September 30, 2020 For DC Plans, Pandemic Reinforces Value of Consultants and Advisors by Jennifer DeLong Economic and market turmoil from the COVID-19 pandemic underscores the need for sponsors to shore up their plans. Can consultants and advisors help? We believe they can—not just during the crisis but with what’s coming beyond it. Plan Design, Policy & Regulation Likes 0 SHARE Bookmarks
September 30, 2020 US Treasuries, German Bunds Still Anchor to Windward Recent history suggests that low—and even negative—yields don’t eliminate the offset to risk assets provided by government bonds. Fixed Income, Low-Yield Environment Likes 0 SHARE Bookmarks
September 25, 2020 Want to Rock That Video Call? by Ken Haman Videoconferencing is becoming routine, mundane and overused. Here are tips for looking and sounding your best on a video call so that your audience stays engaged and you can rock that call. Advisor Institute Likes 1 SHARE Bookmarks
September 24, 2020 Corporate Culture: The Secret Sauce for Growth Success by Frank Caruso, Chris Kotowicz, Ryan Oden Investors don’t often pay much attention to corporate culture. But cultural norms can make the difference between success and failure, especially for growth companies. Equities, Responsible Investing/ESG Likes 1 SHARE Bookmarks
September 23, 2020 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 0 SHARE Bookmarks
September 22, 2020 How Currency Hedging Can Boost Yield by Erin Bigley Today’s low and negative global yields may look much more attractive after hedging into US dollars. Currency, Fixed Income, Low-Yield Environment Likes 0 SHARE Bookmarks
September 18, 2020 Rational Exuberance? Explaining Global Equity Market Gains by Mark Phelps Global stock markets seem to be defying the reality of recessions this year. Despite recent volatility, we think market gains for the year are more rational than perceived, given the powerful impact of stimulus and low rates on stock valuations. Coronavirus, Equities, Volatility Likes 0 SHARE Bookmarks
September 16, 2020 Brexit Negotiations: One Minute to Midnight by Darren Williams The Brexit negotiations are growing more adversarial with no signs of agreement on key issues. The most likely outcomes are now the hardest and most disruptive Brexit scenarios—leading to further potential weakness for the UK’s currency. Brexit, Economics Likes 0 SHARE Bookmarks
September 15, 2020 The Myth of Low Yields and Low Returns by Erin Bigley Don’t fear low yields. Low and negative yields don’t necessarily mean low or negative returns. Fixed Income, Low-Yield Environment Likes 0 SHARE Bookmarks
September 11, 2020 How to “Keep Your Close On” by Ken Haman The best reason to conduct a virtual meeting is to motivate some kind of action. This means that a well-managed meeting is always moving toward a clear and specific close. There are six steps to a meeting’s flow that will help you “keep your close on.” Advisor Institute Likes 1 SHARE Bookmarks
September 10, 2020 The End Game: How Governments Might Tackle Debt Burdens by Darren Williams, Guy Bruten A wave of policy support to stabilize the world economy has left developed nations with a growing public debt load. What path will governments follow to address the issue? History offers several debt-reduction templates. Coronavirus, Economics, Inflation, Low-Yield Environment Likes 0 SHARE Bookmarks
September 10, 2020 For Multi-Asset Investors, Defense Is Now a Team Effort by Daniel J. Loewy, Vinod Chathlani, Jess Gaspar Sovereign bonds have long been the prime defensive asset for multi-asset portfolios. But in today’s extraordinary market conditions, should investors make more extensive use of other defensive choices? Asset Allocation, Multi-Asset Likes 0 SHARE Bookmarks
September 08, 2020 Don’t Ditch Duration by Erin Bigley Giving up duration creates its own risk. Instead of ditching duration, investors should consider pairing government bonds with an allocation to credit. Fixed Income, Low-Yield Environment Likes 1 SHARE Bookmarks
September 04, 2020 Smaller Stocks Open Broader Windows to Emerging Markets by Sergey Davalchenko Equity investors in emerging markets (EM) typically focus on large-cap companies. But allocating to smaller companies can help broaden an EM allocation by providing a different mix of exposures to opportunities across countries and sectors—and can bring potential for higher added value. Emerging Markets, Equities Likes 0 SHARE Bookmarks
September 02, 2020 2020 US Election: What the Polls Could Mean for Policy and Markets by Eric Winograd With US elections about two months away, investors are intensifying their focus on the presidential and congressional contests. Historically, political transitions haven’t had much impact on the economy and markets, but this time could be different. Economics, Fixed Income, Policy & Regulation Likes 0 SHARE Bookmarks
September 01, 2020 Crisis Dashboard: Big Data Helps Paint the Big Picture (September 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