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 05, 2018 The US Yield Curve Inverted. Time to Worry? by Erin Bigley, Scott Krauthamer What drove down US stocks this week? The answer may be the US bond market and what the shape of the yield curve is—or isn’t—telling us about the state of the economy. Equities, Fixed Income, Rising Rates, Volatility Likes 0 SHARE Bookmarks
November 13, 2018 Market Sell-Off Shows Risk Is a Moving Target by Kent Hargis, Sammy Suzuki, Chris Marx Recent volatility reminds us that new risks are testing standard defensive equity strategies. Portfolios that offer downside protection need to go beyond standard risk models and position themselves for changing challenges ranging from trade wars to European political instability. Equities, Trade Wars, Volatility Likes 0 SHARE Bookmarks
October 25, 2018 Looking Beyond the Equity Market Sell-Off by Eric Sprow, Scott Krauthamer The intensifying global equity sell-off this week has rattled many investors. More turbulence can be expected in the short term, but the recent volatility isn’t particularly extreme in historical perspective, and long-term market fundamentals still look solid. Equities, Volatility Likes 1 SHARE Bookmarks
September 26, 2018 What the US Midterm Elections Mean for Policy and the Markets by Scott Krauthamer Will Democrats retake the House of Representatives in the US midterm elections this fall? Will it matter for your investment portfolio if they do? Probably not so much, although a Democratic sweep of both houses could be more disruptive. Equities, Fixed Income, Policy & Regulation, Volatility Likes 0 SHARE Bookmarks
August 30, 2018 How Contagious Is Turkey? by Morgan Harting, Christian DiClementi The Turkish lira has dropped 38% as of August 28, putting pressure on inflation as well as the country’s debt-heavy corporations and banks. Investor jitters have spread over the past week to some other emerging markets and European banks with Turkish exposure, but we don’t expect contagion to expand much further from here. Currency, Emerging Markets, Fixed Income, Multi-Asset, Volatility Likes 0 SHARE Bookmarks