January 15, 2019 Navigating Fixed Income in Volatile Markets by Douglas J. Peebles The past year was a rough ride for bond investors. Will 2019 deliver more of the same? Economics, Fixed Income, Rising Rates, Volatility Likes 0 SHARE Bookmarks
January 14, 2019 It’s Different This Time: Risk Is Up and Here to Stay by Daniel J. Loewy, Caglasu Altunkopru, Martin Atkin Investors are likely to remember 2018 as the end of the era of easy money, low volatility and steady margin expansion. Investing will be more challenging in 2019—and diversification will be more important than ever. Asset Allocation, Multi-Asset, Volatility Likes 0 SHARE Bookmarks
January 14, 2019 US Equities: Could 2018 Pain Become 2019 Gain? by James T. Tierney, Jr., Frank Caruso, Kurt Feuerman With US stocks facing multiple risks, it’s easy to lose sight of the positive trends that could help the market recover. In 2019, investors should search for select stocks with the right attributes to produce positive surprises in a potentially tricky market environment. Equities, Rising Rates, Volatility Likes 0 SHARE Bookmarks
January 11, 2019 2018 Lessons Learned: Tenets of Investing Ring True, Time and Again by Kathleen M. Fisher The beginning of the year is often the time when investment strategists opine on the outlook for the year ahead. Although 2018 proved, once again, how futile such short-term forecasts can be, last year’s markets affirmed some of the evergreen tenets of investing. Alternatives, Equities, Fixed Income, Wealth Planning Likes 0 SHARE Bookmarks
January 10, 2019 Steering Equity Portfolios Through Stormy Style Seas by David Dalgas, Klaus Ingemann, Thomas Christensen As volatility returned to global markets in 2018, return patterns for equity styles were very unstable. With more signs of turbulence ahead, investors should prepare to reduce the impact of short-term factor swings on portfolio performance. Equities, Volatility Likes 0 SHARE Bookmarks
January 08, 2019 Keep Your (High) Income On Track In 2019 2019 may be a challenging year for high-income investors. That makes it more important than ever to embrace a global approach and to focus on quality. Oh, and don’t fret too much about rising rates. Fixed Income, Rising Rates Likes 0 SHARE Bookmarks
January 08, 2019 From Insights to Opportunity—The Power of a Generation by Paul Robertson Digital. Influencers. Targeted. Social interaction. Experiences. These words, and many more, have been used to describe the habits and behaviors of millennials. Despite older generations adopting many of millennials’ behaviors, some of their inclinations are still unique. While it’s fascinating to compare generational differences, it’s crucial to unravel how these differences impact investments. Equities, Wealth Planning Likes 0 SHARE Bookmarks
January 08, 2019 China: Current Questions, Long-Term Opportunities by Sharon Fay Yes, investor concerns are swirling around China’s economy and the gradual opening of its domestic equity market, but the long-term picture presents significant opportunities for active investors. Emerging Markets, Equities Likes 0 SHARE Bookmarks
January 03, 2019 Don’t Rely on Cheap Oil to Power Equity Markets by Sharat Kotikalpudi It’s taken for granted in financial circles that lower oil prices are a boon for stocks, as they fuel an economy-boosting cycle in which money saved at the pump ultimately flows to the market. But oil prices that are too low could be too much of a good thing. Multi-Asset, Volatility Likes 0 SHARE Bookmarks
January 02, 2019 What a Difference a Year Makes by Matthew D. Palazzolo 2018 began with a bang…and ended with a bust. After a string of 15-months of positive performance for global markets that commenced in November of 2016, 2018 was capped by the worst quarter since 2011*. What changed so drastically from the year prior? Capital Markets Outlook, Equities, Fixed Income, Wealth Planning Likes 0 SHARE Bookmarks
December 28, 2018 There’s More to Risk Than Volatility by Clare Golla, Travis Allen Market volatility has justifiably jumped to the top of the wall of worry in recent weeks as trade concerns and interest rate uncertainty transfix the markets. For investment committees and other fiduciaries overseeing funds intended to support an organization’s mission, this resurgence of market turbulence may feel particularly jarring. But now is not the time to be reactionary. Endowments & Foundations, Wealth Planning Likes 0 SHARE Bookmarks
December 27, 2018 What will drive the markets in 2019? by Matthew D. Palazzolo 2018 started with the continuance of a 14-month market uptrend and extreme calm. Now with just a few days left in the year, we’ve seen a change: there’s been a resurgence in volatility and a market sell-off of almost 20% since the S&P 500 hit an all-time high in mid-September.* As we think ahead to 2019, we consider the factors that will influence the financial markets and answer questions on the minds of many investors. Capital Markets Outlook, Wealth Planning Likes 0 SHARE Bookmarks
December 20, 2018 Fewer Fed Rate Hikes in Store—But Not Because the Economy’s Faltering by Eric Winograd As expected, the Fed hiked interest rates yesterday, but we now think there will be fewer hikes in 2019 than we previously called for. Not because the US economy is in trouble, but because the Fed is changing its approach to setting policy. Economics, Policy & Regulation, Rising Rates Likes 0 SHARE Bookmarks