August 22, 2019 The Investor’s Survival Guide to a Long Life by Kent Hargis, Sammy Suzuki, Aditya Monappa Rejoice—people around the world are living longer! But pause the festivities—that means they need more retirement money. To ensure they don’t run out of cash, savers need to adjust their investment strategies as their needs change, both before and after retiring. Asset Allocation, Equities, Multi-Asset, Volatility Likes 0 SHARE Bookmarks
August 14, 2019 Why Today’s Inverted Yield Curve Isn’t Necessarily a Recession Warning by Erin Bigley, Chris Marx The most closely watched part of the US yield curve inverted this week for this first time since 2007, suggesting that a recession may be around the corner. We’re not convinced that’s true. Active & Passive , Equities, Fixed Income, Trade Wars, Volatility Likes 1 SHARE Bookmarks
August 14, 2019 Are European Energy Companies Sustainable Investments? by Jeremy Taylor Oil and gas producers are often seen as vulnerable to global efforts aimed at curbing climate change. But some European energy groups might become part of the solution to climate change rather than part of the problem. Equities, Responsible Investing/ESG Likes 0 SHARE Bookmarks
July 25, 2019 Postcard from…Japan by Mark Phelps When people talk about Japan, they often do so in the context of ‘lost decades’ and warnings of limited growth opportunities. Nearly one-third of the population is over age 65, inflation is stubbornly low and predictions for future economic growth are not encouraging. While talk of demographic doom often dominates headlines about Japan, a recent visit with my research team assured me that it also contains some interesting investment opportunities. Equities Likes 0 SHARE Bookmarks
July 23, 2019 US Corporate Cash Is Down: Should Investors Worry? by Sharat Kotikalpudi, Caglasu Altunkopru The recent decline in US corporate cash hasn’t raised a lot of eyebrows, but it has caused one of our equity-quality indicators to flash a warning. Since equity quality is one of the signals with a strong track record of predicting market sell-offs, should investors be worried? Equities, Multi-Asset Likes 0 SHARE Bookmarks
July 23, 2019 Do Weak Stock Flows Point to Equity Gains Ahead? The 11-year equity bull market is certainly getting long in the tooth, but several important indicators suggest we may not be at the end yet. Equities Likes 0 SHARE Bookmarks
July 16, 2019 Finding Growth in a Low-Growth World When macroeconomic growth slows, investors get edgy. But the economy isn’t the only thing that drives revenue and earnings growth for companies. Some industries are poised to expand at a rapid clip even if GDP growth is subdued or decelerating. Active & Passive , Equities, Later in the Cycle Likes 0 SHARE Bookmarks
July 09, 2019 Will Dovish Fed Policy Fuel US Stocks? by James T. Tierney, Jr. Equity markets recovered in June as the US Federal Reserve turned decidedly dovish, coming in line with most central banks around the world. But after posting strong gains, to end the quarter close to a record high, how much more steam do US stocks have left? Equities, Later in the Cycle Likes 0 SHARE Bookmarks
July 02, 2019 The ESG Edge to Concentrated Equity Investing by Mark Phelps, James T. Tierney, Jr., Ton Wijsman There are many ways to apply responsible investing principles to portfolios. But some investing approaches may be more conducive to creating a portfolio with strong environmental, social and governance (ESG) qualities than others. Concentrated equities are a case in point. Equities, Responsible Investing/ESG Likes 0 SHARE Bookmarks
July 02, 2019 What’s the Long-Term Oil Outlook? Watch How the Majors Invest by Joseph G. Paul, Akhil Kapoor, Jeremy Taylor What’s the long-term outlook for oil in a world shifting to renewable energy? Oil majors publicly say supply-and-demand dynamics will support the market. But their investment choices suggest that they’re preparing for a much weaker oil price in the distant future. Equities Likes 0 SHARE Bookmarks
June 28, 2019 Combining Big Data and a Human Touch for Equity Insights by Nelson Yu, Christopher Hogbin Figuring out how to use big data is the next frontier for the asset-management industry. Equity investors must have the right culture—and ask the right questions—to successfully integrate data science into research and investment processes. Equities Likes 0 SHARE Bookmarks
June 25, 2019 Following UN Goals to Sustainable Equity Themes by Dan Roarty The United Nations Sustainable Development Goals (UN SDGs) offer a good guide for investing in companies making a positive impact on society. But where do you begin? Start by drilling deeply into the SDGs themselves to identify investible themes. Equities, Responsible Investing/ESG Likes 0 SHARE Bookmarks
June 11, 2019 Healthcare Stocks: Invest in Business, not Science by Vinay Thapar Healthcare stocks served as powerful painkillers during last year’s market declines. Yet the sector offers much more than just downside protection for investors who focus on business potential and resist the urge to predict scientific breakthroughs. Equities Likes 0 SHARE Bookmarks