June 14, 2019 Investing in Healthcare Disruption by Moira McLachlan Healthcare has traditionally been a defensive sector with spending that is less sensitive to overall growth than other parts of the economy. As a result, healthcare stocks have tended to produce more consistent returns than the broader market. But disruption on multiple fronts is challenging the status quo and undermining the sector’s defensive qualities. Disruption, Equities Likes 0 SHARE Bookmarks
May 20, 2019 Evaluating the Effects of China’s Pork Crisis by John Lin, Stuart Rae African swine fever is ravaging China’s pork supply and having a global impact on protein prices. For equity investors, the crisis serves as a reminder that even amid trade-war uncertainty, research into domestic trends can help investors access the country’s vast stock market. Equities Likes 0 SHARE Bookmarks
May 16, 2019 Responsible Returns: Better Stocks for a Better World by Dan Roarty Many equity investors want to help create social benefits while generating strong returns. Deploying a clear investment process that draws on the UN Sustainable Development Goals and integrates ESG factors in research can help investors achieve these twin goals. Equities, Responsible Investing/ESG Likes 0 SHARE Bookmarks
May 08, 2019 Unicorns and Growth: From Sales Stories to Profit Fantasies by Frank Caruso, Vincent Dupont, John Fogarty Technology unicorns are in the spotlight, with Uber’s high-profile IPO expected this week. As scrutiny of their business models intensifies, we think investors should also ask tough questions about publicly-traded companies with high sales growth but scant cash flows. Equities Likes 0 SHARE Bookmarks
May 07, 2019 Beat the Warning Lights: Managing Risk in European Equities by Tawhid Ali, Andrew Birse Investors often ask how it’s possible to allocate capital to European stocks given the political risks that abound. We think the answer is to combine disciplined stock picking with risk-management tools that look for unintended threats to a portfolio. Brexit, Equities, Volatility Likes 0 SHARE Bookmarks
May 01, 2019 Is the China Rally Real? by John Lin The China A-shares market fell 33% last year as a multitude of concerns—trade wars, slowing economic growth, tightening monetary policies, and political rhetoric—converged. But in an about-face, the Chinese market is the best performing global market this year, up just over 33% through April. This turnaround has investors wondering if the rally is sustainable. We think it is. Capital Markets Outlook, Emerging Markets, Equities Likes 0 SHARE Bookmarks
April 30, 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 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 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. Disruption, 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