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 06, 2020 Investing in Two Battered European Equity Sectors by Tawhid Ali, Andrew Birse European equity markets are still struggling to overcome the effects of the pandemic. But diligent investors can find surprising investment candidates. Equities, Europe Now 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 30, 2020 Low-Carbon Investing Doesn’t Have to Mean Low Return by Kent Hargis, Roy Maslen, Sammy Suzuki Investing in businesses that strive for a better climate through decarbonization doesn’t necessarily assume a lower bar for performance. Low-carbon equity investing can also offer attractive return potential. Equities, Responsible Investing/ESG Likes 0 SHARE Bookmarks
September 24, 2020 Corporate Culture: The Secret Sauce for Growth Success by Frank Caruso, Chris Kotowicz, Ryan Oden Investors don’t often pay much attention to corporate culture. But cultural norms can make the difference between success and failure, especially for growth companies. Equities, Responsible Investing/ESG Likes 1 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 04, 2020 Smaller Stocks Open Broader Windows to Emerging Markets by Sergey Davalchenko Equity investors in emerging markets (EM) typically focus on large-cap companies. But allocating to smaller companies can help broaden an EM allocation by providing a different mix of exposures to opportunities across countries and sectors—and can bring potential for higher added value. Emerging Markets, Equities Likes 0 SHARE Bookmarks
August 31, 2020 Debunking the Myths of “High-Priced” Tech Stocks by Lei Qiu As technology stocks of all shapes continue to surge, many investors are questioning whether they’re now overpriced. But even at high valuations, we think the tech landscape is still dotted with long-term growth potential. Equities Likes 0 SHARE Bookmarks
August 28, 2020 Style Tilt: Growth Surge Reshapes US Stock Market in 2020 by Scott Krauthamer, Robert Milano During the coronavirus downturn and rebound, US growth stocks outpaced value stocks by a record margin. Now growth stocks seem expensive, but that depends on how you look at it. Active & Passive , Equities Likes 0 SHARE Bookmarks
August 24, 2020 Diagnostics: Advancing Effective, Efficient Health Care by Dan Roarty, Edward Bryan Diagnostics—the back-end robotics in the health care system—are helping automate many complex procedures. Diagnostics are not only increasingly aiding the treatment of patients with infectious diseases but accelerating the broader trend toward personalized health care. Equities, Responsible Investing/ESG, Tech & Innovation 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