August 03, 2020 Data Science: Start with a Question by Chris Marx, Jonathan Berkow Data science is most effective when it starts with a deep, fundamental question. What’s the key question that the research is trying to answer? From that starting point, data scientists work very closely with research analysts to deploy the right data and tools to find an answer. Coronavirus, Equities, Tech & Innovation Likes 0 SHARE Bookmarks
August 03, 2020 3Q:2020 Capital Markets Outlook Broadcast by Richard Brink Governments across the globe worked to offset pressures created by the novel coronavirus during the quarter. While the massive government response has been successful so far, the critical question remains – Will the response be long enough and strong enough to bridge to the other side of the virus? Economics Likes 0 SHARE Bookmarks
July 31, 2020 Capturing the Ups and Downs in Coronavirus Equity Markets by Kent Hargis, Sammy Suzuki, Jillian Geliebter Several equity factors diverged significantly from their typical performance patterns during the COVID-19 crisis. By understanding how factor returns behaved in this market correction relative to their historic norms, investors can not only prepare for future volatility but also take advantage of short-term market dislocations. Active & Passive , Coronavirus, Volatility Likes 0 SHARE Bookmarks
July 28, 2020 The Trillion-Dollar Question: Will the Corporate Borrowing Binge Cause Lasting Damage? by Susan Hutman US Investment-grade corporate bond issuance has rolled past US$1 trillion so far in 2020. What are the long-term effects of this explosive borrowing? Coronavirus, Fixed Income, Late-Cycle Investing Likes 0 SHARE Bookmarks
July 28, 2020 There’s More Than “Data” in Data Science by Chris Marx, Jonathan Berkow The COVID-19 crisis has made data science even more important. Today, data scientists are collaborating with research analysts to fill in the gaps with a few mouse clicks when social distancing restrictions limit the mobility of on-the-ground efforts. Coronavirus, Equities, Tech & Innovation Likes 0 SHARE Bookmarks
July 24, 2020 Mastering the Virtual Practice: Virtual vs. Face-to-Face Meetings by Ken Haman Virtual meetings significantly reduce the role of social instincts, and attendees often feel the freedom to multitask or disengage. However, by taking a proactive approach, you can keep virtual meetings on track. Advisor Institute Likes 0 SHARE Bookmarks
July 23, 2020 Income Assets Are Down but Not Out by Karen Watkin Higher-income assets underperformed in the second-quarter rebound. But that also means there’s pent-up potential in income-generating assets that may begin to show in later stages of the recovery. Coronavirus, Low-Yield Environment, Multi-Asset, Volatility Likes 0 SHARE Bookmarks
July 23, 2020 Small Ways Muni Investors Can Make a Big Difference by Eric Glass, Michelle Dunstan Investors increasingly want to align their financial goals with a commitment to improving the lives of others. Two recent projects showcase how municipal bond investors are making an impact. Fixed Income, Municipals, Responsible Investing/ESG Likes 0 SHARE Bookmarks
July 23, 2020 EU Recovery Fund: No Gamechanger but a Clear Positive by Darren Williams The new European Union (EU) recovery fund is not quite the giant step toward fiscal union that some commentators claim. But it cements an increasingly impressive policy response to COVID-19 that warrants cautious optimism on the cyclical outlook. Coronavirus, Economics Likes 0 SHARE Bookmarks
July 20, 2020 Emerging-Market Equities: Looking Past the Pandemic by Laurent Saltiel, Sergey Davalchenko, Naveen Jayasundaram In emerging markets, some industries and countries are in better shape than others. And many businesses have the right qualities to benefit from structural changes now and long after local conditions improve. Coronavirus, Emerging Markets, Equities Likes 0 SHARE Bookmarks
July 17, 2020 Crisis Dashboard: Big Data Helps Paint the Big Picture (July Update) by Jonathan Berkow, Scott Krauthamer Many investors are looking for emerging signs of a return to normalcy from the coronavirus crisis. While there are many 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 0 SHARE Bookmarks
July 17, 2020 The Ripple Effect: COVID-19 and Multi-Asset Portfolio Construction by Caglasu Altunkopru In addition to its tragic human toll, COVID-19 triggered the sharpest recession in recent history, and efforts to control its spread have transformed the way we work, the way we shop and how we connect with others. We think these changes will last awhile—with implications for asset allocation. Asset Allocation, Coronavirus, Multi-Asset Likes 0 SHARE Bookmarks
July 14, 2020 US Banks Look Better than Fed Stress Tests Suggest by Kurt Feuerman The Fed’s recent stress tests raised concern about solvency risks to US banks. But as second-quarter earnings season begins, investors may find that some banks are much more resilient than expected. Coronavirus, Equities Likes 0 SHARE Bookmarks
July 10, 2020 Mastering the Virtual Practice: 10 Reasons Why Virtual Meetings Are Harder by Ken Haman Virtual meetings are inherently different from face-to-face encounters, largely because they eliminate many of the social obligations that deeply influence interpersonal behaviors. Experience with conducting virtual meetings in a variety of contexts has revealed that they are typically harder to manage than live meetings. Advisor Institute Likes 1 SHARE Bookmarks
July 09, 2020 Midyear Outlook: Bond Investing in the Era of Low and No Yield by Scott DiMaggio, Gershon Distenfeld Low yields plus rising defaults seemingly leave little ground for bond investors seeking safety or income—or both. But for investors who remain flexible, those objectives aren’t as distant as many think. Coronavirus, Fixed Income, Low-Yield Environment, Volatility Likes 0 SHARE Bookmarks
July 06, 2020 Lopsided Equity Rally Highlights Growing Market Risks by Christopher Hogbin Global equities rebounded sharply in the second quarter. But new risks are looming as companies and countries count the costs of the pandemic. Active & Passive , Coronavirus, Equities, Low-Yield Environment, Volatility Likes 0 SHARE Bookmarks