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
September 11, 2018 Diagnosing Healthcare Stocks by Vinay Thapar While many investors in healthcare stocks may try to focus on predicting scientific outcomes, we take a different approach. We look at the return on invested capital (ROIC), and that’s how we find opportunities. Equities Likes 0 SHARE Bookmarks
September 07, 2018 Rising Brand Power Boosts China’s Investment Appeal by Laurent Saltiel, Sergey Davalchenko, Naveen Jayasundaram, Kate Huang China is often seen as a source of low-cost manufacturing. Yet today, many Chinese companies are building world-class brands that are overtaking global competitors at home—and are not fully understood by investors. Emerging Markets, Equities Likes 0 SHARE Bookmarks
September 04, 2018 US Stocks: Three Reasons to Invest Now by David Wong, Scott Krauthamer US stocks continue to pose big questions for investors. After nine years of strong gains, concerns about market conditions are rife. But we think US stocks are more attractive than perceived for three main reasons. Equities Likes 0 SHARE Bookmarks
August 30, 2018 How Contagious Is Turkey? by Morgan Harting, Christian DiClementi The Turkish lira has dropped 38% as of August 28, putting pressure on inflation as well as the country’s debt-heavy corporations and banks. Investor jitters have spread over the past week to some other emerging markets and European banks with Turkish exposure, but we don’t expect contagion to expand much further from here. Currency, Emerging Markets, Fixed Income, Multi-Asset, Volatility Likes 0 SHARE Bookmarks
August 27, 2018 Imbalance of Trade: What Trade Wars Mean for Market Stability by Douglas J. Peebles Reduced global trade may have the unintended consequence of strengthening the US dollar, raising interest rates and pushing down stock prices. Together with tighter Federal Reserve policy, these developments may increase market turbulence. Currency, Fixed Income, Trade Wars, Volatility Likes 0 SHARE Bookmarks
August 21, 2018 Reading the Signs: Investment-Grade Bonds Present Warning and Opportunity by Gershon Distenfeld US investment-grade corporate bonds look cheaper today than their lower-quality counterparts in the high-yield market. Is this the buying opportunity of a lifetime? Not exactly. A closer look reveals there’s actually method to the madness. Fixed Income, Rising Rates, Volatility Likes 0 SHARE Bookmarks
August 21, 2018 With Stocks, Short-Term Is Short-Sighted by Frank Caruso Asset prices have far outstripped the underlying fundamental performance of many businesses, and that may pose challenges for investors now that developed economies are beginning to normalize interest rates. Equities, Rising Rates Likes 0 SHARE Bookmarks