September 24, 2020 What Happens to Tax Deferral If Biden Wins? by Pavan W. Auman With polls showing the potential for a Democratic victory, some are asking how tax reform might look under a Biden administration, and whether maximizing your tax-deferred savings still makes sense. Tax Management Likes 0 SHARE Bookmarks
September 21, 2020 Brexit Negotiations: One Minute to Midnight by Darren Williams The Brexit negotiations are growing more adversarial with no signs of agreement on key issues. The most likely outcomes are now the hardest and most disruptive Brexit scenarios—leading to further potential weakness for the UK’s currency. Brexit, Economics Likes 0 SHARE Bookmarks
September 16, 2020 Election 2020: Which Sectors Could Win or Lose by Matthew D. Palazzolo, Christopher Brigham We’re all on pins and needles to see who wins the 2020 election. But in addition to the candidates, there will be other winners and losers—the asset classes, industries, and companies whose fortunes strengthen or weaken depending on the outcome. Economics, Equities, Fixed Income Likes 0 SHARE Bookmarks
September 14, 2020 How Trump and Biden Stack Up on the Big Issues by Matthew D. Palazzolo, Christopher Brigham What would a Trump or Biden win in the election mean for the economy? Who wins the White House in 2020 will have critical implications, but just as important (and often overlooked by investors) is which party will control the Senate. We look at what different outcomes could spell for the economy after the election. Economics, Policy & Regulation Likes 0 SHARE Bookmarks
September 10, 2020 A Case for Investing Globally, Now by Alex Coulard, Roosevelt Bowman Faced with the prospect of historically low risk-adjusted returns, investors from emerging and frontier market countries may have a unique opportunity to benefit from a global investment portfolio. Wealth Planning Likes 0 SHARE Bookmarks
September 08, 2020 How Will the Election Affect the Market? by Matthew D. Palazzolo, Christopher Brigham With the 2020 election rapidly approaching, we look at how the market factors in elections and what that means for investors in the coming months. Economics, Policy & Regulation, Tax Management, Wealth Planning Likes 0 SHARE Bookmarks
September 03, 2020 Do COVID-19 Subsidies Threaten Shareholder Value? by Michelle Dunstan, Diana Lee As more companies tap government stimulus funds, questions are being asked about how shareholders may be affected. To answer these questions, investors must assess how corporate behavior and stakeholder engagement will shape a company’s long-term outlook. Coronavirus, Equities, Responsible Investing/ESG Likes 0 SHARE Bookmarks
September 02, 2020 Fintech: The Rapid Rise of Cashless Commerce by Dan Roarty, William Johnston Cash may still be king, but cashless commerce is rapidly becoming the new king. This cashless revolution is already generating transaction growth of 24% per year over the last 3 years, and 2020’s COVID-19 concerns will likely increase the use and benefits of cashless commerce. Equities, Responsible Investing/ESG, Tech & Innovation Likes 0 SHARE Bookmarks
September 01, 2020 Crisis Dashboard: Big Data Helps Paint the Big Picture (September Update) by Jonathan Berkow, Scott Krauthamer Many investors are looking for emerging signs of a return to normalcy from the coronavirus crisis. While there are many indicators to choose from, we’ve assembled a group of signals, with the help of big data, that may point the way. Coronavirus, Economics, Equities, Fixed Income Likes 0 SHARE Bookmarks
August 31, 2020 Winter Is Coming…Plan Ahead for Potential Tax Changes by John McLaughlin, Paul Robertson Musical chairs in Washington could spell higher tax rates for capital gains. With a potential hike on the horizon, should investors accelerate gains to take advantage of a more favorable landscape? Tax Management Likes 0 SHARE Bookmarks
August 28, 2020 Is the Market Missing the Boat with Community Banks? by Michael Howard, Todd Buechs After banks played a starring role in the mortgage market’s collapse, many investors remain on the sidelines. But the market is overlooking three support pillars that can propel profitability and reignite banks’ growth. Equities Likes 0 SHARE Bookmarks
August 19, 2020 Are Community Banks Headed For A GFC Replay? by Michael Howard, Todd Buechs Bank stocks have gotten a bad rap. Despite being in much better financial shape than during the Global Financial Crisis (GFC), they still elicit concerns over looming loan losses and petering profitability. Are banks facing a replay of the GFC? Equities Likes 0 SHARE Bookmarks
August 19, 2020 Is Concentrated Investing Riskier in Today’s Uncertain Environment? by Mark Phelps, Dev Chakrabarti In a world of uncertainty, many investors choose to diversify, rather than investing in a concentrated strategy. But this year, a portfolio of just the five largest US stocks would have significantly outperformed. So, is there a way to reduce risk and to capture long-term growth in a concentrated portfolio? Active & Passive , Coronavirus, Equities Likes 0 SHARE Bookmarks