April 16, 2021 The Case for Investing Beyond US Borders by Walt Czaicki The landscape for investing outside the US is looking better than it has in years. For equity investors looking to mitigate concentration risk from the rise in US stocks, consider going global. Equities Likes 0 SHARE Bookmarks
April 13, 2021 Resilient Recovery Stocks Transcend the Growth-Value Divide by James T. Tierney, Jr., Mark Phelps, Dev Chakrabarti Investors are reassessing which types of companies will thrive in the next stage of the recovery amid the recent rebound of value stocks. But we think the distinguishing performance factor will be a company’s ability to generate sustainable earnings, regardless of its style classification. Coronavirus, Equities Likes 0 SHARE Bookmarks
April 12, 2021 How Rising Rates Benefit Bond Investors Higher bond yields can quickly offset the pain of rising yields. Fixed Income, Low-Yield Environment, Rising Rates Likes 0 SHARE Bookmarks
April 09, 2021 Future-Income Focus May Boost Current DC Plan Savings by Jennifer DeLong, Andrew Stumacher Planning for retirement has historically been focused on saving as much as possible. But if the actual target is to secure income for life, we think giving participants a preview of the future income they’re building can encourage even better savings habits now. Plan Design Likes 0 SHARE Bookmarks
April 06, 2021 Global Equities: Reviewing the Risks to Recovery by Christopher Hogbin Global stocks rose in the first quarter, but volatile trading patterns reminded investors that the road to normal will be bumpy. By carefully considering the risks that lie ahead, equity investors can prepare for the next phase of pandemic recovery. Coronavirus, Equities, Inflation, Rising Rates, Volatility Likes 0 SHARE Bookmarks
April 05, 2021 Three Strategies for Navigating Turbulent Bond Markets by Scott DiMaggio, Gershon Distenfeld Worried about rising rates? Inflation keeping you up at night? We’ve identified three strategies that will help keep your portfolio aloft. Fixed Income, Inflation, Low-Yield Environment, Rising Rates Likes 0 SHARE Bookmarks
March 25, 2021 Stocks Can Surmount a Return of Inflation by Walt Czaicki, David Wong As US inflation expectations grow, many investors are concerned about the potential impact on stocks. Our research shows that US equities have delivered solid returns during periods of moderate inflation for more than seven decades. Equities, Inflation, Rising Rates Likes 0 SHARE Bookmarks
March 24, 2021 Beyond Renewables, Low-Carbon Investing Eyes Energy Efficiency by Kent Hargis, Sammy Suzuki, Roy Maslen Low-carbon investing naturally leans toward renewable energy opportunities. But more industrial companies are taking the extra step to lower emissions with efficient energy technologies and by more accurately measuring their carbon footprint. Responsible Investing/ESG Likes 0 SHARE Bookmarks
March 23, 2021 Delivering a Net-Zero World—on Time by David Tsoupros Companies globally are racing to reduce their carbon emissions. But what does it really take to achieve ambitious green targets? Equities, Responsible Investing/ESG Likes 0 SHARE Bookmarks
March 22, 2021 ESG Prescriptions for Issuers of Emerging-Market Sovereign Debt by Shamaila Khan, Katrina Butt , Salima Lamdouar Emerging-market countries face many challenges, including the need to address environmental, social and governance issues on tight budgets. For those willing to engage with investors, creative funding opportunities are available. Emerging Markets, Fixed Income, Responsible Investing/ESG Likes 0 SHARE Bookmarks
March 19, 2021 Accepting the Inevitable by Ken Haman As the race begins to vaccinate the entire world, I think about how hard it is to accept our limitations as human beings. Some of these limitations are our coping methods, which both help and hurt us in our personal lives and when making investment decisions. Advisor Institute Likes 0 SHARE Bookmarks
March 19, 2021 Digging for Value in Struggling European Stocks by Tawhid Ali, Andrew Birse European stocks have lagged developed market peers. But selective equity investors can find promising potential in undervalued companies that are poised to recover in a post-pandemic world. Coronavirus, Equities Likes 0 SHARE Bookmarks
March 19, 2021 How Far Will the ECB Let Bond Yields Rise? by Darren Williams The ECB’s reaction function has become increasingly vague, almost deliberately so. But one thing is certain: it will continue to push back against any near-term increase in bond yields. Economics, Fixed Income, Inflation, Low-Yield Environment, Rising Rates Likes 0 SHARE Bookmarks
March 11, 2021 Is Your Portfolio Prepared for Inflation? by Ronit Walny, David Wong, Mark Gleason Investments behave differently during inflationary periods. A few adjustments can prepare your portfolio for what may come. Equities, Fixed Income, Inflation, Multi-Asset, Rising Rates Likes 0 SHARE Bookmarks
March 09, 2021 Four Things Investors Should Know About US Inflation in 2021 by Eric Winograd We expect US core inflation to surge in the months ahead, as comparisons to low price levels of a year ago cause sizable fluctuations. Ultimately, supply should respond to recovering demand, bringing inflation down and facilitating easy Fed policy. Coronavirus, Economics, Fixed Income, Inflation Likes 0 SHARE Bookmarks
March 05, 2021 Crisis Dashboard: Big Data Helps Paint the Big Picture (March Update) by Jonathan Berkow, Scott Krauthamer As investors look for signs of a return to normalcy from the coronavirus crisis, they have a dizzying array of 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 2 SHARE Bookmarks