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
August 28, 2020 Is the Market Missing the Boat with Community Banks? by Michael Howard, Todd Buechs After banks played a starring role in the mortgage market’s collapse, many investors remain on the sidelines. But the market is overlooking three support pillars that can propel profitability and reignite banks’ growth. Equities Likes 0 SHARE Bookmarks
August 19, 2020 Is Concentrated Investing Riskier in Today’s Uncertain Environment? by Mark Phelps, Dev Chakrabarti In a world of uncertainty, many investors choose to diversify, rather than investing in a concentrated strategy. But this year, a portfolio of just the five largest US stocks would have significantly outperformed. So, is there a way to reduce risk and to capture long-term growth in a concentrated portfolio? Active & Passive , Coronavirus, Equities Likes 0 SHARE Bookmarks
August 19, 2020 Are Community Banks Headed For A GFC Replay? by Michael Howard, Todd Buechs Bank stocks have gotten a bad rap. Despite being in much better financial shape than during the Global Financial Crisis (GFC), they still elicit concerns over looming loan losses and petering profitability. Are banks facing a replay of the GFC? Equities Likes 0 SHARE Bookmarks
August 17, 2020 The Acceleration of Electric, Sustainable Mobility by Dan Roarty, David Wheeler With 20% of carbon emissions coming from cars and trucks, the shift from internal combustion engines to electric vehicles is a massive growth opportunity and necessity. Sustainable mobility is rapidly evolving from a niche product to a mainstream disrupter of transport—on the ground and potentially in the air. Equities, Responsible Investing/ESG, Tech & Innovation Likes 0 SHARE Bookmarks
August 13, 2020 Healthcare Investing: Don’t Try to Pick COVID-19 Vaccine Winners by Vinay Thapar The novel coronavirus has created both challenges and opportunities for companies in the healthcare sector. When it comes to a cure or a vaccine for COVID-19, how will these developments help the sector and what are the opportunities long-term? Active & Passive , Coronavirus, Equities Likes 0 SHARE Bookmarks
July 31, 2020 Capturing the Ups and Downs in Coronavirus Equity Markets by Kent Hargis, Sammy Suzuki, Jillian Geliebter Several equity factors diverged significantly from their typical performance patterns during the COVID-19 crisis. By understanding how factor returns behaved in this market correction relative to their historic norms, investors can not only prepare for future volatility but also take advantage of short-term market dislocations. Active & Passive , Coronavirus, Equities, Volatility Likes 0 SHARE Bookmarks
July 20, 2020 Emerging-Market Equities: Looking Past the Pandemic by Laurent Saltiel, Sergey Davalchenko, Naveen Jayasundaram In emerging markets, some industries and countries are in better shape than others. And many businesses have the right qualities to benefit from structural changes now and long after local conditions improve. Coronavirus, Emerging Markets, Equities Likes 0 SHARE Bookmarks
July 17, 2020 Record US Index Concentration Adds Hazards for Investors by James T. Tierney, Jr. The five largest US growth stocks now comprise more than a third of the Russell 1000 Growth Index. Investors should be alert to the risks of high benchmark concentration. Active & Passive , Equities Likes 0 SHARE Bookmarks
July 06, 2020 Lopsided Equity Rally Highlights Growing Market Risks by Christopher Hogbin Global equities rebounded sharply in the second quarter. But new risks are looming as companies and countries count the costs of the pandemic. Active & Passive , Coronavirus, Equities, Low-Yield Environment, Volatility Likes 0 SHARE Bookmarks