December 05, 2019 For Growth Stocks, Profits Are the New Normal by Michael Walker, James T. Tierney, Jr. After a series of disappointing initial public offerings (IPOs), private and public equity investors are becoming more discerning about earnings. And for good reason. Profitable companies outperform by a wide margin over time, even among high-growth companies, which often post losses early in their lifecycles. Equities Likes 0 SHARE Bookmarks
November 25, 2019 Big Tech Faces Big Test on ESG Issues by Lei Qiu, Dan Roarty As big tech and media companies face growing concern about the power of their businesses, more questions about environmental, social and governance (ESG) issues are likely to be raised. Social and governance issues deserve greater attention amid increasing regulatory scrutiny of industry giants. Equities, Responsible Investing/ESG Likes 0 SHARE Bookmarks
November 20, 2019 Remastering Volatility: Reducing Noise in Equity Allocations by Christopher Hogbin, Chris Marx, Nelson Yu Volatility is a challenge that has vexed equity investors for decades, yet its root causes are often misunderstood. Understanding how a company’s business profile determines a stock’s risk can help investors prepare for uncertainty and make better decisions when market turbulence strikes. Equities, Volatility Likes 0 SHARE Bookmarks
November 19, 2019 Chinese Stocks Poised for Bigger Role on Global Market Stage by John Lin, Stuart Rae China is the world’s second-largest economy, but its equities are underrepresented in market indices and portfolios worldwide. With a growing stock market capitalization—and more inflows expected from greater index inclusion—foreign investors should take a closer look. Emerging Markets, Equities Likes 1 SHARE Bookmarks
November 14, 2019 Energizing Europe: Regional Markets Show Signs of Recovery by Nicholas Davidson European stocks have outperformed US equity markets in recent months, after several years of underperformance. Is this the start of a longer trend? It’s too soon to say, but some unfolding developments could signal a reversal of fortune for a long-unloved asset class. Equities Likes 0 SHARE Bookmarks
October 31, 2019 In a Post-Cycle World, Earnings Growth Is King by Mark Phelps Investors are increasingly asking whether the macroeconomic growth cycle still exists, and, if so, where are we in it? The answers to these important questions have real implications for the way equity investors should think about their portfolios. Equities Likes 1 SHARE Bookmarks
October 25, 2019 Are Private Equity Blowouts Good for Stock Investors? by James T. Tierney, Jr., Tiffany Hsia There’s growing evidence that private equity markets are beginning to overheat after several high-profile IPO flops. Investors in stocks should pay attention because private funding troubles are also a very public market affair. Equities, Responsible Investing/ESG Likes 1 SHARE Bookmarks
October 22, 2019 Four Signals that Could Point to a Bigger Value Rebound by Kurt Feuerman, Robert Milano US value stocks staged a strong recovery in September after an extended period of underperformance. While value slipped again in early October, we’re monitoring four signals that might indicate whether we’re on the cusp of a bigger value rebound. Equities Likes 1 SHARE Bookmarks
October 07, 2019 Global Equities: Keeping Balance in a Wobbly World by Sharon Fay, Christopher Hogbin Global stocks advanced in the third quarter, but investor sentiment wobbled amid puzzling signals on macroeconomic growth and monetary policy. Political uncertainty and a cloudier outlook point to more volatility, which should compel investors to intensify their focus on stock fundamentals. Equities, Later in the Cycle, Volatility Likes 0 SHARE Bookmarks
October 02, 2019 Is the Trade War a Blessing in Disguise for China’s Tech Sector? by John Lin, Stuart Rae, Min Zhou Complex ties between US and Chinese technology sectors are being tested by trade war tensions. But some steps taken by the US against Chinese multinational giant Huawei Technologies could backfire and spark a new phase of development for the Chinese technology sector. Equities, Trade Wars Likes 0 SHARE Bookmarks
September 27, 2019 How to Invest in Technology As Regulators Defang Giants by Lei Qiu US state attorneys general recently stepped up their scrutiny of big tech’s business practices. With corporate mammoths likely to be in the crosshairs of regulators for some time, equity investors should consider looking beyond the titans for opportunities in the sector. Active & Passive , Equities Likes 0 SHARE Bookmarks
September 25, 2019 Choosing Better Investing Ingredients for a Turn in the Cycle by Richard Brink, Walt Czaicki What sources of market returns can withstand late-cycle uncertainty? By identifying the right ingredients, we think investors can create an allocation with the potential to overcome new challenges and perform well over the long term. Active & Passive , Asset Allocation, Equities, Fixed Income, Later in the Cycle, Volatility Likes 0 SHARE Bookmarks
August 29, 2019 Investors Can Hold US Companies Accountable to Roundtable Pledges by Dan Roarty, Shawn Keegan Leading US CEOs recently pledged to redefine the role of the corporation in society. But will they make good on their promises? Responsible investors need a clear way to evaluate whether a company is really making progress by doing good for both society and investors. Equities, Fixed Income, Responsible Investing/ESG Likes 0 SHARE Bookmarks