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 0 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
September 01, 2020 Crisis Dashboard: Big Data Helps Paint the Big Picture (September Update) by Jonathan Berkow, Scott Krauthamer Many investors are looking for emerging signs of a return to normalcy from the coronavirus crisis. While there are many 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
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
August 17, 2020 The Acceleration of Electric, Sustainable Mobility by Dan Roarty, David Wheeler With 20% of carbon emissions coming from cars and trucks, the shift from internal combustion engines to electric vehicles is a massive growth opportunity and necessity. Sustainable mobility is rapidly evolving from a niche product to a mainstream disrupter of transport—on the ground and potentially in the air. Equities, Responsible Investing/ESG, Tech & Innovation Likes 0 SHARE Bookmarks
August 13, 2020 Healthcare Investing: Don’t Try to Pick COVID-19 Vaccine Winners by Vinay Thapar The novel coronavirus has created both challenges and opportunities for companies in the healthcare sector. When it comes to a cure or a vaccine for COVID-19, how will these developments help the sector and what are the opportunities long-term? Active & Passive , Coronavirus, Equities Likes 0 SHARE Bookmarks
August 12, 2020 Fintech: The Rapid Rise of Cashless Commerce by Dan Roarty, William Johnston Cash may still be king, but cashless commerce is rapidly becoming the new king. This cashless revolution is already generating transaction growth of 24% per year over the last 3 years, and 2020’s COVID-19 concerns will likely increase the use and benefits of cashless commerce. Equities, Responsible Investing/ESG, Tech & Innovation Likes 0 SHARE Bookmarks
August 10, 2020 Can Value Stocks Recover Without Help from Financials? by Avi Lavi Growing challenges to banks have weighed on recovery hopes for value stocks. But our research of Japan’s experience and global value trends suggests value stocks don’t necessarily need financials to turn the corner. Coronavirus, Equities Likes 0 SHARE Bookmarks
August 05, 2020 Do COVID-19 Subsidies Threaten Shareholder Value? by Michelle Dunstan, Diana Lee As more companies tap government stimulus funds, questions are being asked about how shareholders may be affected. To answer these questions, investors must assess how corporate behavior and stakeholder engagement will shape a company’s long-term outlook. Coronavirus, Equities, Responsible Investing/ESG Likes 0 SHARE Bookmarks