November 25, 2020 ESG Lens Enhances Pursuit of Equity Income by Cem Inal High-dividend stocks haven’t been rewarded in 2020. But companies that offer strong payouts in a sustainable manner can help investors source surprisingly robust streams of income and equity returns. Equities, Responsible Investing/ESG Likes 0 SHARE Bookmarks
November 24, 2020 Vaccine Hopes Shouldn’t Drive Healthcare Investing Strategies by Vinay Thapar Hunting for a COVID-19 vaccine isn’t a great strategy for healthcare investors. Focusing on business fundamentals is a much better way to find stocks with long-term potential than searching for any potential blockbuster drug. Coronavirus, Equities Likes 0 SHARE Bookmarks
November 23, 2020 Sudden Shift in Market Leadership Prompts Equity Allocation Questions by Christopher Hogbin Hopes for COVID-19 vaccines have prompted a shift in equity markets. Whether or not recent trends persist, investors should examine their equity exposures for resilience to a potential change in return patterns. Coronavirus, Equities Likes 0 SHARE Bookmarks
November 16, 2020 DOL’s Revised DC Investment Rule Removes Potential ESG Sticking Point by Jennifer DeLong, Michelle Dunstan The Department of Labor’s final rule on investment selection for DC plans left out language on ESG-themed investments. It’s a change that erases some confusion and seems to acknowledge that ESG and financial considerations are inseparable. Equities, Fixed Income, Legislative Updates, Multi-Asset, Policy & Regulation, Responsible Investing/ESG Likes 0 SHARE Bookmarks
November 11, 2020 Crisis Dashboard: Big Data Helps Paint the Big Picture (November 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 1 SHARE Bookmarks
November 09, 2020 Intangible Assets Provide Tangible Defenses for Equities by Kent Hargis, Sammy Suzuki, Chris Marx Defensive equities are usually found in sectors that have withstood market shocks, such as utilities and real estate. But as COVID-19 shakes up investment conventions, companies with intangible assets are being more appreciated for their volatility cushion. Asset Allocation, Equities, Multi-Asset, Volatility Likes 0 SHARE Bookmarks
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 2 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 1 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 1 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 1 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 1 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 1 SHARE Bookmarks