May 11, 2021 Want to Beat the Index? Try Paying Less Tax by Paul Robertson, John McLaughlin Combining active stock-picking with an index-driven tax-loss-harvesting strategy offers investors the best of both worlds. The mix aims to beat an index ETF after taxes—by potentially outperforming on a pretax basis while delivering greater tax efficiency. Capital Markets Outlook, Equities, Trust & Estates Likes 0 SHARE Bookmarks
May 05, 2021 Stock Compensation Adds Risks for Growth Companies by Frank Caruso, Vincent Dupont Many US technology companies use stock compensation to help align workers’ performance with shareholder interests. But stock-based compensation also creates accounting distortions that add risks to unwitting investors—especially as growth company valuations face increased scrutiny today. Equities Likes 0 SHARE Bookmarks
April 26, 2021 Hidden Risks Passive Investors Should Know by Shri Singhvi Passive portfolios have delivered outsized returns. But one of their performance drivers is a threat most investors are unaware of—concentration risk. What’ll happen if the investment environment turns? Capital Markets Outlook, Equities Likes 0 SHARE Bookmarks
April 08, 2021 Global Equities: Reviewing the Risks to Recovery by Christopher Hogbin Global stocks rose in the first quarter, but volatile trading patterns reminded investors that the road to normal will be bumpy. By carefully considering the risks that lie ahead, equity investors can prepare for the next phase of pandemic recovery. Coronavirus, Equities, Inflation, Rising Rates, Volatility Likes 0 SHARE Bookmarks
April 07, 2021 Banks Roll Out the Welcome Mat for Higher Rates by Todd Buechs, Michael Howard Bank stocks remained near March lows last year. But now that interest rates are moving higher, bank stocks should benefit. Will investors take notice? Capital Markets Outlook, Equities, Rising Rates Likes 0 SHARE Bookmarks
March 30, 2021 Stocks Can Surmount a Return of Inflation by Walt Czaicki, David Wong As US inflation expectations grow, many investors are concerned about the potential impact on stocks. Our research shows that US equities have delivered solid returns during periods of moderate inflation for more than seven decades. Equities, Inflation, Rising Rates Likes 0 SHARE Bookmarks
March 25, 2021 Delivering a Net-Zero World—on Time by David Tsoupros Companies globally are racing to reduce their carbon emissions. But what does it really take to achieve ambitious green targets? Equities, Responsible Investing/ESG Likes 0 SHARE Bookmarks
March 22, 2021 Digging for Value in Struggling European Stocks by Tawhid Ali, Andrew Birse European stocks have lagged developed market peers. But selective equity investors can find promising potential in undervalued companies that are poised to recover in a post-pandemic world. Coronavirus, Equities Likes 0 SHARE Bookmarks
March 16, 2021 Who Wins Over Time—Active or Passive? Depends on the Cycle by Greg Young, Craig Storch Oceans of ink have been spilled debating which is better in the long run: Active managers in search of market-beating stocks, or passive managers who simply mimic the market. Judging by the last decade, proponents of the passive camp seem to have the match sewn up. But is there more to the story than meets the eye? Active & Passive , Equities Likes 0 SHARE Bookmarks
March 11, 2021 Is Your Portfolio Prepared for Inflation? by Ronit Walny, David Wong, Mark Gleason Investments behave differently during inflationary periods. A few adjustments can prepare your portfolio for what may come. Equities, Fixed Income, Inflation, Multi-Asset, Rising Rates Likes 0 SHARE Bookmarks
March 02, 2021 It’s Finally Time to Deal with That Cash by Aaron Bates, Stacie Jacobsen, Matthew D. Palazzolo Investing large sums can be intimidating. But deferring the decision won’t make it go away. We’ve pulled together our best advice for investors who are finally ready to deal with their cash. Alternatives, Business Owners, Equities, Fixed Income, Volatility Likes 1 SHARE Bookmarks
March 01, 2021 Raising Equity Defenses for the COVID-19 Recovery by Kent Hargis, Sammy Suzuki, Chris Marx The exit from the pandemic will be bumpy. Defensive stocks with attractive valuations can help provide balance through an uncertain recovery. Coronavirus, Equities, Low-Yield Environment, Volatility Likes 0 SHARE Bookmarks
March 01, 2021 Are Growth Stocks Attractive in a Post-Pandemic World? by Frank Caruso The recent selloff of US growth market darlings reflects increasing questions about whether their growth potential still justifies exceptionally high valuations. Away from the froth, growth investors can still find solid return potential in quality companies with profitable, sustainable business models. Equities, Volatility Likes 0 SHARE Bookmarks