January 17, 2020 How to Balance Your Bond Portfolio in 2020 by Matthew Sheridan In a low-yield, late-cycle environment, the right mix of credit securities and government bonds can help fixed-income investors boost income and tame volatility. Fixed Income, Late-Cycle Investing, Volatility Likes 0 SHARE Bookmarks
January 17, 2020 Are Low-Volatility Stocks Too Expensive? by Kent Hargis, Sammy Suzuki, Chris Marx Even as global stocks climbed in 2019, market volatility persisted. By some measures, lower-volatility stocks now look quite expensive. But in fact, high-quality stocks that can help protect portfolios can be found at reasonable prices, if you know where to look. Active & Passive , Equities, Volatility Likes 0 SHARE Bookmarks
January 09, 2020 Fixed Income Outlook: Keep an Eye on Systemic Risks in 2020 by Scott DiMaggio, Gershon Distenfeld With bond yields near record lows, can fixed-income markets generate solid returns in 2020 without forcing investors to take too much risk? From a fraught geopolitical landscape to a global slowdown, we assess today’s biggest challenges—and opportunities. Fixed Income, Late-Cycle Investing, Trade Wars, Volatility Likes 0 SHARE Bookmarks
January 07, 2020 Equity Outlook: Between Optimism and a Hard Place in 2020 by Sharon Fay, Christopher Hogbin Global stock markets rallied in 2019, defying political and macroeconomic uncertainty. Will investors be as fortunate in 2020? Since many risks remain, maintaining style diversity and finding investing themes that are detached from volatility drivers will be important ingredients for equity allocations. Equities, Volatility 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 1 SHARE Bookmarks
November 18, 2019 Three Ways to Bolster Downside Protection by Robert Milano For a long time, investors had gotten accustomed to low volatility and high levels of returns. But 2018 brought volatility back into the investing equation. Although 2019 has delivered strong market performance, fundamentals appear to be deteriorating in certain parts of the market. The need for downside protection is important going forward. Asset Allocation, Volatility Likes 0 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, Late-Cycle Investing, Volatility 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, Late-Cycle Investing, Volatility Likes 0 SHARE Bookmarks
September 24, 2019 How High Yield May Reduce Portfolio Risk by Gershon Distenfeld Want to reduce overall portfolio risk without giving up on income? Consider high-yield bonds. Fixed Income, Late-Cycle Investing, Volatility Likes 0 SHARE Bookmarks
September 23, 2019 US Equities: Take Care with Leverage by James T. Tierney, Jr. Many US corporations are indulging heavily in leverage. That may be all right for now, but if economic conditions deteriorate, those highly leveraged companies will face difficulties in the next few years. But investors can find active equity solutions that generate returns without the risk of excess leverage. Late-Cycle Investing, Volatility Likes 0 SHARE Bookmarks
September 17, 2019 How Balanced Income Can Help in Today’s Markets by Matthew Sheridan Investors can find income in US bond markets—but this late in the credit cycle, the right approach can make a big difference. Fixed Income, Late-Cycle Investing, Volatility Likes 0 SHARE Bookmarks
September 11, 2019 Income Investing When (Trade) Tensions Run High by Monika Carlson Trade tensions—and the volatility they bring—are forcing investors to think about new ways to generate low-volatility income. A mortgage income strategy that balances high-quality securities with historically high-returning ones can help Fixed Income, Late-Cycle Investing, Trade Wars, Volatility Likes 0 SHARE Bookmarks
September 04, 2019 Three Ways to Manage Fixed-Income Liquidity Risk by Markus Peters, Flavio Carpenzano Liquidity risk grabbed headlines this summer on the heels of several high-profile fund implosions. The hunt is now on to find ways to manage market liquidity risk and to protect portfolios against liquidity crunches. We’ve pinpointed three essential practices. Fixed Income, Volatility Likes 0 SHARE Bookmarks