February 25, 2020 Tech Stocks Should Be Prominent in ESG Portfolios by Dan Roarty The Wall Street Journal criticized ESG portfolios earlier this month for being dominated by big technology stocks. But we think technology stocks are integral to a responsible investing agenda when chosen as part of a well-defined process targeting companies that foster environmental, social and governance (ESG) improvements. Equities, Responsible Investing/ESG Likes 0 SHARE Bookmarks
February 24, 2020 Finding Valuable Opportunities in US Value Equities by James MacGregor The opportunity in value stocks is significant, with the spread between value and growth stocks as wide as it has been in almost 20 years. Companies that have quality metrics and an underlying investment catalyst will have the strength to deal with an uncertain economic climate, regardless of what any investor’s market expectations are for 2020 and 2021. Equities Likes 0 SHARE Bookmarks
February 21, 2020 Four Things Successful Women Do in Big Financial Transitions by Beata Kirr Life in transition is stressful enough without the added pressure of tackling big wealth decisions. Here’s how to survive. Wealth Planning, Women & Wealth Likes 0 SHARE Bookmarks
February 20, 2020 Are We In A Government Bond Bubble? by Christopher Brigham Financial pundits have made waves talking about a government bond bubble or an “everything bubble.” We look at the current state of the market to see if those arguments hold water or not. Asset Allocation, Economics, Fixed Income, Multi-Asset Likes 0 SHARE Bookmarks
February 19, 2020 Can US Stock Investors Rely on Earnings Growth? by James T. Tierney, Jr. With US equities trading at relatively high valuations, earnings growth will be essential for investors to generate returns in 2020. That’s a tall order in today’s environment. Finding standout companies with sustainable growth potential will be especially important. Equities Likes 0 SHARE Bookmarks
February 17, 2020 Revisiting China’s Equity Markets as Coronavirus Spreads by John Lin, Stuart Rae Growing fears about the coronavirus have hit Chinese stocks. While markets will remain unstable until China gets the outbreak under control, equity investors should revisit lessons from previous epidemics and consider the potential longer-term effects of the current crisis. China, Emerging Markets, Equities, Volatility Likes 1 SHARE Bookmarks
February 12, 2020 What Do Female Founders Need? Women Investors by Beata Kirr Successful fundraising for women-led start-ups may hinge on an elusive ally: wealthy women. Business Owners, Women & Wealth Likes 0 SHARE Bookmarks
February 05, 2020 The Late Cycle: The Fed Balance Sheet by Scott DiMaggio, Eric Winograd The Fed balance sheet is back. Our Co-Head of Fixed Income and our US economist discuss what recent stimulus means to the economy and markets. Economics, Fixed Income, Late-Cycle Investing Likes 0 SHARE Bookmarks
February 05, 2020 Brexit: It Ain’t Over till It’s Over by Darren Williams At 11 p.m. GMT on Friday, January 31st, the UK formally left the European Union. Thank goodness for that, many will say. Unfortunately, it isn’t quite that simple, as the UK and the EU still need to reach agreement on the shape of their future trading relationship. Brexit, Economics Likes 0 SHARE Bookmarks
February 05, 2020 What If the Markets Party Like It’s the 1990s? by Beata Kirr, Alexander Chaloff Bull markets have historically lasted much longer than most investors expect. The 1980s’ above-average annual returns of 17.5% were trumped by even higher returns in the 1990s. Could today be 1990—the mid-point—in a 20-year non-continuous bull market that had its own bumps in the road? Economics, Equities Likes 0 SHARE Bookmarks
February 04, 2020 Charitable Gifts and a DAF: Better Together? by Shea McCabe, Jennifer Ostberg Stock market success is welcome news, but it also presents one specific challenge—capital gains tax. Fortunately, there’s a way to lessen the bite: Donate highly appreciated securities to charity. But before you do, take the time to set up the right charitable structure. Here’s what you need to know. Philanthropy, Tax Management, Wealth Planning, Women & Wealth Likes 0 SHARE Bookmarks
February 03, 2020 Why are interest rates so low? And where might they go? by Matthew D. Palazzolo, Christopher Brigham Interest rates around the world are at the lowest levels in history. We sort through the reasons why and use them to think about where rates might go from here. Capital Markets Outlook, Economics, Equities, Fixed Income, Multi-Asset Likes 0 SHARE Bookmarks
January 31, 2020 High-Income Outlook: Setting a Course for 2020 by Gershon Distenfeld Late-cycle markets can unnerve high-income investors. But we see ways to generate a healthy level of income while potentially decreasing overall portfolio volatility. Fixed Income, Late-Cycle Investing, Volatility Likes 0 SHARE Bookmarks