October 16, 2018 Bond Managers Power Up for the Digital Future by Gershon Distenfeld, Scott DiMaggio, Jeff Skoglund, James Switzer The digital revolution took its time getting to fixed income, but today it’s transforming the investing landscape. Already, major advances in technology are helping early adopters gain unique insights and act faster in markets where speed and alpha are increasingly and inextricably linked. Fixed Income Likes 0 SHARE Bookmarks
October 11, 2018 Will US Yields Continue to Climb? US Treasury yields have risen in response to strong economic growth. In the first week of October, the yield on the 10-year bond surged to its highest level in more than seven years. The question is: Do yields have more room to run? Fixed Income, Rising Rates Likes 0 SHARE Bookmarks
October 08, 2018 How Low Can Emerging Markets Go? by Sharon Fay Emerging-market (EM) stocks fell in the third quarter and continued to diverge sharply from developed-market equities. While it may be too soon to buy into the weakness, investors should watch for signs that could herald a quick rebound. Emerging Markets, Equities Likes 0 SHARE Bookmarks
October 02, 2018 NAFTA 2.0: A Bold New Beginning? Or a Modest Rewrite? by Eric Winograd The revised NAFTA deal relieves uncertainty for Canada and avoids a possible Mexican barrier to ratification. But what does it really mean for the three countries involved—or for trade tension with China? Economics, Trade Wars Likes 0 SHARE Bookmarks
October 02, 2018 Retirement and Beyond: Congress Considers Changes to the Way Americans Save by Karen W. Scheffler With the midterm elections looming and an executive order that underscores President Trump’s interest in how Americans save for retirement, it’s increasingly possible that Congress could approve substantive retirement reform in the coming weeks. Plan Design, Policy & Regulation Likes 0 SHARE Bookmarks
September 27, 2018 The Fed’s on Auto-Pilot—For Now by Eric Winograd When it comes to the official US short-term interest rate, the Federal Reserve now appears to be on autopilot, with three more quarter-percentage-point increases likely by mid-2019. But after that, things should get more complicated. Economics, Rising Rates Likes 0 SHARE Bookmarks
September 26, 2018 What the US Midterm Elections Mean for Policy and the Markets by Scott Krauthamer Will Democrats retake the House of Representatives in the US midterm elections this fall? Will it matter for your investment portfolio if they do? Probably not so much, although a Democratic sweep of both houses could be more disruptive. Equities, Fixed Income, Policy & Regulation, Volatility Likes 0 SHARE Bookmarks
September 25, 2018 Healthcare’s New Vitamin D: Data Analytics by Vinay Thapar Harnessing the potential of Big Data will be a major factor in the future of healthcare. And some of the greatest innovations in the sector’s future may not come from companies in healthcare, but from technology companies. Equities Likes 0 SHARE Bookmarks
September 24, 2018 Loans Occasionally Beat High Yield—but Not for Long When it comes to US high-yield bank loans, we don’t mince words: we think the risk rarely justifies the potential reward. Fixed Income, Rising Rates Likes 0 SHARE Bookmarks
September 24, 2018 How to Manage Volatility If volatility unnerves you, think about strategic approaches to building investment strategies that can keep you on course when turbulence strikes. Equities, Volatility Likes 0 SHARE Bookmarks
September 20, 2018 Responsible Investors Should Focus on ESG “Offenders” by Valerie Grant, Michelle Dunstan Investing in companies that have favorable ratings on environmental, social and governance (ESG) issues has become increasingly popular. But investors might do better targeting companies with poor ESG ratings and a clear commitment to mend their ways. Equities, Responsible Investing/ESG Likes 0 SHARE Bookmarks
September 19, 2018 Seven Ways Fixed-Income Investors Will Benefit from the Digital Revolution by Gershon Distenfeld, Scott DiMaggio, Jeff Skoglund, James Switzer At long last, fixed-income investing is entering the digital age—and investors should pay close attention to what their asset managers are doing to keep up. From better pricing to better solution design, the digital revolution that’s transforming the fixed-income management landscape can lead to a host of benefits. Fixed Income Likes 0 SHARE Bookmarks
September 14, 2018 How the White House’s Proposals Affect Plan Sponsors and Advisors by Jennifer DeLong, Karen W. Scheffler President Trump’s most recent executive order creates the potential for significant changes in how private sector retirement plans operate. Policy & Regulation Likes 0 SHARE Bookmarks
September 14, 2018 Into the Unknown: Positioning Portfolios for an Unpredictable World by Klaus Ingemann, David Dalgas From the US-China trade war to the ongoing Brexit negotiations, global investors are grappling with a wide array of unpredictable events. Yet with the right approach, equity portfolios can confidently cope with the next bout of market uncertainty. Equities Likes 0 SHARE Bookmarks
September 12, 2018 Emerging Markets: It’s Not All About Turkey by Sammy Suzuki Investors in emerging-market (EM) stocks have taken a big hit as Turkey’s crisis has escalated. But a closer look inside the EM benchmark suggests that the entire developing world isn’t broken. Economics, Emerging Markets, Equities Likes 0 SHARE Bookmarks
September 12, 2018 Are Bank Loans a Cure for Rising Rates? History Suggests Otherwise by Douglas J. Peebles, Gershon Distenfeld Investors tend to think of floating-rate bank loans as the cure for rising interest rates. But our research suggests that a rising-rate environment has historically been the worst time to buy loans. Fixed Income, Rising Rates Likes 0 SHARE Bookmarks