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, Volatility Likes 0 SHARE Bookmarks
May 15, 2020 DC Plan Sponsor Fiduciary Torch Is Brighter—and Can Help Light Dark Days by Jennifer DeLong DC plan sponsors are taking their fiduciary roles more seriously today, and upping training among their ranks while relying more on third-party expertise, based on our latest survey. Business Owners, Plan Design, Target-Date Solutions Likes 0 SHARE Bookmarks
May 14, 2020 Life Is Uncertain, Your Estate Plan Shouldn’t Be by Emily Neubert Today’s crisis reminds us that unexpected events can happen at any time. And while there are some things you cannot plan for, your estate is one where you can. Coronavirus, Family Engagement Likes 0 SHARE Bookmarks
May 11, 2020 Shock and Awe in Private Markets by Alexander Chaloff Following the Global Financial Crisis, private investments delivered equity-like performance with differentiated returns that resulted in lower volatility. But the end of the longest public market bull market in history is forcing private investors to confront a new beast—a market downturn. Will the principles of private market diversification hold? Alternatives, Coronavirus Likes 0 SHARE Bookmarks
May 07, 2020 Why Is The Stock Market Rising While The Economy Is Falling? by Matthew D. Palazzolo, Christopher Brigham Stocks have risen by 28% from their March lows while the coronavirus case count has grown and the economy has slipped deeper into a recession. How can that be? Put simply, the market is looking ahead and building a bridge to a more normal world in 2021 and beyond. Coronavirus, Economics 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 05, 2020 Are Your Heirs Knowledgeable? by Heather George Most successful individuals plan for the transfer of money and many strive to pass on family values. But there’s a third pillar that cannot be overlooked. What knowledge should you leave your heirs? Business Owners, Family Engagement, Philanthropy, Wealth Planning, Women & Wealth, Young Investors Likes 0 SHARE Bookmarks
May 01, 2020 The Coronavirus Policy Wave: When Will the Bill Come Due? by Eric Winograd The onslaught of the coronavirus forced the Federal Reserve and lawmakers to take desperately needed measures. The US economy will eventually recover, but the effects of these drastic policy decisions will be felt for a long time. Coronavirus, Economics, Policy & Regulation 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
April 30, 2020 Donating When There’s a Need for Speed by Jennifer Ostberg Each day brings fresh stories of individuals and businesses in dire need. Many charitably minded individuals stand ready to help—but they just want to know the fastest way to intercede. Business Owners, Coronavirus, Endowments & Foundations, Philanthropy, Women & Wealth Likes 0 SHARE Bookmarks
April 29, 2020 Four Things Grantees Wish Funders Would Do Now by Clare Golla, Margaret Borrasso With time of the essence, many funders and nonprofits are searching for the best way to mobilize. Here are the four most impactful moves. Endowments & Foundations, Philanthropy Likes 0 SHARE Bookmarks
April 27, 2020 Managing Risk Models in the Coronavirus Crisis by Klaus Ingemann, Thomas Christensen The spread of the COVID-19 virus has blindsided conventional risk models. By understanding what went wrong, investors can develop a more forward-looking approach to risk management that considers multiple scenarios for a highly uncertain market environment. Coronavirus, Equities, Volatility Likes 0 SHARE Bookmarks