March 18, 2019 Looking Forward, Looking Back: 10 Charts After 10 Years Just over a decade ago, global markets began to recover from the biggest shock in postwar history. These 10 charts show both how much has changed since then and how post-crisis market conditions may influence the next decade. Active & Passive , Equities, Fixed Income, Volatility Likes 0 SHARE Bookmarks
March 08, 2019 Healthcare Stocks: Invest in Business, not Science by Vinay Thapar Healthcare stocks served as powerful painkillers during last year’s market declines. Yet the sector offers much more than just downside protection for investors who focus on business potential and resist the urge to predict scientific breakthroughs. Equities Likes 0 SHARE Bookmarks
February 28, 2019 Avoid the Crowds in Chinese Stocks by John Lin, Stuart Rae After MSCI decided today to boost the allocation to Chinese onshore stocks in its emerging-market indices, global investors are likely to pump more money into the market. But watch out for crowds. Flows into China are concentrated in a small group of large-cap stocks. Equities Likes 0 SHARE Bookmarks
February 21, 2019 Value Equities: Is the Long, Dark Winter Ending? by James MacGregor, Cem Inal, Shri Singhvi Value investing has always been about challenging the consensus—but never more so than today. After several tough years, we’re seeing signs of a value recovery brewing. Yet fresh approaches are needed to capture the potential in today’s complex markets. Equities Likes 0 SHARE Bookmarks
February 14, 2019 No more ‘Wild East’: China’s Stock Market Is Growing Up Fast by John Lin, Stuart Rae The Chinese stock market is changing at breathtaking speed and is on track to reach maturity faster than any other in history. Global investors have been reluctant to dive in, but there are good reasons to get acquainted with the companies serving the world’s second-largest economy. Emerging Markets, Equities Likes 0 SHARE Bookmarks
February 04, 2019 What the Size of Your Coffee Cup Can Teach Us About Investment Returns by Frank Caruso, Chris Kotowicz Many US companies have enjoyed an earnings boost from premium products in recent years. But a strong sales mix may leave a company’s profitability vulnerable in the late stages of an economic cycle, when spending trends begin to weaken. Equities Likes 0 SHARE Bookmarks
February 01, 2019 Latest Jobs Data Show a Robust US Labor Market by Eric Winograd The government shutdown and temporary displacement of some workers didn’t cause the strong US labor market to miss a beat. Today’s jobs report reinforces that gains have been accelerating. That’s good news for the economy and markets. Economics, Equities, Fixed Income Likes 0 SHARE Bookmarks
January 30, 2019 Building a Macro-Resistant Equity Portfolio by Kent Hargis, Sammy Suzuki, Chris Marx After a volatile year in global markets, equity investors are on high alert. With so much uncertainty about the macroeconomic growth outlook, we think it's important to make sure that an equity allocation is positioned to do well no matter what happens to the economy. Equities, Rising Rates, Volatility Likes 0 SHARE Bookmarks
January 22, 2019 Are Global Stocks Divorced from Reality? by Mark Phelps, Dev Chakrabarti Equities declined around the world in 2018, and valuations fell sharply. The risks are clearly significant—but have stocks fallen too far? With earnings still expected to advance this year, we think selective investors can find attractive entry points. Equities, Rising Rates, Volatility Likes 0 SHARE Bookmarks
January 16, 2019 Brexit and Beyond: Investing in Europe amid Political Risk by Tawhid Ali, Andrew Birse With Brexit headlines dominating the European news, equity investors face an ongoing challenge. Building resilient portfolios requires a clear view of the long-term outlook for European companies that also reflects major short-term political uncertainties. Brexit, Equities 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 14, 2019 2019 Elections in Scope: Nigeria & South Africa by Adriaan du Toit The two biggest economies in Africa—Nigeria and South Africa—both have presidential elections in 2019. The results will set the stage for the next phase of these economies as well as investor interest in them. These elections could also have implications for the economic future throughout the continent. Economics, Emerging Markets, Equities, Fixed Income 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