April 12, 2019 Watch Out for Volatility, Even in Rising Markets by Kent Hargis, Sammy Suzuki, Chris Marx Global stocks rebounded in the first quarter, but the ride was rocky. Even in a rising market, volatility is a clear and present danger. With so many risks clouding the outlook, we believe that investors should focus on generating a smoother pattern of returns. Equities, Volatility Likes 0 SHARE Bookmarks
April 10, 2019 Equity Investing When Turbocharged Growth Is Gone by Mark Phelps In today’s low-growth, low interest-rate environment, investors should be patient, and look for opportunities to use volatility to get into desirable investments at the price you’re willing to pay. Equities, Later in the Cycle, Volatility Likes 0 SHARE Bookmarks
April 09, 2019 Tackling Volatility Head On by Clare Golla, Travis Allen Investors, for the most part, have recovered from the bout of volatility that rocked equity markets at the end of last year, but the experience served as a wake-up call for investment committees. Not wanting to be left flat-footed, fiduciaries are questioning their policies and wondering what other strategies are available to handle times of extreme market stress. Fortunately, they have several tools at their disposal. Here are a few. Endowments & Foundations, Volatility Likes 0 SHARE Bookmarks
March 18, 2019 Looking Forward, Looking Back: 10 Charts After 10 Years Just over a decade ago, global markets began to recover from the biggest shock in postwar history. These 10 charts show both how much has changed since then and how post-crisis market conditions may influence the next decade. Active & Passive , Equities, Fixed Income, Volatility Likes 0 SHARE Bookmarks
January 30, 2019 Building a Macro-Resistant Equity Portfolio by Kent Hargis, Sammy Suzuki, Chris Marx After a volatile year in global markets, equity investors are on high alert. With so much uncertainty about the macroeconomic growth outlook, we think it's important to make sure that an equity allocation is positioned to do well no matter what happens to the economy. Equities, Rising Rates, Volatility Likes 0 SHARE Bookmarks
January 22, 2019 Are Global Stocks Divorced from Reality? by Mark Phelps, Dev Chakrabarti Equities declined around the world in 2018, and valuations fell sharply. The risks are clearly significant—but have stocks fallen too far? With earnings still expected to advance this year, we think selective investors can find attractive entry points. Equities, Rising Rates, Volatility Likes 0 SHARE Bookmarks
January 15, 2019 Navigating Fixed Income in Volatile Markets by Douglas J. Peebles The past year was a rough ride for bond investors. Will 2019 deliver more of the same? Economics, Fixed Income, Rising Rates, Volatility Likes 0 SHARE Bookmarks
January 14, 2019 It’s Different This Time: Risk Is Up and Here to Stay by Daniel J. Loewy, Caglasu Altunkopru, Martin Atkin Investors are likely to remember 2018 as the end of the era of easy money, low volatility and steady margin expansion. Investing will be more challenging in 2019—and diversification will be more important than ever. Asset Allocation, Multi-Asset, Volatility Likes 0 SHARE Bookmarks
January 14, 2019 US Equities: Could 2018 Pain Become 2019 Gain? by James T. Tierney, Jr., Frank Caruso, Kurt Feuerman With US stocks facing multiple risks, it’s easy to lose sight of the positive trends that could help the market recover. In 2019, investors should search for select stocks with the right attributes to produce positive surprises in a potentially tricky market environment. Equities, Rising Rates, Volatility Likes 0 SHARE Bookmarks
January 10, 2019 Steering Equity Portfolios Through Stormy Style Seas by David Dalgas, Klaus Ingemann, Thomas Christensen As volatility returned to global markets in 2018, return patterns for equity styles were very unstable. With more signs of turbulence ahead, investors should prepare to reduce the impact of short-term factor swings on portfolio performance. Equities, Volatility Likes 0 SHARE Bookmarks
January 03, 2019 Don’t Rely on Cheap Oil to Power Equity Markets by Sharat Kotikalpudi It’s taken for granted in financial circles that lower oil prices are a boon for stocks, as they fuel an economy-boosting cycle in which money saved at the pump ultimately flows to the market. But oil prices that are too low could be too much of a good thing. Multi-Asset, Volatility Likes 0 SHARE Bookmarks
December 11, 2018 Ready and Able to Exploit Equity Volatility by Frank Caruso Recent volatility in equity markets has certainly increased anxieties for many investors. But we believe in being prepared and ready to exploit volatility—to position a portfolio for what will drive excess performance over the next three to five years. Equities, Volatility Likes 0 SHARE Bookmarks
December 06, 2018 The Markets Are Volatile. The Fed Can Live With That. by Eric Winograd A rapid rise in US interest rates has put financial markets on the defensive lately. Will the Federal Reserve respond by slowing the pace of its tightening campaign? Don’t bet on it. Economics, Policy & Regulation, Volatility Likes 0 SHARE Bookmarks