December 13, 2018 Going Out of Style? Value vs. Growth by Scott Krauthamer, Eric Sprow Recent market gyrations have many people asking: Is it time to pivot from a growth equities allocation to a value equities allocation? But that’s the wrong question. Instead of asking which style is likely to outperform, investors should be asking why they’re performing differently. Active & Passive , Equities Likes 0 SHARE Bookmarks
December 12, 2018 When It’s Rocky, Keep Your Bonds Balanced by Matthew Sheridan Including interest-rate sensitive bonds and credit in a single strategy usually reduces risk. This year was a little different. But don’t fret: there are plenty of reasons to stick with a balanced approach in 2019. Fixed Income, Rising Rates, Volatility Likes 0 SHARE Bookmarks
December 11, 2018 Ready and Able to Exploit Equity Volatility by Frank Caruso Recent volatility in equity markets has certainly increased anxieties for many investors. But we believe in being prepared and ready to exploit volatility—to position a portfolio for what will drive excess performance over the next three to five years. Equities, Volatility Likes 0 SHARE Bookmarks
December 10, 2018 European Equities: Three Big Themes to Watch in 2019 by Tawhid Ali, Andrew Birse With so much politically driven volatility in Europe, it’s easy to lose sight of what’s really happening in the markets. Investors in European stock markets should watch three big themes that we think will shape the environment next year. Equities Likes 0 SHARE Bookmarks
December 10, 2018 Less Favorable Growth-Inflation Mix in 2019 by Darren Williams As we get ready to move into 2019, the macro backdrop points to a less favorable mix of growth and inflation at a time when central bank balance sheets are starting to shrink. Even if growth is simply returning to trend, the year ahead is likely to be more challenging—with populism and China looming as key downside risks. AB IQ Likes 0 SHARE Bookmarks
December 07, 2018 The Upside/Downside of Global Risk in 2019 Global growth is moderating and inflation is rising. Drill down into specific regions and countries, however, and there’s a lot more variation. For example, growth is likely to remain strong in the US and could falter in China. The United Kingdom is grappling with Brexit, while the rise of populism in Italy creates serious concerns for the Euro area. Find our growth forecasts and the upside and downside risks driving our outlook for the world’s economies in our infographic below. AB IQ Likes 0 SHARE Bookmarks
December 06, 2018 The Markets Are Volatile. The Fed Can Live With That. by Eric Winograd A rapid rise in US interest rates has put financial markets on the defensive lately. Will the Federal Reserve respond by slowing the pace of its tightening campaign? Don’t bet on it. AB IQ Likes 0 SHARE Bookmarks
December 06, 2018 Populism: Get Used to It by Darren Williams Rising populism, slower growth and reduced liquidity top the list of downside risks to reckon with in 2019. That adds up to volatility in markets and more challenges for investors. AB IQ Likes 0 SHARE Bookmarks
December 05, 2018 The US Yield Curve Inverted. Time to Worry? by Erin Bigley, Scott Krauthamer What drove down US stocks this week? The answer may be the US bond market and what the shape of the yield curve is—or isn’t—telling us about the state of the economy. Equities, Fixed Income, Rising Rates, Volatility Likes 0 SHARE Bookmarks
December 03, 2018 New Year’s Resolutions for High-Income Investors by Gershon Distenfeld, Will Smith First, the bad news: high-income investors should saddle up for another bumpy ride in 2019. Now the good: with challenges come opportunities—and we see plenty on the horizon for investors who take the long view. Fixed Income, Rising Rates Likes 0 SHARE Bookmarks
November 30, 2018 Bridging the Healthcare Gap with Muni Bonds by Eric Glass, Erin Bigley Boston Medical Center is redefining the role healthcare providers play in improving the health and welfare of the city’s residents. Now impact investors can have a hand in fostering better outcomes, too. Fixed Income, Municipals, Responsible Investing/ESG Likes 0 SHARE Bookmarks
November 28, 2018 Active US Investors Gain Hedge Edge with Global Bonds by Erin Bigley Rates are low globally. But yield isn’t the only component to consider when investing. Active US-based investors can take advantage of differences between the US dollar and other currencies to pick up a decided edge by investing in international bond markets. Asset Allocation, Currency, Fixed Income, Rising Rates Likes 0 SHARE Bookmarks
November 28, 2018 Debt Bulge Raises Stakes for US Equity Investors by Frank Caruso, John Fogarty US corporate debt has surged over the past decade. As rates begin to rise from historic lows, focusing on quality companies with healthy balance sheets can help equity investors avoid danger zones. Equities, Rising Rates Likes 0 SHARE Bookmarks
November 28, 2018 Digital Revolution Checklist: Questions to Ask Your Manager When it comes to creating alpha, fixed-income managers that stay ahead of rapidly evolving technology will have an advantage over those that remain stuck in the analog world. But how do you assess how well your manager is navigating the changing technological landscape? Active & Passive , Fixed Income Likes 0 SHARE Bookmarks
November 27, 2018 Beyond the Sugar Rush: Strategic Stimulus for Chinese Stocks by John Lin, Stuart Rae Whenever the Chinese economy slows and its stocks take a serious hit, investors have come to expect the government to unleash large-scale fiscal and monetary stimulus. Another heaping spoonful of sugar may do more harm than good this time around, however. It’s time for the ailing market to take some medicine. Emerging Markets, Equities, Policy & Regulation, Trade Wars Likes 0 SHARE Bookmarks
November 15, 2018 Is the New Brexit Deal Already Dead? by Darren Williams With cabinet ministers resigning by the hour, it’s tempting to think that British Prime Minister Theresa May’s Brexit deal with the European Union (EU) is dead on arrival, and that a hard Brexit is now the most likely way forward. But some form of soft Brexit is still the most likely scenario, in our view. Economics, Policy & Regulation, Understanding Brexit Likes 1 SHARE Bookmarks