July 06, 2020 Lopsided Equity Rally Highlights Growing Market Risks by Christopher Hogbin Global equities rebounded sharply in the second quarter. But new risks are looming as companies and countries count the costs of the pandemic. Active & Passive , Coronavirus, Equities, Volatility Likes 0 SHARE Bookmarks
July 06, 2020 The Credit Barbell Isn’t Broken. Here’s Why. by Matthew Sheridan, Monika Carlson Even with today’s low yields, credit barbell strategies can still meet their objectives of downside protection, upside participation and efficient income. Fixed Income, Volatility Likes 0 SHARE Bookmarks
July 06, 2020 Record US Index Concentration Adds Hazards for Investors by James T. Tierney, Jr. The five largest US growth stocks now comprise more than a third of the Russell 1000 Growth Index. Investors should be alert to the risks of high benchmark concentration. Active & Passive , Equities Likes 0 SHARE Bookmarks
July 02, 2020 Brexit in the Coronavirus Era by Darren Williams Reaching a mutually beneficial Brexit deal has so far been beyond the reach of UK and European Union (EU) negotiators. Now that COVID-19 has struck, can they avoid a damaging split? Brexit, Coronavirus Likes 0 SHARE Bookmarks
July 01, 2020 The One Metric All High-Yield Investors Should Know One simple statistic can help high-yield investors gauge how their bonds may perform down the road. Fixed Income Likes 0 SHARE Bookmarks
July 01, 2020 Unlocking REIT Potential Amid COVID-19 by Ajit Ketkar, Eric Franco Economic fallout from the coronavirus crisis was especially hard on real estate, mostly from misperceptions that the asset class is dominated by hotels, malls and office parks. But a look inside shows a diverse group of sectors that are more pandemic resilient than investors may think. Coronavirus, Equities, Volatility Likes 0 SHARE Bookmarks
June 29, 2020 ESG Research Helps Reveal Resilience amid COVID-19 by Michelle Dunstan By integrating ESG analysis with fundamental research, investors can get a better understanding of the opportunities and threats the pandemic poses for business models. Coronavirus, Equities, Fixed Income, Responsible Investing/ESG Likes 0 SHARE Bookmarks
June 26, 2020 Crisis Dashboard: Big Data Helps Paint the Big Picture (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
June 25, 2020 Rediscovering the Potential of Downtrodden Value Stocks by Avi Lavi, James MacGregor Value stocks have underperformed in the coronavirus crisis. Yet some higher-quality companies are now trading at valuations that underestimate their ability to withstand shorter-term stress—and their longer-term recovery potential. Coronavirus, Equities, Volatility Likes 0 SHARE Bookmarks
June 23, 2020 Coronavirus May Shake Up DC Plan Participant Benefits by Jennifer DeLong The COVID-19 crisis poses a big challenge for employers to rationalize the benefits they offer to employees. With budgets stretched and every dollar scrutinized, tough choices loom on DC plan offerings, in addition to programs like financial wellness. Plan Design Likes 0 SHARE Bookmarks
June 19, 2020 Mastering the Virtual Practice: Why Advisors Will Prefer Virtual Meetings by Ken Haman The new normal—working from home and curtailed travel—is painful for extroverts. Conducting virtual meetings using videoconferencing makes people seem less real, and extroverts crave the physical presence of others. While you may prefer to be face-to-face with your clients, this blog may convince you of the benefits of virtual meetings. Advisor Institute Likes 0 SHARE Bookmarks
June 17, 2020 Mid-Grade Munis Have Room to Rebound by Daryl Clements Municipal bonds—especially higher-quality issues—bounced back after a rough March. But not all munis have rallied. We see potential among overlooked mid-grade issues. Fixed Income, Municipals Likes 0 SHARE Bookmarks
June 16, 2020 How Target-Date Funds Can Use Equities for Stability by Christopher Nikolich, Chris Marx Target-date portfolios that use carefully chosen defensive equities are best equipped to protect from coronavirus market turmoil and volatility in general. Active & Passive , Asset Allocation, Business Owners, Coronavirus, Target-Date Solutions, Volatility Likes 0 SHARE Bookmarks
June 15, 2020 How Will European Government Bond Markets Navigate the New Era? by Darren Williams, John Taylor COVID-19 is triggering a new era of central banking. We believe this will play out just as powerfully in the euro area as elsewhere. Coronavirus, Economics, Fixed Income, Volatility Likes 0 SHARE Bookmarks
June 12, 2020 Mastering the Virtual Practice: Prospecting Remotely by Ken Haman The COVID-19 pandemic has significantly impacted an advisor’s ability to prospect for new business. But with turbulent markets, clients may be willing to consider a new financial relationship. Recognize this opportunity and offer an immediate, problem-solving approach: the Financial Uncertainty Preparedness Checklist. Advisor Institute Likes 0 SHARE Bookmarks
June 11, 2020 The Fed Didn’t Ease More...Is That a Missed Opportunity? by Eric Winograd The Fed gave its updated economic outlook this week, but not the additional policy support markets were looking for. We think this was a misstep...but one we hope will be corrected if the outlook doesn’t improve. Coronavirus, Economics, Fixed Income Likes 0 SHARE Bookmarks