March 31, 2020 Big Market Selloff? Stay Dynamic With Risk Positioning by Sharat Kotikalpudi As risk assets tumbled in late February and March, it intensified the focus on risk management: How can multi-asset strategies defend against turbulence while positioning for an eventual rebound? The answer: Be ready to adapt—and to do it quickly. Asset Allocation, Coronavirus, Multi-Asset, Volatility Likes 0 SHARE Bookmarks
March 30, 2020 Five Investing Perspectives for the Coronavirus Crisis by Kent Hargis, Sammy Suzuki, Chris Marx Following these guidelines can help equity investors navigate the uncertainty created by the COVID-19 pandemic when selecting stocks and positioning portfolios. Coronavirus, Equities, Volatility Likes 0 SHARE Bookmarks
March 27, 2020 The Key Part of the US Fiscal Relief Package? Willingness to Act by Eric Winograd The historic US fiscal aid package isn’t a quick fix, but it provides welcome relief and will make it easier for the US economy to rebound when the coronavirus crisis eases. More important, it shows that Congress is willing to act swiftly and dynamically. Business Owners, Coronavirus, Economics, Equities, Fixed Income, Volatility Likes 0 SHARE Bookmarks
March 27, 2020 When Bad News Becomes a Good Thing by Ken Haman Client impulsivity and action, simply for the sake of action, are not good when it comes to making investment decisions. However, in times of panic, a prudent advisor can step in, organize a family’s financial affairs, deliver reassurance and be a calming presence while completing tasks that may have been neglected. Advisor Institute Likes 0 SHARE Bookmarks
March 25, 2020 Stress Testing Companies for an Impending Recession by James T. Tierney, Jr., Mark Phelps In the midst of a historic crisis, it’s hard to see through the fog. But investors who ask the right questions now will be able to identify companies that can make it through. Coronavirus, Equities, Volatility Likes 0 SHARE Bookmarks
March 24, 2020 Is Vietnam Ready to Fill China’s Supply Chain Gaps? by Min Zhou, Vivian Chen Postcard from Vietnam: On a research trip to Vietnam before the coronavirus crisis, our analysts discovered what it takes for manufacturers to outsource successfully. Coronavirus, Emerging Markets, Equities, Trade Wars Likes 0 SHARE Bookmarks
March 24, 2020 Five Ways Policymakers Can Beat the Coronavirus by Darren Williams Policymakers cannot avert a big near-term economic hit. But they can build the foundations for recovery—if they take the right steps now. Coronavirus, Economics Likes 0 SHARE Bookmarks
March 23, 2020 Remembering Walter Cronkite by Ken Haman Television remains one of the most influential distributors of information and ideas, yet the majority of Americans distrust the reports they get from TV. This distrust may stem from the fact that there is a lot of fear in the news today. How can advisors help clients make sense of the news and help them get back on rational footing? Advisor Institute Likes 0 SHARE Bookmarks
March 18, 2020 Could US Municipals Suffer as Coronavirus Spreads? by Daryl Clements Are municipal bond issuers vulnerable to the COVID-19 pandemic? We assess key sectors, from states to hospitals to airports. Active & Passive , Coronavirus, Fixed Income, Municipals Likes 0 SHARE Bookmarks
March 18, 2020 The Fed Could Roll Out De Facto Fiscal Policy Under Section 13(3) by Eric Winograd Conventional wisdom says the Fed is pretty much out of tools to support markets and an economy derailed by the coronavirus. But if things don’t stabilize soon or if the fiscal response is too slow, we expect the Fed to take on broad fiscal-like authority to funnel liquidity into struggling businesses and households. Coronavirus, Economics, Equities, Fixed Income, Volatility Likes 0 SHARE Bookmarks
March 16, 2020 China’s Coronavirus Experience: Lessons for Global Investors by John Lin, Stuart Rae The current market outlook is bleak. But if the US and Europe take the right steps and follow China’s playbook, we believe the world could ultimately follow the Chinese markets’ road to recovery. China, Coronavirus, Equities, Volatility Likes 0 SHARE Bookmarks
March 16, 2020 How Can European Policymakers Beat the Coronavirus? by Darren Williams Europe has changed swiftly from spectator to front-line combatant in the battle against the coronavirus. The potential damage from its spread is severe, but European policymakers are reacting robustly to the threat. Coronavirus, Economics Likes 0 SHARE Bookmarks
March 10, 2020 The Fed and Coronavirus: Is Fiscal Help Needed, Too? by Eric Winograd With markets reeling from concerns over the coronavirus and plummeting oil prices, the US Federal Reserve took another step Monday to shore up markets. The Fed has more in its toolbox, but fiscal policy may also be needed to fill a gap in the US economy. Coronavirus, Economics, Fixed Income, Late-Cycle Investing, Volatility Likes 0 SHARE Bookmarks
March 10, 2020 Broadening ESG Perspectives in European Equities by Tawhid Ali, Andrew Birse How can you know how well a company is dealing with ESG challenges? Integrating ESG issues in fundamental research adds insight on sustainability performance. Equities, Responsible Investing/ESG Likes 0 SHARE Bookmarks
March 05, 2020 The Late Cycle: Staying Balanced in Volatile Markets by Scott DiMaggio, Eric Winograd Expecting the unexpected? Our Co-Head of Fixed Income and our US economist discuss bond strategies for volatile times. Fixed Income, Late-Cycle Investing, Volatility Likes 0 SHARE Bookmarks
March 05, 2020 How Will the Coronavirus Impact World Economies? by Darren Williams The coronavirus is dominating the news and sparking panic in markets. We believe the options for policymakers are clear—but will they implement them? Coronavirus, Economics Likes 0 SHARE Bookmarks