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, 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, 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 26, 2020 Crisis Dashboard: Big Data Helps Paint the Big Picture (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
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
June 01, 2020 Why Have Chinese Stocks Held Up So Well? by John Lin, Stuart Rae Chinese stocks have been resilient this year because of relatively modest earnings downgrades amid an early recovery from the virus-induced shock. China, Coronavirus, Emerging Markets, Equities, Trade Wars, Volatility Likes 0 SHARE Bookmarks
May 20, 2020 Can Smaller Stocks Recover from Coronavirus Blow? by Samantha S. Lau Small-cap stocks were hit hard in the coronavirus sell-off. But select smaller companies with innovative advantages could offer a surprising source of diversification for the uncertain times ahead. Coronavirus, Equities Likes 0 SHARE Bookmarks
May 19, 2020 US Retail Innovators to Prosper in Post-Coronavirus Recovery by James T. Tierney, Jr., Anna Toshach Economic fallout from the pandemic is devastating US retail. But companies that were already adapting well to seismic changes in the industry should prosper over time. Coronavirus, Equities Likes 0 SHARE Bookmarks
May 12, 2020 Asian Stocks: Value Appeal Revealed in Coronavirus Recovery by Stuart Rae, Rajeev Eyunni Asian businesses are gradually rebooting after governments quelled the initial wave of the pandemic. Conditions may be improving for regional value stocks that were beaten down before and during the pandemic. Coronavirus, Emerging Markets, Equities Likes 0 SHARE Bookmarks
May 07, 2020 Do Healthcare Stocks Protect Portfolios in a Pandemic? by Vinay Thapar Healthcare stocks usually are defensive for a portfolio during market downturns. Given the extent of the pandemic’s impact, more questions are being asked about the sector’s resilience. Coronavirus, Equities, Volatility Likes 0 SHARE Bookmarks