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
January 08, 2019 China: Current Questions, Long-Term Opportunities by Sharon Fay Yes, investor concerns are swirling around China’s economy and the gradual opening of its domestic equity market, but the long-term picture presents significant opportunities for active investors. Emerging Markets, Equities Likes 0 SHARE Bookmarks
January 02, 2019 Global Equities: 2018 Review, 2019 Outlook by Sharon Fay One big lesson for investors from 2018 is that you can’t really anticipate every political or economic risk that comes up and try to insulate your portfolio from all of it. As we enter 2019, there are reasons to be defensive, but also spread your exposure to some undervalued opportunities. Asset Allocation, Equities, Volatility Likes 0 SHARE Bookmarks
December 13, 2018 Going Out of Style? Value vs. Growth by Scott Krauthamer, Eric Sprow Recent market gyrations have many people asking: Is it time to pivot from a growth equities allocation to a value equities allocation? But that’s the wrong question. Instead of asking which style is likely to outperform, investors should be asking why they’re performing differently. Active & Passive , Equities Likes 0 SHARE Bookmarks
December 11, 2018 Ready and Able to Exploit Equity Volatility by Frank Caruso Recent volatility in equity markets has certainly increased anxieties for many investors. But we believe in being prepared and ready to exploit volatility—to position a portfolio for what will drive excess performance over the next three to five years. Equities, Volatility Likes 0 SHARE Bookmarks
December 10, 2018 European Equities: Three Big Themes to Watch in 2019 by Tawhid Ali, Andrew Birse With so much politically driven volatility in Europe, it’s easy to lose sight of what’s really happening in the markets. Investors in European stock markets should watch three big themes that we think will shape the environment next year. Equities Likes 0 SHARE Bookmarks
December 05, 2018 The US Yield Curve Inverted. Time to Worry? by Erin Bigley, Scott Krauthamer What drove down US stocks this week? The answer may be the US bond market and what the shape of the yield curve is—or isn’t—telling us about the state of the economy. Equities, Fixed Income, Rising Rates, Volatility Likes 0 SHARE Bookmarks
November 28, 2018 Debt Bulge Raises Stakes for US Equity Investors by Frank Caruso, John Fogarty US corporate debt has surged over the past decade. As rates begin to rise from historic lows, focusing on quality companies with healthy balance sheets can help equity investors avoid danger zones. Equities, Rising Rates Likes 0 SHARE Bookmarks
November 27, 2018 Beyond the Sugar Rush: Strategic Stimulus for Chinese Stocks by John Lin, Stuart Rae Whenever the Chinese economy slows and its stocks take a serious hit, investors have come to expect the government to unleash large-scale fiscal and monetary stimulus. Another heaping spoonful of sugar may do more harm than good this time around, however. It’s time for the ailing market to take some medicine. Emerging Markets, Equities, Policy & Regulation, Trade Wars Likes 0 SHARE Bookmarks
November 13, 2018 Market Sell-Off Shows Risk Is a Moving Target by Kent Hargis, Sammy Suzuki, Chris Marx Recent volatility reminds us that new risks are testing standard defensive equity strategies. Portfolios that offer downside protection need to go beyond standard risk models and position themselves for changing challenges ranging from trade wars to European political instability. Equities, Trade Wars, Volatility Likes 0 SHARE Bookmarks
November 07, 2018 What Does a Divided US Congress Mean for the Economy and Markets? by Erin Bigley, Scott Krauthamer Democrats took the House of Representatives. Republicans held the Senate. What should investors expect from the US midterm election outcome? In the way of policy, not much. But the new political landscape may be good for markets. Economics, Equities, Fixed Income, Policy & Regulation Likes 1 SHARE Bookmarks