August 07, 2020 Crisis Dashboard: Big Data Helps Paint the Big Picture (August 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 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
August 03, 2020 Data Science: Start with a Question by Chris Marx, Jonathan Berkow Data science is most effective when it starts with a deep, fundamental question. What’s the key question that the research is trying to answer? From that starting point, data scientists work very closely with research analysts to deploy the right data and tools to find an answer. Coronavirus, Equities, Tech & Innovation Likes 0 SHARE Bookmarks
July 28, 2020 There’s More Than “Data” in Data Science by Chris Marx, Jonathan Berkow The COVID-19 crisis has made data science even more important. Today, data scientists are collaborating with research analysts to fill in the gaps with a few mouse clicks when social distancing restrictions limit the mobility of on-the-ground efforts. Coronavirus, Equities, Tech & Innovation Likes 0 SHARE Bookmarks
July 20, 2020 Emerging-Market Equities: Looking Past the Pandemic by Laurent Saltiel, Sergey Davalchenko, Naveen Jayasundaram In emerging markets, some industries and countries are in better shape than others. And many businesses have the right qualities to benefit from structural changes now and long after local conditions improve. Coronavirus, Emerging Markets, Equities Likes 0 SHARE Bookmarks
July 14, 2020 US Banks Look Better than Fed Stress Tests Suggest by Kurt Feuerman The Fed’s recent stress tests raised concern about solvency risks to US banks. But as second-quarter earnings season begins, investors may find that some banks are much more resilient than expected. Coronavirus, Equities Likes 0 SHARE Bookmarks
July 06, 2020 Lopsided Equity Rally Highlights Growing Market Risks by Christopher Hogbin Global equities rebounded sharply in the second quarter. But new risks are looming as companies and countries count the costs of the pandemic. Active & Passive , Coronavirus, Equities, Low-Yield Environment, Volatility Likes 0 SHARE Bookmarks
July 06, 2020 Record US Index Concentration Adds Hazards for Investors by James T. Tierney, Jr. The five largest US growth stocks now comprise more than a third of the Russell 1000 Growth Index. Investors should be alert to the risks of high benchmark concentration. Active & Passive , Equities Likes 0 SHARE Bookmarks
July 01, 2020 Unlocking REIT Potential Amid COVID-19 by Ajit Ketkar, Eric Franco Economic fallout from the coronavirus crisis was especially hard on real estate, mostly from misperceptions that the asset class is dominated by hotels, malls and office parks. But a look inside shows a diverse group of sectors that are more pandemic resilient than investors may think. Coronavirus, Equities, Low-Yield Environment, Volatility Likes 0 SHARE Bookmarks
June 29, 2020 ESG Research Helps Reveal Resilience amid COVID-19 by Michelle Dunstan By integrating ESG analysis with fundamental research, investors can get a better understanding of the opportunities and threats the pandemic poses for business models. Coronavirus, Equities, Fixed Income, Responsible Investing/ESG Likes 0 SHARE Bookmarks
June 25, 2020 Rediscovering the Potential of Downtrodden Value Stocks by Avi Lavi, James MacGregor Value stocks have underperformed in the coronavirus crisis. Yet some higher-quality companies are now trading at valuations that underestimate their ability to withstand shorter-term stress—and their longer-term recovery potential. Coronavirus, Equities, Volatility Likes 0 SHARE Bookmarks
June 10, 2020 Are Tech Stocks the New Utilities for Investors? by Lei Qiu As the coronavirus crisis reinforces technology’s fundamental role in our lives, investors can find sources of risk reduction and growth potential in companies that have become digital utilities enabling global networks. Coronavirus, Equities Likes 0 SHARE Bookmarks
June 08, 2020 Multiple Lenses of ESG Integration by Robert Milano, Ryan Oden Incorporating ESG factors into the research and investment process provides equity investors with more ways to gauge risks and opportunities. Equities, Responsible Investing/ESG Likes 1 SHARE Bookmarks