July 01, 2020 Unlocking REIT Potential Amid COVID-19 by Ajit Ketkar, Eric Franco Economic fallout from the coronavirus crisis was especially hard on real estate, mostly from misperceptions that the asset class is dominated by hotels, malls and office parks. But a look inside shows a diverse group of sectors that are more pandemic resilient than investors may think. Coronavirus, Equities, Volatility Likes 0 SHARE Bookmarks
June 30, 2020 COVID as a Catalyst: Will Efficiency Fall by the Wayside in a Riskier World? by Matthew D. Palazzolo, Christopher Brigham For decades, efficiency has been the name of the game for corporate management. Now that the coronavirus has exposed the benefits of robustness, supply chains and capital allocation policies may change. Companies may also take another look at automation, using the recession and pandemic as a catalyst to substitute capital for labor, leading to consequences for their finances, their employees, and the economy overall. Coronavirus, Economics, Equities Likes 0 SHARE Bookmarks
June 25, 2020 COVID As A Catalyst: A Tailwind for Technological Adoption by Matthew D. Palazzolo, Christopher Brigham The coronavirus pandemic condensed years of technological adoption into a matter of months. Companies and industries who can take advantage of the shifts to remote working, telehealth, and online education will benefit. Those who cannot were already vulnerable and are now even more at risk. We analyze these trends and the likely winners and losers. Coronavirus, Economics, Equities Likes 0 SHARE Bookmarks
June 22, 2020 Are Tech Stocks the New Utilities for Investors? by Lei Qiu As the coronavirus crisis reinforces technology’s fundamental role in our lives, investors can find sources of risk reduction and growth potential in companies that have become digital utilities enabling global networks. Coronavirus, Equities Likes 0 SHARE Bookmarks
June 03, 2020 Can Smaller Stocks Recover from Coronavirus Blow? by Samantha S. Lau Small-cap stocks were hit hard in the coronavirus sell-off. But select smaller companies with innovative advantages could offer a surprising source of diversification for the uncertain times ahead. Coronavirus, Equities Likes 0 SHARE Bookmarks
May 19, 2020 US Retail Innovators to Prosper in Post-Coronavirus Recovery by James T. Tierney, Jr., Anna Toshach Economic fallout from the pandemic is devastating US retail. But companies that were already adapting well to seismic changes in the industry should prosper over time. Coronavirus, Equities Likes 0 SHARE Bookmarks
May 07, 2020 Do Healthcare Stocks Protect Portfolios in a Pandemic? by Vinay Thapar Healthcare stocks usually are defensive for a portfolio during market downturns. Given the extent of the pandemic’s impact, more questions are being asked about the sector’s resilience. Coronavirus, Equities, Volatility Likes 0 SHARE Bookmarks
May 01, 2020 How to Invest in Equities When Guidance Disappears by Frank Caruso, John Fogarty As an unprecedented number of US companies suspend earnings guidance, equity investors should rethink the overly precise game of predicting short-term estimates. Coronavirus, Equities, Volatility Likes 0 SHARE Bookmarks
April 27, 2020 Managing Risk Models in the Coronavirus Crisis by Klaus Ingemann, Thomas Christensen The spread of the COVID-19 virus has blindsided conventional risk models. By understanding what went wrong, investors can develop a more forward-looking approach to risk management that considers multiple scenarios for a highly uncertain market environment. Coronavirus, Equities, Volatility Likes 0 SHARE Bookmarks
April 21, 2020 Defensive Stocks Redefined in COVID-19 Sell-Off Following the market meltdown, investors seeking to bolster defensive positions could end up finding them in some unusual places. Active & Passive , Coronavirus, Equities Likes 0 SHARE Bookmarks
April 16, 2020 Coronavirus Crisis Adds Urgency to Sustainable Investing Agenda by Dan Roarty Companies with strong ESG credentials will play an essential role in addressing the dramatic changes being triggered by the COVID-19 pandemic. Coronavirus, Equities, Responsible Investing/ESG, Volatility Likes 0 SHARE Bookmarks
April 16, 2020 Coronavirus Shock Reshapes Global Equity Landscape by Christopher Hogbin While the pandemic has destabilized markets, by asking the right questions now and drawing on lessons from past systemic crashes investors can prepare for the challenges ahead. Coronavirus, Equities, Volatility Likes 0 SHARE Bookmarks
March 30, 2020 Five Investing Perspectives for the Coronavirus Crisis by Kent Hargis, Sammy Suzuki, Chris Marx Following these guidelines can help equity investors navigate the uncertainty created by the COVID-19 pandemic when selecting stocks and positioning portfolios. Coronavirus, Equities, Volatility Likes 0 SHARE Bookmarks