January 19, 2021 When Markets Are Recovering, Don’t Ignore Volatility by Kent Hargis, Sammy Suzuki, Chris Marx Global stocks rebounded sharply from the coronavirus market crash in 2020, but the ride was rocky. With so many risks clouding the outlook, we believe that investors should focus on generating a smoother pattern of returns through the recovery from COVID-19. Coronavirus, Equities, Volatility Likes 0 SHARE Bookmarks
January 19, 2021 Rediscovering the Appeal of Emerging Market Equities by Sammy Suzuki, Laurent Saltiel, Henry S. D'Auria Emerging-market stocks rebounded in 2020 even as the COVID-19 pandemic spread globally. As vaccines and other favorable conditions unfold, investors have good reasons to consider EM equities in 2021 while strategically considering their potential risks. Coronavirus, Emerging Markets, Equities Likes 0 SHARE Bookmarks
January 13, 2021 2021 Municipal Outlook: Reasons for Optimism by Daryl Clements, Terrance Hults, Matthew Norton Municipal bond issuers’ financial health and resiliency—which helped in 2020—should support opportunities for active muni investors in 2021. Fixed Income, Municipals Likes 0 SHARE Bookmarks
January 12, 2021 US Recovery Reveals Hidden Value in Smaller Stocks by James MacGregor, Erik Turenchalk Small-cap US stocks rebounded sharply in the fourth quarter. Yet the recovery may still be in its early stages—particularly for smaller-cap value stocks—as pandemic risks recede and earnings drivers kick in during 2021. Coronavirus, Equities Likes 0 SHARE Bookmarks
January 12, 2021 2021 Outlook: Will Global Credit Be in the Sweet Spot? by Jørgen Kjærsgaard, Tiffanie Wong, Will Smith Credit markets have staged an epic rebound from the depths of March 2020. But in a low-growth, low-yield world, we believe there may be more room to run in 2021. Coronavirus, Fixed Income, Low-Yield Environment Likes 0 SHARE Bookmarks
January 08, 2021 It’s 2021: What’s Ahead? by Ken Haman Now’s the time to put the challenges of 2020 behind us and start the new year with a fresh perspective. While we can’t predict the future, we can break away from old behaviors and be intentional about our choices in the new year. Advisor Institute Likes 0 SHARE Bookmarks
January 07, 2021 Emerging-Market Sovereigns: Pandemic Aftermath Sets Stage for Cyclical Uplift by Shamaila Khan, Adriaan du Toit Emerging-market sovereign debt has rebounded sharply off the lows, but this hard-hit sector offers attractive yields and compelling growth opportunities to discerning investors. Coronavirus, Emerging Markets, Fixed Income Likes 0 SHARE Bookmarks
January 05, 2021 2021 Outlook: Bond Investing in the Wake of COVID-19 by Scott DiMaggio, Gershon Distenfeld AB’s Co-Heads of Fixed Income weigh in on systemic risk, areas of opportunity and the hunt for yield in 2021. Coronavirus, Fixed Income, Low-Yield Environment, Volatility Likes 0 SHARE Bookmarks
January 05, 2021 Should Equity Investors Change Course for 2021 Recovery? by Christopher Hogbin After an extraordinary year, market distortions have created opportunities for investors to broaden equity exposures despite uncertainties about the recovery. Coronavirus, Equities Likes 0 SHARE Bookmarks
December 18, 2020 Why Should We Remember the Year of the Missing Toilet Paper? by Ken Haman The events of 2020 remind us that life is complicated and fragile and that being prepared really does matter. Could this inspire you to become a character of great significance in the lives of your clients because of how you comfort, lead and inspire them? Advisor Institute Likes 0 SHARE Bookmarks
December 16, 2020 Crisis Dashboard: Big Data Helps Paint the Big Picture (December Update) by Jonathan Berkow, Scott Krauthamer As investors look for signs of a return to normalcy from the coronavirus crisis, they have a dizzying array of indicators to choose from. We’ve assembled a group of signals, with the help of big data, that may point the way. Coronavirus, Economics, Equities, Fixed Income Likes 2 SHARE Bookmarks
December 15, 2020 Could Chinese Bond Defaults Benefit Investors in the Long Run? by Jenny Zeng, Hua Cheng Recent SOE bond defaults signal Beijing’s willingness to let markets price risk more accurately. China, Emerging Markets, Fixed Income, Policy & Regulation Likes 0 SHARE Bookmarks
December 08, 2020 Low Rates Rev Up Technology Innovation for Equity Investors by Lei Qiu When the cost of capital is so low, it fuels funding for innovation that ultimately fills the pipeline with robust opportunities for equity investors, especially in technology. Equities Likes 0 SHARE Bookmarks
December 04, 2020 The Pandemic Hits the Housing Market. What Can Advisors Do? by Ken Haman People are fleeing the cities and re-envisioning their lifestyles. Why are advisors neglecting the opportunities to fully engage with their clients during this lifestyle shift? A robust Standard of Care can help ensure that you provide clients with the services they need in today’s environment. Advisor Institute Likes 1 SHARE Bookmarks
December 04, 2020 A Road Map to the Coming US Economic Cycle by Eric Winograd With a greater level of clarity than we’ve had since the COVID-19 pandemic, we’re getting a better sense of how the US economy might shape up over the next few months, into 2022 and beyond. We see three distinct stages over that time frame. Economics, Fixed Income, Inflation, Low-Yield Environment Likes 0 SHARE Bookmarks
November 30, 2020 Looking Ahead to 2021: Income and Opportunity by Gershon Distenfeld, Matthew Sheridan AB Co-Head of Fixed Income Gershon Distenfeld and portfolio manager Matt Sheridan discuss what the global credit markets may have on offer for 2021. Fixed Income, Low-Yield Environment Likes 0 SHARE Bookmarks