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 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
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 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
July 01, 2020 Unlocking REIT Potential Amid COVID-19 by Ajit Ketkar, Eric Franco Economic fallout from the coronavirus crisis was especially hard on real estate, mostly from misperceptions that the asset class is dominated by hotels, malls and office parks. But a look inside shows a diverse group of sectors that are more pandemic resilient than investors may think. Coronavirus, Equities, Low-Yield Environment, Volatility Likes 0 SHARE Bookmarks
June 25, 2020 Rediscovering the Potential of Downtrodden Value Stocks by Avi Lavi, James MacGregor Value stocks have underperformed in the coronavirus crisis. Yet some higher-quality companies are now trading at valuations that underestimate their ability to withstand shorter-term stress—and their longer-term recovery potential. Coronavirus, Equities, Volatility Likes 0 SHARE Bookmarks
June 16, 2020 How Target-Date Funds Can Use Equities for Stability by Christopher Nikolich, Chris Marx Target-date portfolios that use carefully chosen defensive equities are best equipped to protect from coronavirus market turmoil and volatility in general. Active & Passive , Asset Allocation, Business Owners, Coronavirus, Target-Date Solutions, Volatility Likes 0 SHARE Bookmarks
June 01, 2020 Credit Risk-Transfer Securities: Finding the Way Forward by Janaki Rao, Monika Carlson Despite its recent rebound, CRTs’ recovery continues to trail the sharper recovery of other markets. This suggests the sector has more upside potential. Coronavirus, Fixed Income, Volatility Likes 0 SHARE Bookmarks
June 01, 2020 Why Have Chinese Stocks Held Up So Well? by John Lin, Stuart Rae Chinese stocks have been resilient this year because of relatively modest earnings downgrades amid an early recovery from the virus-induced shock. China, Coronavirus, Trade Wars, Volatility Likes 0 SHARE Bookmarks
May 18, 2020 The Market and Negative US Rates: Right Idea, Wrong Tool by Eric Winograd The Fed continues to dismiss the idea of negative US rates but the market keeps pricing them in. We don’t expect negative rates: in our view, the market is using them as a proxy for Fed measures that may be needed but aren’t yet identified. Coronavirus, Economics, Fixed Income, Low-Yield Environment, Volatility Likes 0 SHARE Bookmarks
May 07, 2020 Do Healthcare Stocks Protect Portfolios in a Pandemic? by Vinay Thapar Healthcare stocks usually are defensive for a portfolio during market downturns. Given the extent of the pandemic’s impact, more questions are being asked about the sector’s resilience. Coronavirus, Equities, Volatility Likes 0 SHARE Bookmarks
May 01, 2020 How to Invest in Equities When Guidance Disappears by Frank Caruso, John Fogarty As an unprecedented number of US companies suspend earnings guidance, equity investors should rethink the overly precise game of predicting short-term estimates. Coronavirus, Equities, Volatility Likes 0 SHARE Bookmarks
April 30, 2020 Corporate Debt: Defaults, Downgrades and Fallen Angels by Susan Hutman, Robert Hopper Coronavirus-led economic uncertainty is forcing downgrades, defaults and fallen angels. Could this spell opportunity for credit investors? Coronavirus, Fixed Income, Volatility Likes 0 SHARE Bookmarks