October 19, 2020 Do US Elections Matter for Equity Investors? by Richard Brink, Walt Czaicki Even if this US election has a bigger impact on markets than in the past, we would advise against building an investing strategy based on a potential political outcome for several reasons. Coronavirus, Equities, US Election Likes 1 SHARE Bookmarks
October 13, 2020 10 Active Angles on Today’s Market Challenges Investors should consider many angles when evaluating what active managers can offer through a global crisis and an indefinite period of uncertainty. Active & Passive , Coronavirus, Equities, Volatility Likes 0 SHARE Bookmarks
October 12, 2020 Why European Fixed Income Has Become More Attractive by Flavio Carpenzano, Markus Peters Despite the impact of COVID-19, euro fixed-income markets offer active investors attractive opportunities and worthwhile income. Coronavirus, Fixed Income, Low-Yield Environment Likes 0 SHARE Bookmarks
October 05, 2020 Global Equities: Finding Broader Paths Through Narrow Markets by Christopher Hogbin Equity markets advanced in the third quarter but pulled back during September. Market moves were dominated by a small group of giant US stocks. How should investors react? Coronavirus, Equities, US Election, Volatility Likes 0 SHARE Bookmarks
October 02, 2020 Crisis Dashboard: Big Data Helps Paint the Big Picture (October 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 0 SHARE Bookmarks
September 18, 2020 Rational Exuberance? Explaining Global Equity Market Gains by Mark Phelps Global stock markets seem to be defying the reality of recessions this year. Despite recent volatility, we think market gains for the year are more rational than perceived, given the powerful impact of stimulus and low rates on stock valuations. Coronavirus, Equities, Volatility Likes 0 SHARE Bookmarks
September 10, 2020 The End Game: How Governments Might Tackle Debt Burdens by Darren Williams, Guy Bruten A wave of policy support to stabilize the world economy has left developed nations with a growing public debt load. What path will governments follow to address the issue? History offers several debt-reduction templates. Coronavirus, Economics, Inflation, Low-Yield Environment Likes 0 SHARE Bookmarks
August 25, 2020 Is There Opportunity in COVID-19 Valuation Dislocations? by Daniel J. Loewy, Caglasu Altunkopru Capital markets have rebounded from their COVID-19-induced lows, but impacted industries have lagged substantially. That pessimism may be overdone in some cases, creating opportunities for multi-asset investors to exploit dislocations. Asset Allocation, Coronavirus, Multi-Asset Likes 0 SHARE Bookmarks
August 25, 2020 For Muni Investors, COVID-19 Provides Lessons in Liquidity by Guy Davidson Investors flock to municipals to meet safety, income and after-tax return goals. But investors should consider how they gain exposure to the asset class. Coronavirus, Fixed Income, Municipals, Volatility 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
August 13, 2020 Healthcare Investing: Don’t Try to Pick COVID-19 Vaccine Winners by Vinay Thapar The novel coronavirus has created both challenges and opportunities for companies in the healthcare sector. When it comes to a cure or a vaccine for COVID-19, how will these developments help the sector and what are the opportunities long-term? Active & Passive , Coronavirus, Equities Likes 0 SHARE Bookmarks
August 10, 2020 Can Value Stocks Recover Without Help from Financials? by Avi Lavi Growing challenges to banks have weighed on recovery hopes for value stocks. But our research of Japan’s experience and global value trends suggests value stocks don’t necessarily need financials to turn the corner. Coronavirus, Equities Likes 0 SHARE Bookmarks
August 05, 2020 Why the US Economy Needs More Stimulus Very Soon US household income has held steady, but only because of stimulus checks and enhanced unemployment benefits. As Congress debates the shape and scope of the next package, economic data show a clear need for more help sooner rather than later. Coronavirus, Economics Likes 0 SHARE Bookmarks