October 03, 2019 Investors Can Hold US Companies Accountable to Roundtable Pledge by Dan Roarty Leading US CEOs recently pledged to redefine the role of the corporation in society. But will they make good on their promises? Responsible investors need a clear way to evaluate whether a company is really making progress by doing good for both society and investors. Equities, Fixed Income, Responsible Investing/ESG Likes 0 SHARE Bookmarks
October 02, 2019 The Trade War Could Be a Blessing in Disguise for China’s Tech Sector by John Lin, Stuart Rae, Min Zhou Complex ties between US and Chinese technology sectors are being tested by trade war tensions. But some steps taken by the US against Chinese multinational giant Huawei Technologies could backfire and spark a new phase of development for the Chinese technology sector. Equities, Trade Wars Likes 0 SHARE Bookmarks
September 17, 2019 Out of Balance? Growth vs. Yield in US Stock Valuations by James T. Tierney, Jr. In today’s highly uncertain market environment, investors in US stocks are paying a premium for companies with high-dividend yields. But how much is too much—especially if interest rates stop declining? Stocks with resilient high-growth profiles deserve a closer look. Equities, Later in the Cycle Likes 0 SHARE Bookmarks
September 05, 2019 The Investor’s Survival Guide to a Long Life by Kent Hargis, Sammy Suzuki, Aditya Monappa Rejoice—people around the world are living longer! But pause the festivities—that means they need more retirement money. To ensure they don’t run out of cash, savers need to adjust their investment strategies as their needs change, both before and after retiring. Asset Allocation, Equities, Multi-Asset, Volatility, Women & Wealth Likes 0 SHARE Bookmarks
August 22, 2019 Combining Big Data and a Human Touch for Equity Insights by Nelson Yu, Christopher Hogbin Figuring out how to use big data is the next frontier for the asset-management industry. Equity investors must have the right culture—and ask the right questions—to successfully integrate data science into research and investment processes. Equities Likes 0 SHARE Bookmarks
August 14, 2019 Why Today’s Inverted Yield Curve Isn’t Necessarily a Recession Warning by Erin Bigley, Chris Marx The most closely watched part of the US yield curve inverted this week for this first time since 2007, suggesting that a recession may be around the corner. We’re not convinced that’s true. Active & Passive , Equities, Fixed Income, Trade Wars, Volatility Likes 1 SHARE Bookmarks
July 31, 2019 US Corporate Cash Is Down—Will Stocks Follow? by Sharat Kotikalpudi, Caglasu Altunkopru The recent decline in US corporate cash hasn’t raised a lot of eyebrows, but it has caused one of our equity-quality indicators to flash a warning. Since equity quality is one of the signals with a strong track record of predicting market sell-offs, should investors be worried? Capital Markets Outlook, Equities, Multi-Asset Likes 0 SHARE Bookmarks
July 11, 2019 The ESG Edge to Concentrated Equity Investing by Mark Phelps, James T. Tierney, Jr., Ton Wijsman There are many ways to apply responsible investing principles to portfolios. But some investing approaches may be more conducive to creating a portfolio with strong environmental, social and governance (ESG) qualities than others. Concentrated equities are a case in point. Equities, Responsible Investing/ESG Likes 0 SHARE Bookmarks
July 09, 2019 Will Dovish Fed Policy Fuel US Stocks? by James T. Tierney, Jr. Equity markets recovered in June as the US Federal Reserve turned decidedly dovish, coming in line with most central banks around the world. But after posting strong gains, to end the quarter close to a record high, how much more steam do US stocks have left? Equities, Later in the Cycle Likes 0 SHARE Bookmarks
June 25, 2019 Following UN Goals to Sustainable Equity Themes by Dan Roarty The United Nations Sustainable Development Goals (UN SDGs) offer a good guide for investing in companies making a positive impact on society. But where do you begin? Start by drilling deeply into the SDGs themselves to identify investible themes. Equities, Responsible Investing/ESG Likes 0 SHARE Bookmarks
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
June 04, 2019 Equities: Concentrate on Right Risks for Right Reasons by Mark Phelps Investors shouldn’t avoid risk: it’s how you generate return. One solution is to find good companies that have the right risks for the right reasons and for the right time horizon. With a concentrated portfolio, you can spend more time on fewer companies, get to know them better and see if they’ve got a great runway for growth. Equities, Volatility Likes 0 SHARE Bookmarks
May 29, 2019 Value Disconnect: Why Are Cheaper Stocks Still Stuck? by Avi Lavi Global value stocks have continued to underperform in 2019. But there’s a big disconnect between the weak returns of cheaper stocks and their underlying earnings profile. Equities Likes 0 SHARE Bookmarks