June 15, 2021 Post-Pandemic Policymaking Could Drive Emerging Markets Apart by Adriaan du Toit Slow vaccine rollouts threaten not only to take a sizable human toll but also to scar some emerging economies. Coronavirus, Economics, Emerging Markets, Fixed Income Likes 0 SHARE Bookmarks
June 08, 2021 Healthcare Stocks: Four Questions for the Recovery by Vinay Thapar, Ryan Oden Returns for healthcare stocks have been disappointing through the market’s recovery from the pandemic. But there’s still plenty of promising growth potential to be found. These four questions can help investors identify areas of interest. Coronavirus, Equities Likes 0 SHARE Bookmarks
June 03, 2021 Crisis Dashboard: Big Data Helps Paint the Big Picture (June 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
May 11, 2021 Back to Business: Spending Surge Signals Demand by Karen Watkin, David Hutchins Global indicators continue to signal a sharp business recovery from last year’s COVID-19 pandemic lows. While inflation expectations are increasing as a result, business improvements offer multi-asset investors good reasons to remain tilted to equities for the next stage of the recovery. Coronavirus, Economics, Inflation, Multi-Asset Likes 0 SHARE Bookmarks
May 11, 2021 Will COVID-19 Accelerate Euro-Area Integration? by Darren Williams, Nicholas Sanders The political response to the COVID-19 crisis may be positive for the European integration project—and for euro-area bond markets. Coronavirus, Economics, Fixed Income, Low-Yield Environment Likes 0 SHARE Bookmarks
May 06, 2021 Value Stocks—Still Plenty of Fuel in the Tank by Avi Lavi After a strong rally for value stocks in recent months, some investors are wondering if the rebound will continue. We think several forces are unfolding that should support a continued value resurgence as the world emerges from the ravages of the pandemic. Coronavirus, Equities, Rising Rates Likes 0 SHARE Bookmarks
April 20, 2021 Will the Hot US Housing Market Continue? by Michael S. Canter, Monika Carlson The US housing market is sizzling. Tight supply and record demand met low rates, resulting in quick sales at record prices. What’s next for the US housing market? Coronavirus, Fixed Income, Low-Yield Environment, Rising Rates Likes 0 SHARE Bookmarks
April 19, 2021 Will the Sweet Spot for Smaller Value Stocks Persist? by James MacGregor, Erik Turenchalk US small-cap value stocks have enjoyed considerable success since value stocks began to outperform growth in October 2020. Even after the recent rally, we believe several forces will continue to drive the recovery in the months, and possibly years, ahead. Coronavirus, 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 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
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 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 01, 2021 Raising Equity Defenses for the COVID-19 Recovery by Kent Hargis, Sammy Suzuki, Chris Marx The exit from the pandemic will be bumpy. Defensive stocks with attractive valuations can help provide balance through an uncertain recovery. Coronavirus, Equities, Low-Yield Environment, Volatility Likes 0 SHARE Bookmarks