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 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 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 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 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 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 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 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
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
March 01, 2021 Are Growth Stocks Attractive in a Post-Pandemic World? by Frank Caruso The recent selloff of US growth market darlings reflects increasing questions about whether their growth potential still justifies exceptionally high valuations. Away from the froth, growth investors can still find solid return potential in quality companies with profitable, sustainable business models. Equities, Volatility Likes 0 SHARE Bookmarks
February 24, 2021 Five Things Investors Should Know About Hydrogen by Gates Moss, Jeremy Taylor Hydrogen’s potential as an energy source is attracting renewed attention. It may take 20 years or so for the potential to be realized. But the effects are likely to be felt within the planning horizons of most long-term investors—a good reason to start thinking now about the investment implications. Equities, Responsible Investing/ESG Likes 0 SHARE Bookmarks
February 11, 2021 Cold Cash? How to Redeploy in Hot Markets by Scott Krauthamer Investors have parked record piles of cash on the sidelines amid concerns about valuations and volatility. But short-term safety comes at a price. By defining long-term goals, investors can put idle cash to work despite uncertainty about the path to recovery. Active & Passive , Alternatives, Asset Allocation, Equities, Fixed Income, Low-Yield Environment, Multi-Asset, Volatility Likes 0 SHARE Bookmarks