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
July 08, 2019 Global Equities: Searching for Symptoms of Three Mounting Risks by Sharon Fay, Christopher Hogbin Global equities advanced in the second quarter, but the path was rocky. Incoming earnings reports will provide important clues about how companies are coping with mounting challenges—from trade wars to global growth—and how investors should position. Late-Cycle Investing, Trade Wars, Volatility Likes 0 SHARE Bookmarks
June 04, 2019 Equities: Concentrate on Right Risks for Right Reasons by Mark Phelps Investors shouldn’t avoid risk: it’s how you generate return. One solution is to find good companies that have the right risks for the right reasons and for the right time horizon. With a concentrated portfolio, you can spend more time on fewer companies, get to know them better and see if they’ve got a great runway for growth. Equities, Volatility Likes 0 SHARE Bookmarks
May 28, 2019 China and US: Tug of Trade War by Mo Ji, Shamaila Khan The latest spike in trade tensions between the US and China raises the stakes for the G20 meeting in late June. It also has some investors questioning how China will manage growth as well as fiscal and monetary policy to keep stability through these uncertain times. China, Economics, Emerging Markets, Fixed Income, Trade Wars, Volatility Likes 0 SHARE Bookmarks
May 22, 2019 Emerging Markets: Widen Your Lens Beyond Trade Tensions by Morgan Harting The beauty of EM investing is you can find opportunities in stocks or bonds beyond the narrow focus of headlines. Emerging Markets, Trade Wars, Volatility Likes 0 SHARE Bookmarks
May 07, 2019 Beat the Warning Lights: Managing Risk in European Equities by Tawhid Ali, Andrew Birse Investors often ask how it’s possible to allocate capital to European stocks given the political risks that abound. We think the answer is to combine disciplined stock picking with risk-management tools that look for unintended threats to a portfolio. Brexit, Equities, Volatility Likes 0 SHARE Bookmarks
April 30, 2019 Watch Out for Volatility, Even in Rising Markets by Kent Hargis, Sammy Suzuki, Chris Marx Global stocks rebounded in the first quarter, but the ride was rocky. Even in a rising market, volatility is a clear and present danger. With so many risks clouding the outlook, we believe that investors should focus on generating a smoother pattern of returns. Equities, Volatility Likes 0 SHARE Bookmarks
April 29, 2019 Looking to De-Risk? High Yield Can Help by Gershon Distenfeld, Will Smith The S&P 500 Index hit an all-time high on April 23, thanks to improving investor optimism. But for some equity investors, market highs signal a good time to reduce downside risk. Shifting a modest allocation into US high yield is an efficient way of doing just that—significantly lowering overall risk while only modestly curbing potential returns. Asset Allocation, Fixed Income, Late-Cycle Investing, Volatility Likes 1 SHARE Bookmarks
April 16, 2019 Is Inversion Panic Justified? by Scott Krauthamer In recent weeks, the US yield curve has been making investors nervous again. The curve has inverted before each of the last seven recessions, and it did so again on March 22. But what does an inversion really mean for equity returns? Equities, Rising Rates, Volatility Likes 0 SHARE Bookmarks
April 10, 2019 Equity Investing When Turbocharged Growth Is Gone by Mark Phelps In today’s low-growth, low interest-rate environment, investors should be patient, and look for opportunities to use volatility to get into desirable investments at the price you’re willing to pay. Equities, Late-Cycle Investing, Volatility Likes 0 SHARE Bookmarks
March 18, 2019 Looking Forward, Looking Back: 10 Charts After 10 Years Just over a decade ago, global markets began to recover from the biggest shock in postwar history. These 10 charts show both how much has changed since then and how post-crisis market conditions may influence the next decade. Active & Passive , Equities, Fixed Income, Volatility Likes 0 SHARE Bookmarks
February 12, 2019 High Yield: The Comeback Kid How swift will the high-yield recovery be? How likely is it to be sustained? History sheds some light. Fixed Income, Late-Cycle Investing, Volatility Likes 0 SHARE Bookmarks