April 16, 2018 Safety Stocks: Mind the Debt by Nelson Yu Rising rates are adding new risks to equity markets. Stocks of companies that are saddled with debt have underperformed recently. And leverage is especially high in sectors widely seen as safe havens. Equities, Rising Rates Likes 0 SHARE Bookmarks
April 09, 2018 Debt, Tech and Trade Wars Cloud the Investment Horizon by Sharon Fay Global equities posted their first quarterly decline in two years during a volatile first quarter. Growing concerns about rising rates, trade wars and regulation in the technology sector will require a new mindset for investors. Emerging Markets, Equities, Inflation, Rising Rates Likes 0 SHARE Bookmarks
April 03, 2018 Why Passive Investing Isn’t a Panacea by Richard Brink, Walt Czaicki, Scott Krauthamer The active/passive debate has been raging for years, and both approaches have merit. But there’s more to the story than meets the eye. Investors who commit too much to passive—and not enough to active—could face mounting risks. Equities Likes 0 SHARE Bookmarks
March 22, 2018 Can Investors Make Money in a US–China Trade War? by Stuart Rae, John Lin President Trump’s plans for tariffs on about $60 billion of Chinese imports have rattled equity markets. Investors should begin to study which types of industries, countries and companies could win or lose if an all-out trade war erupts. Economics, Emerging Markets, Equities Likes 0 SHARE Bookmarks
March 21, 2018 Facebook Scrutiny Raises Questions About Tech Giants As Facebook’s market capitalization has tumbled by $60 billion over two days, investors have refocused on the gargantuan proportions of US mega-cap stocks. Apple, Google and Facebook dwarf several major national market indices. Equities Likes 0 SHARE Bookmarks
March 15, 2018 Watch China to See the Future of Digital Innovation by Sammy Suzuki China is rapidly becoming a trendsetter in many digitally driven industries. This is turning conventional research methodology on its head. Investors should look to China to discover where technology and retail markets around the world are headed. Emerging Markets, Equities Likes 0 SHARE Bookmarks
March 14, 2018 Why Active Management Failed…and Didn’t by Richard Brink, Walt Czaicki, Scott Krauthamer Passive equity strategies have seen massive inflows over the last decade, in part owing to active management’s struggles. But a closer look at the story within the story suggests that leaving active out of the equation could be leaving money on the table. Equities Likes 0 SHARE Bookmarks
March 06, 2018 Are US Stocks Disconnected from Earnings? by Frank Caruso There’s a curious anomaly in the US stock market. Shares of highly profitable companies have risen more slowly than their earnings growth has in recent years. This is an important signpost for investors in today’s complex market conditions. Equities, Rising Rates Likes 0 SHARE Bookmarks
February 20, 2018 Quality Control: Three Questions for Stocks in a Changing World by James T. Tierney, Jr., Mark Phelps, Dev Chakrabarti Finding high-quality companies is an essential component of many equity strategies. But with revolutionary forces sweeping through key industries, what really defines quality stocks? Investors must think proactively about how to identify quality in a changing world. Equities Likes 0 SHARE Bookmarks
February 12, 2018 Equity Market Sell-Off: Return to Reality? by Dianne Lob, Scott Krauthamer Global equity markets are still hurting from last week’s sell-off. Yet the renewed volatility could mark a return to reality after an unusually long period of steady gains and may even foster a healthier investing environment over time. Equities, Rising Rates Likes 0 SHARE Bookmarks
February 09, 2018 As Volatility Spikes, Watch the Economy, Not the Market by Eric Winograd The tremors that have battered financial markets recently have been nerve-wracking. But remember, the market is not the economy. Economic growth can persist even when markets decline, and that growth can eventually help to stop the slide. Economics, Equities, Fixed Income Likes 0 SHARE Bookmarks
February 08, 2018 China A-Shares: Is Your Emerging-Market Manager Ready? by John Lin As the Chinese New Year begins, investors will welcome the year of China A-shares, soon to be included in the MSCI emerging-market (EM) benchmarks. But put careful consideration into determining which funds are actually ready to join the festivities. Emerging Markets, Equities Likes 0 SHARE Bookmarks
January 30, 2018 Equities: It’s the Pattern of Performance That Counts by Chris Marx After a fantastic year, concerns are growing about a potential downturn in the stock markets. At times like these, it’s especially important to focus on investing strategies that can deliver a smoother pattern of long-term returns. Equities, Rising Rates Likes 0 SHARE Bookmarks