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
October 13, 2020 AB Equity Roundtable: Perspectives on Global Supply Chains Trade wars and the COVID-19 crisis are forcing companies to rethink how they source supplies and where they assemble products. We asked five AB equity investment professionals to talk about how they’re thinking about supply chains when researching companies and investment candidates. AB IQ, Coronavirus, Equities, Trade Wars Likes 0 SHARE Bookmarks
October 09, 2020 Positioning Portfolios for Election Uncertainty by Greg Young, Christopher Brigham The 2020 election is rapidly approaching. How should investors prepare for it? We lay out some helpful advice and share how Bernstein’s portfolio managers are incorporating the election in their holdings. Economics, Equities, Fixed Income, Municipals Likes 0 SHARE Bookmarks
October 08, 2020 Rational Exuberance? Explaining Global Equity Market Gains by Mark Phelps Global stock markets seem to be defying the reality of recessions this year. Despite recent volatility, we think market gains for the year are more rational than perceived, given the powerful impact of stimulus and low rates on stock valuations. Coronavirus, Equities, Volatility Likes 0 SHARE Bookmarks
September 28, 2020 Will Investors Step Up to the Plate for Community Banks? by Michael Howard, Todd Buechs Bank stocks have only recovered a fraction of their first-quarter losses, while similar value industries—and even junk bonds—have hit it out of the park. But we see three near-term catalysts that could force investors to the plate. Equities Likes 0 SHARE Bookmarks
September 24, 2020 Corporate Culture: The Secret Sauce for Growth Success by Frank Caruso, Chris Kotowicz, Ryan Oden Investors don’t often pay much attention to corporate culture. But cultural norms can make the difference between success and failure, especially for growth companies. Equities, Responsible Investing/ESG Likes 0 SHARE Bookmarks
September 16, 2020 Election 2020: Which Sectors Could Win or Lose by Matthew D. Palazzolo, Christopher Brigham We’re all on pins and needles to see who wins the 2020 election. But in addition to the candidates, there will be other winners and losers—the asset classes, industries, and companies whose fortunes strengthen or weaken depending on the outcome. Economics, Equities, Fixed Income Likes 0 SHARE Bookmarks
September 03, 2020 Do COVID-19 Subsidies Threaten Shareholder Value? by Michelle Dunstan, Diana Lee As more companies tap government stimulus funds, questions are being asked about how shareholders may be affected. To answer these questions, investors must assess how corporate behavior and stakeholder engagement will shape a company’s long-term outlook. Coronavirus, Equities, Responsible Investing/ESG Likes 0 SHARE Bookmarks
September 02, 2020 Fintech: The Rapid Rise of Cashless Commerce by Dan Roarty, William Johnston Cash may still be king, but cashless commerce is rapidly becoming the new king. This cashless revolution is already generating transaction growth of 24% per year over the last 3 years, and 2020’s COVID-19 concerns will likely increase the use and benefits of cashless commerce. Equities, Responsible Investing/ESG, Tech & Innovation Likes 0 SHARE Bookmarks
September 01, 2020 Crisis Dashboard: Big Data Helps Paint the Big Picture (September Update) by Jonathan Berkow, Scott Krauthamer Many investors are looking for emerging signs of a return to normalcy from the coronavirus crisis. While there are many indicators to choose from, we’ve assembled a group of signals, with the help of big data, that may point the way. Coronavirus, Economics, Equities, Fixed Income Likes 0 SHARE Bookmarks