Responsible Returns: Better Stocks for a Better World
Where Next? Our Post-Recovery Outlook for Emerging-Market Debt
Postcard from… India

Postcard from… India

by Jia Zhang
India’s financial sector can be as chaotic as a Mumbai street market. But when I recently visited India and looked beyond the noisy headlines, I felt excited about the attractive investment opportunities that were created by the liquidity crisis which started last September.

Emerging Markets, Equities


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Why Play Defense in Rising Emerging Markets?
Unicorns and Growth: From Sales Stories to Profit Fantasies
The Three Risks Bond Investors Should Be Watching
Beat the Warning Lights: Managing Risk in European Equities
Are Your Munis Stuck in a Pre-2008 World?
The Case of the Missing Inflation…and What the Fed’s Doing About It
Watch Out for Volatility, Even in Rising Markets
Looking to De-Risk? High Yield Can Help

Looking to De-Risk? High Yield Can Help

by Gershon Distenfeld, Will Smith
The S&P 500 Index hit an all-time high on April 23, thanks to improving investor optimism. But for some equity investors, market highs signal a good time to reduce downside risk. Shifting a modest allocation into US high yield is an efficient way of doing just that—significantly lowering overall risk while only modestly curbing potential returns.

Asset Allocation, Fixed Income, Later in the Cycle, Volatility


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Misreading the Signs: Is Yield-Curve Inversion a False Alarm?
Climate-Proofing an Equity Portfolio
The Late, Late Cycle: Preparing for a World of Lower Returns
Debt, Downgrades and Fallen Angels: Keeping Risks in Perspective
Is Inversion Panic Justified?
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