August 28, 2020 Style Tilt: Growth Surge Reshapes US Stock Market in 2020 by Scott Krauthamer, Robert Milano During the coronavirus downturn and rebound, US growth stocks outpaced value stocks by a record margin. Now growth stocks seem expensive, but that depends on how you look at it. Active & Passive , Equities Likes 0 SHARE Bookmarks
August 25, 2020 Is There Opportunity in COVID-19 Valuation Dislocations? by Daniel J. Loewy, Caglasu Altunkopru Capital markets have rebounded from their COVID-19-induced lows, but impacted industries have lagged substantially. That pessimism may be overdone in some cases, creating opportunities for multi-asset investors to exploit dislocations. Asset Allocation, Coronavirus, Multi-Asset Likes 0 SHARE Bookmarks
August 25, 2020 For Muni Investors, COVID-19 Provides Lessons in Liquidity by Guy Davidson Investors flock to municipals to meet safety, income and after-tax return goals. But investors should consider how they gain exposure to the asset class. Coronavirus, Fixed Income, Municipals, Volatility Likes 0 SHARE Bookmarks
August 24, 2020 Diagnostics: Advancing Effective, Efficient Health Care by Dan Roarty, Edward Bryan Diagnostics—the back-end robotics in the health care system—are helping automate many complex procedures. Diagnostics are not only increasingly aiding the treatment of patients with infectious diseases but accelerating the broader trend toward personalized health care. Equities, Responsible Investing/ESG, Tech & Innovation Likes 0 SHARE Bookmarks
August 24, 2020 Don’t Shun Global Bonds by Scott DiMaggio, Ronit Walny Interest rates are at extreme lows around the world, and they’ll likely stay low for some time. Does this mean US-based investors should revert to a US-only bond strategy? Currency, Fixed Income, Low-Yield Environment Likes 0 SHARE Bookmarks
August 21, 2020 Is It Instagrammable? by Ken Haman Unless you’ve been living in a cave, you’re aware that social media is flooded with brief visual encounters. Even before COVID-19, Instagram caused a shift toward visual communication and away from words alone. There’s a reason for this and learning it will help make your virtual meetings more impactful. Advisor Institute Likes 0 SHARE Bookmarks
August 19, 2020 Is Concentrated Investing Riskier in Today’s Uncertain Environment? by Mark Phelps, Dev Chakrabarti In a world of uncertainty, many investors choose to diversify, rather than investing in a concentrated strategy. But this year, a portfolio of just the five largest US stocks would have significantly outperformed. So, is there a way to reduce risk and to capture long-term growth in a concentrated portfolio? Active & Passive , Coronavirus, Equities Likes 0 SHARE Bookmarks
August 17, 2020 The Acceleration of Electric, Sustainable Mobility by Dan Roarty, David Wheeler With 20% of carbon emissions coming from cars and trucks, the shift from internal combustion engines to electric vehicles is a massive growth opportunity and necessity. Sustainable mobility is rapidly evolving from a niche product to a mainstream disrupter of transport—on the ground and potentially in the air. Equities, Responsible Investing/ESG, Tech & Innovation Likes 0 SHARE Bookmarks
August 14, 2020 Are You Sick of COVID-19? Then Here’s What to Do by Ken Haman Cut off from meeting in person. Reliant on videoconferencing. Trying to stay interesting and relevant. Advisors are searching for ways to be useful to clients and prospects. Here are four techniques that can help. Advisor Institute Likes 0 SHARE Bookmarks
August 13, 2020 Healthcare Investing: Don’t Try to Pick COVID-19 Vaccine Winners by Vinay Thapar The novel coronavirus has created both challenges and opportunities for companies in the healthcare sector. When it comes to a cure or a vaccine for COVID-19, how will these developments help the sector and what are the opportunities long-term? Active & Passive , Coronavirus, Equities Likes 0 SHARE Bookmarks
August 12, 2020 Fintech: The Rapid Rise of Cashless Commerce by Dan Roarty, William Johnston Cash may still be king, but cashless commerce is rapidly becoming the new king. This cashless revolution is already generating transaction growth of 24% per year over the last 3 years, and 2020’s COVID-19 concerns will likely increase the use and benefits of cashless commerce. Equities, Responsible Investing/ESG, Tech & Innovation Likes 0 SHARE Bookmarks
August 10, 2020 Can Value Stocks Recover Without Help from Financials? by Avi Lavi Growing challenges to banks have weighed on recovery hopes for value stocks. But our research of Japan’s experience and global value trends suggests value stocks don’t necessarily need financials to turn the corner. Coronavirus, Equities Likes 0 SHARE Bookmarks
August 07, 2020 How to Stop Your Virtual Meetings from Stinking by Ken Haman One painful reality of working during the COVID-19 pandemic is that we’re developing virtual meeting fatigue. Here are six questions to consider as you prepare for a virtual meeting. Advisor Institute Likes 0 SHARE Bookmarks
August 06, 2020 DOL’s New Rules Don’t Have to Slow DC Plan ESG Adoption by Jennifer DeLong, Michelle Dunstan Demand for ESG investing is growing among DC plan participants, but with plan sponsors facing many choices and proposed new DOL rules, what’s the best approach? As we see it, fully integrating ESG considerations is fundamental to better financial outcomes—which is always in participants’ best interests. Plan Design, Policy & Regulation, Responsible Investing/ESG, Target-Date Solutions Likes 0 SHARE Bookmarks
August 05, 2020 Why the US Economy Needs More Stimulus Very Soon US household income has held steady, but only because of stimulus checks and enhanced unemployment benefits. As Congress debates the shape and scope of the next package, economic data show a clear need for more help sooner rather than later. Coronavirus, Economics Likes 0 SHARE Bookmarks
August 05, 2020 China’s Higher Bond Yields Buck the Global Trend by Brad Gibson Government bond yields have tumbled globally but China’s yields have risen to pre-COVID-19 levels. The RMB hasn’t yet reacted to the favorable rate difference, and we think bond yields are likely to decline moving forward—a favorable landscape for China bonds. China, Coronavirus, Currency, Emerging Markets, Fixed Income Likes 0 SHARE Bookmarks