January 12, 2021 US Recovery Reveals Hidden Value in Smaller Stocks by James MacGregor, Erik Turenchalk Small-cap US stocks rebounded sharply in the fourth quarter. Yet the recovery may still be in its early stages—particularly for smaller-cap value stocks—as pandemic risks recede and earnings drivers kick in during 2021. Coronavirus, Equities Likes 0 SHARE Bookmarks
January 05, 2021 Should Equity Investors Change Course for 2021 Recovery? by Christopher Hogbin After an extraordinary year, market distortions have created opportunities for investors to broaden equity exposures despite uncertainties about the recovery. Coronavirus, Equities Likes 0 SHARE Bookmarks
December 16, 2020 Crisis Dashboard: Big Data Helps Paint the Big Picture (December 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
December 08, 2020 Low Rates Rev Up Technology Innovation for Equity Investors by Lei Qiu When the cost of capital is so low, it fuels funding for innovation that ultimately fills the pipeline with robust opportunities for equity investors, especially in technology. Equities Likes 0 SHARE Bookmarks
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 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