March 05, 2021 Crisis Dashboard: Big Data Helps Paint the Big Picture (March 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 2 SHARE Bookmarks
March 01, 2021 As Retirement Income Needs Grow, DC Plan Sponsors Weigh Solutions by Jennifer DeLong, Andrew Stumacher As more plan participants worry about retirement income security, demand for guaranteed income solutions is growing—and plan sponsors are pondering the options. While there are many ways to measure the benefits, we believe that some approaches—like in-plan and default options—have distinct advantages. Plan Design, Target-Date Solutions Likes 0 SHARE Bookmarks
March 01, 2021 Are Growth Stocks Attractive in a Post-Pandemic World? by Frank Caruso The recent selloff of US growth market darlings reflects increasing questions about whether their growth potential still justifies exceptionally high valuations. Away from the froth, growth investors can still find solid return potential in quality companies with profitable, sustainable business models. Equities, Volatility Likes 0 SHARE Bookmarks
March 01, 2021 Raising Equity Defenses for the COVID-19 Recovery by Kent Hargis, Sammy Suzuki, Chris Marx The exit from the pandemic will be bumpy. Defensive stocks with attractive valuations can help provide balance through an uncertain recovery. Coronavirus, Equities, Low-Yield Environment, Volatility Likes 0 SHARE Bookmarks
February 26, 2021 How Much Further Will US Rates Rise? by Eric Winograd US Treasury yields have surged, buoyed by optimism about economic growth and rising inflation expectations. We think the Fed will push against rates rising too far, too fast. Economics, Fixed Income, Low-Yield Environment Likes 0 SHARE Bookmarks
February 25, 2021 Can Mario Draghi Recharge Italy’s Economy? by Darren Williams, Nicholas Sanders Italy’s new prime minister, Mario Draghi, has a well-earned reputation for turning around difficult situations. But can he reverse Italy’s relative economic decline? And what does his program mean for Italian bond yields? Economics, Fixed Income Likes 0 SHARE Bookmarks
February 24, 2021 Five Things Investors Should Know About Hydrogen by Gates Moss, Jeremy Taylor Hydrogen’s potential as an energy source is attracting renewed attention. It may take 20 years or so for the potential to be realized. But the effects are likely to be felt within the planning horizons of most long-term investors—a good reason to start thinking now about the investment implications. Equities, Responsible Investing/ESG Likes 0 SHARE Bookmarks
February 22, 2021 Will the Energy Sector Evolve or Devolve? by Susan Hutman, Devin Nomellini The energy sector is beginning to adapt to the realities of climate change. Who is best positioned for the future? Fixed Income, Policy & Regulation, Responsible Investing/ESG Likes 0 SHARE Bookmarks
February 19, 2021 Muni Credit Plays Defense When Rates Rise As COVID-19 vaccines roll out and resrictions lift, a US economic rebound could lead to tighter Federal Reserve policy and higher yields. Municipal bond investors may worry about how rising yields could hurt their portfolios. Fixed Income, Low-Yield Environment, Municipals Likes 0 SHARE Bookmarks
February 16, 2021 Four Things Investors Should Know About US Inflation in 2021 by Eric Winograd We expect US core inflation to surge in the months ahead, as comparisons to low price levels of a year ago cause sizable fluctuations. Ultimately, supply should respond to recovering demand, bringing inflation down and facilitating easy Fed policy. Coronavirus, Economics, Fixed Income, Inflation Likes 0 SHARE Bookmarks
February 15, 2021 The Green Transition: Implications of the European Recovery Plan by Darren Williams, Shawn Keegan, Salima Lamdouar Despite questions over financing the European Union’s (EU’s) new Green Deal, the green transition is now under way. Fixed Income, Responsible Investing/ESG Likes 0 SHARE Bookmarks
February 11, 2021 Cold Cash? How to Redeploy in Hot Markets by Scott Krauthamer Investors have parked record piles of cash on the sidelines amid concerns about valuations and volatility. But short-term safety comes at a price. By defining long-term goals, investors can put idle cash to work despite uncertainty about the path to recovery. Active & Passive , Alternatives, Asset Allocation, Equities, Fixed Income, Low-Yield Environment, Multi-Asset, Volatility Likes 0 SHARE Bookmarks
February 08, 2021 The Future of Bond Trading—and Why It Matters by James Switzer, Sasan Doroudian , Erin Bigley The pandemic has accelerated an evolution in bond trading, and it is already making a difference for investors—if bond managers have embraced tech-enabled trading. Coronavirus, Fixed Income, Tech & Innovation Likes 0 SHARE Bookmarks
February 08, 2021 Will High-Dividend Payers Make a Comeback in 2021? by Karen Watkin Having strongly underperformed the wider stock market in 2020, high-dividend stocks have shown early signs of a rebound in recent weeks. Coronavirus, Low-Yield Environment, Multi-Asset Likes 0 SHARE Bookmarks
February 04, 2021 GameStop Frenzy Reinforces Need for Quality in US Stocks by James T. Tierney, Jr. The GameStop drama that has rattled US stocks reflects the growing power of individual investors to shape market events. But there are lessons for traditional, long-term investors, too. When markets ignore fundamentals, redoubling a focus on quality is the best way to produce consistent returns while reducing volatility. Equities Likes 0 SHARE Bookmarks
February 01, 2021 Better Stimulus Odds Are Shot in the Arm for US Growth Expectations by Eric Winograd The probability of more fiscal relief from Congress has risen—good news for the US economy and a boost to our growth forecast. While risks remain, and it’s too early to talk about the pandemic in the past tense, we’re optimistic the economy can return to more normal footing soon. Coronavirus, Economics, Fixed Income Likes 0 SHARE Bookmarks