January 23, 2020 Will the Wuhan Coronavirus Infect China’s Economy? by Mo Ji A virus is spreading across China, causing disruption, severe illness and even death. In addition to the tragic human cost of an epidemic, widespread disease can cause significant macroeconomic damage. We estimate the potential impact of the Wuhan coronavirus on China’s GDP growth. Economics, Emerging Markets Likes 0 SHARE Bookmarks
January 23, 2020 Five Multi-Asset Strategies for 2020’s Challenges by Daniel J. Loewy, Karen Watkin The last decade produced great performance across most asset classes. But in the 2020s, we expect investment market returns will be lower and risk harder to manage. Looking forward, a disciplined multi-asset approach will be especially valuable to identify opportunities and help mitigate setbacks. Asset Allocation, Multi-Asset Likes 0 SHARE Bookmarks
January 21, 2020 Five Financial Tips for Female Founders by Beata Kirr As more female founders join start-up nation, their personal finances need to evolve beyond business as usual. Business Owners, Wealth Planning, Women & Wealth Likes 0 SHARE Bookmarks
January 16, 2020 The Phase-One US-China Trade Agreement: Cease-Fire, Not Peace Treaty by Eric Winograd The US and China formally signed a phase-one trade deal Wednesday after several months of negotiations. We see the deal as a near-term positive for markets—but it also leaves the thorniest issues between the two countries unresolved. Economics, Trade Wars Likes 0 SHARE Bookmarks
January 10, 2020 Equity Outlook: Between Optimism and a Hard Place in 2020 by Sharon Fay, Christopher Hogbin Global stock markets rallied in 2019, defying political and macroeconomic uncertainty. Will investors be as fortunate in 2020? Since many risks remain, maintaining style diversity and finding investing themes that are detached from volatility drivers will be important ingredients for equity allocations. Equities, Volatility Likes 0 SHARE Bookmarks
January 10, 2020 Fixed Income Outlook: Keep an Eye on Systemic Risks in 2020 by Scott DiMaggio, Gershon Distenfeld With bond yields near record lows, can fixed-income markets generate solid returns in 2020 without forcing investors to take too much risk? From a fraught geopolitical landscape to a global slowdown, we assess today’s biggest challenges—and opportunities. Fixed Income, Later in the Cycle, Trade Wars, Volatility Likes 0 SHARE Bookmarks
January 10, 2020 What If [Insert Name] Wins the Election? by Beata Kirr, Alexander Chaloff How will the markets react if [insert name] wins the election? Our research shows who wins may not matter—there’s a more important factor that may influence market performance post-election. Equities, Policy & Regulation Likes 0 SHARE Bookmarks
January 08, 2020 The Silver Lining of 2019’s Weak IPOs by Christopher Brigham Uber, WeWork, and other highly anticipated IPOs got an icy reception from the stock market in 2019. We see the bright side in that, as it took risks off the table both for the market and the economy. Economics, Equities Likes 0 SHARE Bookmarks
January 08, 2020 2019: An Unexpected Year by Beata Kirr, Alexander Chaloff 2019 was a year of the unexpected. What are the top five lessons learned? Alternatives, Brexit, Equities Likes 0 SHARE Bookmarks
January 08, 2020 Our Most Interesting Chart Right Now: Why Conflict-Driven Oil Spikes Matter Less Now While movements in oil prices matter to the US economy, they matter a lot less now than they did in the early 1970s. Economics, Wealth Planning Likes 0 SHARE Bookmarks
January 06, 2020 Two Numbers You Need to Know by Jennifer Ostberg Do you have enough money to live, and give to your family, or favorite charity? Many Americans declare New Year’s resolutions that better physical well-being, but understanding financial health is just as important. Philanthropy, Wealth Planning, Women & Wealth Likes 0 SHARE Bookmarks
January 02, 2020 2020 Brings Less Uncertainty, But Not Certainty by Matthew D. Palazzolo 2019’s equity markets turned out to be better than many investors predicted. Despite this strong performance, not everything’s rosy. The economy is still somewhat fragile, and one issue, in particular, may be the critical driver of US growth this year. Capital Markets Outlook, Economics, Equities Likes 0 SHARE Bookmarks
December 30, 2019 Big Tech Faces Big Test on ESG Issues by Lei Qiu, Dan Roarty As big tech and media companies face growing concern about the power of their businesses, more questions about environmental, social and governance (ESG) issues are likely to be raised. Social and governance issues deserve greater attention amid increasing regulatory scrutiny of industry giants. Equities, Responsible Investing/ESG Likes 0 SHARE Bookmarks