June 17, 2021 Carbon Handprints: A Climate-Positive Framework for Equity Investors by Dan Roarty, David Wheeler Evaluating carbon handprints, or the way a product or service affects the environment, is a good way to find companies that are providing powerful solutions to the world’s climate challenges while offering attractive growth potential. Equities, Responsible Investing/ESG Likes 0 SHARE Bookmarks
June 15, 2021 ESG Managers to High-Yield Issuers: Don’t Stand Still by Shawn Keegan, Salima Lamdouar, Jackie Pincus ESG-linked bonds have become very popular in investment-grade markets. We think the time is right for high-yield issuers to join in. For investors, that means new opportunities. Fixed Income, Responsible Investing/ESG Likes 0 SHARE Bookmarks
June 15, 2021 Post-Pandemic Policymaking Could Drive Emerging Markets Apart by Adriaan du Toit Slow vaccine rollouts threaten not only to take a sizable human toll but also to scar some emerging economies. Coronavirus, Economics, Emerging Markets, Fixed Income Likes 0 SHARE Bookmarks
June 10, 2021 Muni Strategies for an Inflationary Climate by Daryl Clements Inflation concerns have many muni bond investors bracing for impact on returns. Inflation-protection strategies can help, but the key is to be thoughtful. Fixed Income, Inflation, Municipals Likes 0 SHARE Bookmarks
June 08, 2021 High Yield: Rising Stars and Other Omens by Robert Hopper, Susan Hutman, Will Smith High yield bonds are trading at historically tight spreads, but there’s more happening in credit markets than meets the eye. Are Rising Stars a signal of market opportunities? Fixed Income Likes 0 SHARE Bookmarks
June 08, 2021 Healthcare Stocks: Four Questions for the Recovery by Vinay Thapar, Ryan Oden Returns for healthcare stocks have been disappointing through the market’s recovery from the pandemic. But there’s still plenty of promising growth potential to be found. These four questions can help investors identify areas of interest. Coronavirus, Equities Likes 0 SHARE Bookmarks
June 03, 2021 Crisis Dashboard: Big Data Helps Paint the Big Picture (June 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
June 03, 2021 What’s Behind the Value-Growth Performance Gap? by Avi Lavi Global value stocks still trade at a near-record discount to growth stocks, even after handily outperforming since November. That’s a huge turnaround after growth stocks had dominated for many years. So what was behind the prolonged winning streak for growth that created today’s extreme valuation gap? Equities, Rising Rates Likes 0 SHARE Bookmarks
May 27, 2021 The Fed Will Likely Taper…but Don’t Expect a Tantrum by Eric Winograd Investors have begun to speculate about when the Fed will start tapering its quantitative easing (QE) asset purchases—we think later this year. But officials have learned from their past mistakes and will likely take steps to avoid a repeat of 2013’s “taper tantrum.” Economics, Fixed Income, Inflation, Rising Rates Likes 0 SHARE Bookmarks
May 25, 2021 Deciphering China’s 2060 Carbon-Neutral Plan by John Lin, Jenny Zeng China’s 2060 carbon-neutral framework reveals how Beijing envisions the country’s economic future. As efforts to generate more sustainable growth progress, the transition to a greener economy will create diverse new investment opportunities. China, Emerging Markets, Equities, Fixed Income, Responsible Investing/ESG Likes 0 SHARE Bookmarks
May 21, 2021 What Are the Four Different Types of Clients? by Ken Haman Many financial advisors are fascinated by personality-testing models but struggle when applying the information to their daily work. We’ve developed a simple model that you can use to navigate relationships with your clients. Advisor Institute Likes 0 SHARE Bookmarks
May 21, 2021 Stable Retirement Income Is a Process, Not One & Done by Jennifer DeLong, Andrew Stumacher, Howard Li DC plan participants who secure guaranteed retirement income over time—much like dollar cost averaging—rather than all at once at retirement tend to be better insulated from the impact of market and interest-rate volatility on income. Plan Design Likes 0 SHARE Bookmarks
May 19, 2021 Uncovering Hidden Risks in Passive Equity Portfolios by Christopher Hogbin, Shri Singhvi Passive equity portfolios continue to gain popularity. But a small group of outperforming stocks have driven most of the gains in recent years. Concentration risk could become a big burden if the favorable environment for these companies sours. Active & Passive , Equities Likes 0 SHARE Bookmarks
May 18, 2021 Making Sense of ESG Bond Structures by Shawn Keegan, Salima Lamdouar Investors are eager to buy bonds that help create a better, more sustainable world. Here’s how to navigate the evolving landscape. Fixed Income, Responsible Investing/ESG Likes 1 SHARE Bookmarks
May 12, 2021 Why Munis Should Hold Their Shine Amid Higher Rates by Daryl Clements Municipal bonds have held up well this year, despite rising interest rates and inflation. Munis’ long-term outlook is strong too. What accounts for their outperformance in today’s environment? Fixed Income, Inflation, Municipals, Rising Rates Likes 0 SHARE Bookmarks
May 11, 2021 Will COVID-19 Accelerate Euro-Area Integration? by Darren Williams, Nicholas Sanders The political response to the COVID-19 crisis may be positive for the European integration project—and for euro-area bond markets. Coronavirus, Economics, Fixed Income, Low-Yield Environment Likes 0 SHARE Bookmarks