0 SHARE Bookmarks
February 16, 2021 How to Choose a Sustainable Equity Portfolio by Dan Roarty, Sarah Tunnell As inflows to sustainable equities break new records, here’s what investors should look for to identify portfolios that align with their responsible investing goals. Equities, Responsible Investing/ESG 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
December 07, 2020 ESG Lens Enhances Pursuit of Equity Income by Cem Inal High-dividend stocks haven’t been rewarded in 2020. But companies that offer strong payouts in a sustainable manner can help investors source surprisingly robust streams of income and equity returns. Equities, Responsible Investing/ESG Likes 0 SHARE Bookmarks
December 04, 2020 Small-Cap Stocks: Throw in the Towel or Ride the Rally? by Paul Robertson, Christopher Brigham It’s been a rough few years for small and mid-cap stocks, but they’ve sprung back in the wake of election and vaccine news. Should they even be in your portfolio? And if so, why? Asset Allocation, Equities Likes 0 SHARE Bookmarks
November 24, 2020 DOL’s Revised DC Investment Rule Removes Potential ESG Sticking Point by Jennifer DeLong, Michelle Dunstan The Department of Labor’s final rule on investment selection for DC plans left out language on ESG-themed investments. It’s a change that erases some confusion and seems to acknowledge that ESG and financial considerations are inseparable. Business Owners, Equities, Fixed Income, Legislative Updates, Multi-Asset, Policy & Regulation, Responsible Investing/ESG Likes 0 SHARE Bookmarks
November 16, 2020 Should You Invest at Market Highs? by Alex Coulard Investing during a deep downturn often provokes anxiety. But putting money to work at all-time highs feels like you already missed your chance. How can hesitant investors muster their courage? Capital Markets Outlook, Equities, Wealth Planning Likes 0 SHARE Bookmarks
October 15, 2020 How Long Can Big Tech Dominate the Market? by Matthew D. Palazzolo, Christopher Brigham Tech and growth stocks have fueled the recent market rally. But have they shot too far, setting the stage for Tech Bubble 2.0? Or is there further room for them to run? We assess the risks and rewards and explain where we’re seeing opportunities in the market today. Equities Likes 0 SHARE Bookmarks
October 13, 2020 Global Equities: Finding Broader Paths Through Narrow Markets by Christopher Hogbin Equity markets advanced in the third quarter but pulled back during September. Market moves were dominated by a small group of giant US stocks. How should investors react? Coronavirus, Equities, Volatility Likes 0 SHARE Bookmarks