January 13, 2021 2021 Municipal Outlook: Reasons for Optimism by Daryl Clements, Terrance Hults, Matthew Norton Municipal bond issuers’ financial health and resiliency—which helped in 2020—should support opportunities for active muni investors in 2021. Fixed Income, Municipals Likes 0 SHARE Bookmarks
January 11, 2021 2021 – Seeing Light at the End of the Tunnel by Matthew D. Palazzolo, Christopher Brigham After a shocking 2020, we turn our eyes to what 2021 may bring for the economy and markets. What will it spell for the pandemic, economic growth, and corporate profits? How should investors position for what may come? Capital Markets Outlook Likes 0 SHARE Bookmarks
January 08, 2021 US Recovery Reveals Hidden Value in Smaller Stocks by James MacGregor, Erik Turenchalk Small-cap US stocks rebounded sharply in the fourth quarter. Yet the recovery may still be in its early stages—particularly for smaller-cap value stocks—as pandemic risks recede and earnings drivers kick in during 2021. Coronavirus, Equities Likes 0 SHARE Bookmarks
January 05, 2021 Novel and Not-So-Novel Lessons from 2020 by Beata Kirr, Alexander Chaloff Every year offers lessons—from tried and true tenets to once-in-a-lifetime teachings. And despite its exceptional nature, 2020 again offers several key takeaways. Here they are. Capital Markets Outlook Likes 0 SHARE Bookmarks
January 05, 2021 Should Equity Investors Change Course for 2021 Recovery? by Christopher Hogbin After an extraordinary year, market distortions have created opportunities for investors to broaden equity exposures despite uncertainties about the recovery. Coronavirus, Equities Likes 0 SHARE Bookmarks
January 05, 2021 2021 Outlook: Bond Investing in the Wake of COVID-19 by Scott DiMaggio, Gershon Distenfeld AB’s Co-Heads of Fixed Income weigh in on systemic risk, areas of opportunity and the hunt for yield in 2021. Coronavirus, Fixed Income, Low-Yield Environment, Volatility Likes 0 SHARE Bookmarks
December 16, 2020 The Giving Athlete by Andrew Bishop, Stacie Jacobsen Athletes often want to give back to their families and communities. But determining the “right” amount to give is not simple. It starts with assessing the amount needed today to secure lifetime expenses. Athletes & Entertainers, Wealth Planning Likes 0 SHARE Bookmarks
December 15, 2020 Giving by Design by Jennifer Ostberg Giving patterns have shifted in 2020, in response to the pandemic and social justice movements. Is your philanthropic plan flexible enough to support a pivot? Athletes & Entertainers, Diversity & Inclusion, Philanthropy, Women & Wealth Likes 0 SHARE Bookmarks
December 10, 2020 Will 2021 Mark the Launch of a Durable Global Recovery? by Darren Williams After a difficult winter, we expect the global economy to rebound strongly next year. But structural headwinds remain. Will the post-pandemic bounce trigger a durable and broad-based global reflation? Coronavirus, Economics, Low-Yield Environment Likes 0 SHARE Bookmarks
December 08, 2020 Keeping Holiday Traditions Alive (Virtually) by Heather George How can individuals stay connected to family as year-end holidays approach? Even though we’re physically apart, we can still uphold family traditions—just in a different way. Athletes & Entertainers, Family Engagement, Women & Wealth Likes 0 SHARE Bookmarks
December 07, 2020 ESG Lens Enhances Pursuit of Equity Income by Cem Inal High-dividend stocks haven’t been rewarded in 2020. But companies that offer strong payouts in a sustainable manner can help investors source surprisingly robust streams of income and equity returns. Equities, Responsible Investing/ESG Likes 0 SHARE Bookmarks
December 07, 2020 A Road Map to the Coming US Economic Cycle by Eric Winograd With a greater level of clarity than we’ve had since the COVID-19 pandemic, we’re getting a better sense of how the US economy might shape up over the next few months, into 2022 and beyond. We see three distinct stages over that time frame. Economics, Fixed Income, Inflation, Low-Yield Environment Likes 0 SHARE Bookmarks
December 04, 2020 Small-Cap Stocks: Throw in the Towel or Ride the Rally? by Paul Robertson, Christopher Brigham It’s been a rough few years for small and mid-cap stocks, but they’ve sprung back in the wake of election and vaccine news. Should they even be in your portfolio? And if so, why? Asset Allocation, Equities Likes 0 SHARE Bookmarks