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, Volatility Likes 0 SHARE Bookmarks
June 30, 2020 COVID as a Catalyst: Will Efficiency Fall by the Wayside in a Riskier World? by Matthew D. Palazzolo, Christopher Brigham For decades, efficiency has been the name of the game for corporate management. Now that the coronavirus has exposed the benefits of robustness, supply chains and capital allocation policies may change. Companies may also take another look at automation, using the recession and pandemic as a catalyst to substitute capital for labor, leading to consequences for their finances, their employees, and the economy overall. Coronavirus, Economics, Equities Likes 0 SHARE Bookmarks
June 25, 2020 COVID As A Catalyst: A Tailwind for Technological Adoption by Matthew D. Palazzolo, Christopher Brigham The coronavirus pandemic condensed years of technological adoption into a matter of months. Companies and industries who can take advantage of the shifts to remote working, telehealth, and online education will benefit. Those who cannot were already vulnerable and are now even more at risk. We analyze these trends and the likely winners and losers. Coronavirus, Economics, Equities Likes 0 SHARE Bookmarks
June 24, 2020 Mid-Grade Munis Have Room to Rebound by Daryl Clements Municipal bonds—especially higher-quality issues—bounced back after a rough March. But not all munis have rallied. We see potential among overlooked mid-grade issues. Fixed Income, Municipals Likes 0 SHARE Bookmarks
June 22, 2020 Are Tech Stocks the New Utilities for Investors? by Lei Qiu As the coronavirus crisis reinforces technology’s fundamental role in our lives, investors can find sources of risk reduction and growth potential in companies that have become digital utilities enabling global networks. Coronavirus, Equities 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 15, 2020 Should Entrepreneurs Trade Retirement Savings for a Liquidity Lifeline? by Richard Weaver, Andrew Bishop Many small business owners who need liquidity may find it in an unexpected place: their own retirement savings plans. But at what cost? Business Owners, Coronavirus, Wealth Planning, Women & Wealth Likes 0 SHARE Bookmarks
June 12, 2020 Five Reasons Municipals Have Rarely Defaulted by David Ambler, Matthew Norton Municipal bond defaults have been rare, making them a remarkably resilient investment over the years. The reasons range from the very services muni issuers provide to the fundamental characteristics of municipalities. Fixed Income, Municipals Likes 0 SHARE Bookmarks
June 11, 2020 The Fed Didn’t Ease More...Is That a Missed Opportunity? by Eric Winograd The Fed gave its updated economic outlook this week, but not the additional policy support markets were looking for. We think this was a misstep...but one we hope will be corrected if the outlook doesn’t improve. Coronavirus, Economics, Fixed Income Likes 0 SHARE Bookmarks
June 11, 2020 COVID as a Catalyst: The Long-Run Economic and Societal Impact of COVID-19 by Matthew D. Palazzolo, Christopher Brigham The coronavirus has had a major impact on 2020. Once we’re on the other side of the pandemic, though, what structural changes and consequences will follow? In our “COVID as a Catalyst” series, we look at the longer term macroeconomic, technological, corporate, and geopolitical effects of the coronavirus. Coronavirus, Economics Likes 0 SHARE Bookmarks
June 11, 2020 COVID as a Catalyst: The End of the Era of Good Macro? by Matthew D. Palazzolo, Christopher Brigham We’ve all benefitted from the past few decades of “good macro”—low inflation, falling interest rates, and stable growth. Given the unprecedented economic shock to the system from the coronavirus pandemic and the staggering increase in the national debt and money supply in response, are we at increased risk of a “bad macro” environment in the future? Coronavirus, Economics Likes 0 SHARE Bookmarks
June 10, 2020 Lending a Hand from Afar by Emily Neubert, Anne Bucciarelli, Vikram Prasad Donating while distancing seems fairly straightforward. But what if you prefer getting up close and personal? With a little creativity, volunteerism can go virtual, too. Coronavirus, Family Engagement, Philanthropy, Women & Wealth Likes 0 SHARE Bookmarks
June 08, 2020 Nonprofits Face Timely Opportunity Amid a Reordered Landscape by Greg Young, Christopher Brigham With risk assets offering better rewards than in the recent past, investment committees should take a fresh look at high-yield debt. Coronavirus, Endowments & Foundations, Fixed Income Likes 0 SHARE Bookmarks