February 05, 2019 Can a High-Yield Allocation Still Offset Equity Volatility? by Gershon Distenfeld Should you be concerned that high-yield bonds didn’t predict last year’s equity market selloff? We don’t think so. In fact, we think investors should consider adding high-yield exposure to reduce overall risk. Fixed Income, Later in the Cycle, Volatility Likes 0 SHARE Bookmarks
January 30, 2019 Building a Macro-Resistant Equity Portfolio by Kent Hargis, Sammy Suzuki, Chris Marx After a volatile year in global markets, equity investors are on high alert. With so much uncertainty about the macroeconomic growth outlook, we think it's important to make sure that an equity allocation is positioned to do well no matter what happens to the economy. Equities, Rising Rates, Volatility Likes 0 SHARE Bookmarks
January 22, 2019 Are Global Stocks Divorced from Reality? by Mark Phelps, Dev Chakrabarti Equities declined around the world in 2018, and valuations fell sharply. The risks are clearly significant—but have stocks fallen too far? With earnings still expected to advance this year, we think selective investors can find attractive entry points. Equities, Rising Rates, Volatility Likes 0 SHARE Bookmarks
January 15, 2019 How to Keep Your Balance in Shaky Bond Markets by Matthew Sheridan Bond strategies that balance interest-rate and credit risk struggled in 2018. Is this time-tested approach past its prime? Hardly. We think investors will need to blend exposure to both to generate income and limit risk in 2019. Fixed Income, Later in the Cycle, Rising Rates, Volatility Likes 0 SHARE Bookmarks
January 14, 2019 It’s Different This Time: Risk Is Up and Here to Stay by Daniel J. Loewy, Caglasu Altunkopru, Martin Atkin Investors are likely to remember 2018 as the end of the era of easy money, low volatility and steady margin expansion. Investing will be more challenging in 2019—and diversification will be more important than ever. Asset Allocation, Multi-Asset, Volatility Likes 0 SHARE Bookmarks
January 14, 2019 US Equities: Could 2018 Pain Become 2019 Gain? by James T. Tierney, Jr., Frank Caruso, Kurt Feuerman With US stocks facing multiple risks, it’s easy to lose sight of the positive trends that could help the market recover. In 2019, investors should search for select stocks with the right attributes to produce positive surprises in a potentially tricky market environment. Equities, Rising Rates, Volatility Likes 0 SHARE Bookmarks
January 10, 2019 Steering Equity Portfolios Through Stormy Style Seas by David Dalgas, Klaus Ingemann, Thomas Christensen As volatility returned to global markets in 2018, return patterns for equity styles were very unstable. With more signs of turbulence ahead, investors should prepare to reduce the impact of short-term factor swings on portfolio performance. Equities, Volatility Likes 0 SHARE Bookmarks
January 09, 2019 Fixed-Income Outlook: Three Themes We’re Watching in 2019 by Douglas J. Peebles The past year was a rough ride for bond investors. Will 2019 deliver more of the same? Economics, Fixed Income, Rising Rates, Volatility Likes 0 SHARE Bookmarks
January 03, 2019 Don’t Rely on Cheap Oil to Power Equity Markets by Sharat Kotikalpudi It’s taken for granted in financial circles that lower oil prices are a boon for stocks, as they fuel an economy-boosting cycle in which money saved at the pump ultimately flows to the market. But oil prices that are too low could be too much of a good thing. Multi-Asset, Volatility Likes 1 SHARE Bookmarks
January 02, 2019 Global Equities: 2018 Review, 2019 Outlook by Sharon Fay One big lesson for investors from 2018 is that you can’t really anticipate every political or economic risk that comes up and try to insulate your portfolio from all of it. As we enter 2019, there are reasons to be defensive, but also spread your exposure to some undervalued opportunities. Asset Allocation, Equities, Volatility Likes 0 SHARE Bookmarks
December 12, 2018 When It’s Rocky, Keep Your Bonds Balanced by Matthew Sheridan Including interest-rate sensitive bonds and credit in a single strategy usually reduces risk. This year was a little different. But don’t fret: there are plenty of reasons to stick with a balanced approach in 2019. Fixed Income, Rising Rates, Volatility Likes 0 SHARE Bookmarks
December 11, 2018 Ready and Able to Exploit Equity Volatility by Frank Caruso Recent volatility in equity markets has certainly increased anxieties for many investors. But we believe in being prepared and ready to exploit volatility—to position a portfolio for what will drive excess performance over the next three to five years. Equities, Volatility Likes 0 SHARE Bookmarks
December 06, 2018 The Markets Are Volatile. The Fed Can Live With That. by Eric Winograd A rapid rise in US interest rates has put financial markets on the defensive lately. Will the Federal Reserve respond by slowing the pace of its tightening campaign? Don’t bet on it. Economics, Policy & Regulation, Volatility Likes 0 SHARE Bookmarks