December 04, 2020 A Road Map to the Coming US Economic Cycle by Eric Winograd With a greater level of clarity than we’ve had since the COVID-19 pandemic, we’re getting a better sense of how the US economy might shape up over the next few months, into 2022 and beyond. We see three distinct stages over that time frame. Economics, Fixed Income, Inflation, Low-Yield Environment Likes 0 SHARE Bookmarks
November 30, 2020 Looking Ahead to 2021: Income and Opportunity by Gershon Distenfeld, Matthew Sheridan AB Co-Head of Fixed Income Gershon Distenfeld and portfolio manager Matt Sheridan discuss what the global credit markets may have on offer for 2021. Fixed Income, Low-Yield Environment Likes 0 SHARE Bookmarks
November 27, 2020 Will 2021 Mark the Launch of a Durable Global Recovery? by Darren Williams After a difficult winter, we expect the global economy to rebound strongly next year. But structural headwinds remain. Will the post-pandemic bounce trigger a durable and broad-based global reflation? Coronavirus, Economics, Low-Yield Environment Likes 0 SHARE Bookmarks
November 25, 2020 ESG Lens Enhances Pursuit of Equity Income by Cem Inal High-dividend stocks haven’t been rewarded in 2020. But companies that offer strong payouts in a sustainable manner can help investors source surprisingly robust streams of income and equity returns. Equities, Responsible Investing/ESG Likes 0 SHARE Bookmarks
November 24, 2020 Vaccine Hopes Shouldn’t Drive Healthcare Investing Strategies by Vinay Thapar Hunting for a COVID-19 vaccine isn’t a great strategy for healthcare investors. Focusing on business fundamentals is a much better way to find stocks with long-term potential than searching for any potential blockbuster drug. Coronavirus, Equities Likes 0 SHARE Bookmarks
November 23, 2020 Sudden Shift in Market Leadership Prompts Equity Allocation Questions by Christopher Hogbin Hopes for COVID-19 vaccines have prompted a shift in equity markets. Whether or not recent trends persist, investors should examine their equity exposures for resilience to a potential change in return patterns. Coronavirus, Equities Likes 0 SHARE Bookmarks
November 20, 2020 What’s the Difference Between a Good Advisor and a Great One? by Ken Haman Years ago, long before I started consulting in financial services, I completed a rotation as a clinical chaplain as part of my theological training. I worked at a large trauma center in suburban New Jersey, and my main assignments were the intensive care unit, the cardiac care unit and the emergency room. As you might imagine, it was a very impactful learning experience. Advisor Institute Likes 0 SHARE Bookmarks
November 17, 2020 Will US-China Relations Shift Under Biden? China Seems to Think So by Mo Ji Consensus appears to be forming among Chinese policymakers that the US-China relationship will change under a Biden administration. We touch on seven expectations. China, Economics, Trade Wars, US Election Likes 0 SHARE Bookmarks
November 17, 2020 Can Multi-Asset Investors Find Lasting Recovery in Emerging Markets? by Morgan Harting, Karen Watkin Emerging-market (EM) asset returns substantially lagged their developed-market (DM) counterparts over the last decade. In 2020 so far, EM equity performance has been on par with DM equities. Are we at an inflection point? Coronavirus, Emerging Markets, Low-Yield Environment, Multi-Asset Likes 0 SHARE Bookmarks
November 16, 2020 DOL’s Revised DC Investment Rule Removes Potential ESG Sticking Point by Jennifer DeLong, Michelle Dunstan The Department of Labor’s final rule on investment selection for DC plans left out language on ESG-themed investments. It’s a change that erases some confusion and seems to acknowledge that ESG and financial considerations are inseparable. Equities, Fixed Income, Legislative Updates, Multi-Asset, Policy & Regulation, Responsible Investing/ESG Likes 0 SHARE Bookmarks
November 11, 2020 Crisis Dashboard: Big Data Helps Paint the Big Picture (November Update) by Jonathan Berkow, Scott Krauthamer As investors look for signs of a return to normalcy from the coronavirus crisis, they have a dizzying array of 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 1 SHARE Bookmarks
November 10, 2020 Elections? Vaccines? What They Could Mean for the US Economy by Eric Winograd Two recent developments could have big implications for the US economic outlook: general elections and news of very promising progress on a COVID-19 vaccine. To understand the ramifications, we have to distinguish near term from longer term. Coronavirus, Economics, Fixed Income, US Election Likes 0 SHARE Bookmarks
November 10, 2020 Municipal Bonds: The State of the States by Terrance Hults, Matthew Norton, John Ceffalio, Richard Schwam States face revenue shortfalls from COVID-19 costs and shutdowns. We look under the hood to assess how some of the most indebted states are faring. Coronavirus, Fixed Income, Municipals Likes 0 SHARE Bookmarks
November 09, 2020 Intangible Assets Provide Tangible Defenses for Equities by Kent Hargis, Sammy Suzuki, Chris Marx Defensive equities are usually found in sectors that have withstood market shocks, such as utilities and real estate. But as COVID-19 shakes up investment conventions, companies with intangible assets are being more appreciated for their volatility cushion. Asset Allocation, Equities, Multi-Asset, Volatility Likes 0 SHARE Bookmarks
November 04, 2020 Is There Light at the End of the COVID-19 Tunnel for the Euro Area? by Darren Williams A fresh round of lockdowns means a difficult winter lies ahead for the euro area. But three factors caution against excessive pessimism. Coronavirus, Economics Likes 1 SHARE Bookmarks
November 02, 2020 4Q:2020 Capital Markets Outlook Broadcast by Walt Czaicki The roller-coaster ride of 2020 still has a few twists and turns to navigate. But the massive policy response to the COVID-19 pandemic brought a quick, though incomplete, recovery. With volatility expected to continue, where can investors look for opportunities? Economics Likes 1 SHARE Bookmarks