April 30, 2020 Italian Sovereign Debt: How to Avoid Being Junked by Darren Williams Italy’s credit rating is under pressure. In an unscheduled downgrade on April 28, Fitch lowered the country’s sovereign rating to BBB-minus, just a notch above junk. Coronavirus, Economics, Fixed Income Likes 0 SHARE Bookmarks
April 27, 2020 Managing Risk Models in the Coronavirus Crisis by Klaus Ingemann, Thomas Christensen The spread of the COVID-19 virus has blindsided conventional risk models. By understanding what went wrong, investors can develop a more forward-looking approach to risk management that considers multiple scenarios for a highly uncertain market environment. Coronavirus, Equities, Volatility Likes 0 SHARE Bookmarks
April 27, 2020 Coronavirus Challenges the European Project by Darren Williams The coronavirus has exposed the European Union’s (EU’s) fault lines. For now, European Central Bank (ECB) bond purchases should hold things together. But ultimately, national governments will need to take some tough decisions to secure the EU’s future. Coronavirus, Economics Likes 0 SHARE Bookmarks
April 24, 2020 DC Plan Sponsor Fiduciary Torch Is Brighter—and Can Help Light Dark Days by Jennifer DeLong DC plan sponsors are taking their fiduciary roles more seriously today, and upping training among their ranks while relying more on third-party expertise, based on our latest survey. Plan Design, Target-Date Solutions Likes 0 SHARE Bookmarks
April 24, 2020 The One Question That Will Help You the Most Today by Ken Haman The COVID-19 pandemic has focused our attention and will likely do so for weeks to come. But taking a longer view and placing the current crisis in context, we can - and should - find reasons for hope amid the crisis. Advisor Institute Likes 0 SHARE Bookmarks
April 23, 2020 What Plunging Oil Prices Mean for Energy Bonds by Gershon Distenfeld, Susan Hutman Oil prices briefly turned negative this week. What does it mean for energy bonds? And why does the long view for oil matter more? Fixed Income, Volatility Likes 0 SHARE Bookmarks
April 21, 2020 Defensive Stocks Redefined in COVID-19 Sell-Off Following the market meltdown, investors seeking to bolster defensive positions could end up finding them in some unusual places. Active & Passive , Coronavirus, Equities Likes 0 SHARE Bookmarks
April 20, 2020 Coronavirus and the US Economy: How Big Will the Hit Be? by Eric Winograd The decline in US economic activity from social distancing measures and forced shutdowns is likely to be bigger than our initial guess. While we expect a recovery once the coronavirus crisis eases, we don’t have enough information yet to dimension it. Business Owners, Coronavirus, Economics Likes 0 SHARE Bookmarks
April 16, 2020 Coronavirus Crisis Adds Urgency to Sustainable Investing Agenda by Dan Roarty Companies with strong ESG credentials will play an essential role in addressing the dramatic changes being triggered by the COVID-19 pandemic. Coronavirus, Equities, Responsible Investing/ESG, Volatility Likes 0 SHARE Bookmarks
April 16, 2020 Fed Actions May Stabilize Global Corporate Markets by Erin Bigley, Eamonn Buckley, Tiffanie Wong Under the CARES Act, the Fed has expanded supports for corporate bonds. Could this bring a regime shift in volatility for global credit markets? Coronavirus, Fixed Income, Policy & Regulation, Volatility Likes 0 SHARE Bookmarks
April 15, 2020 How Municipal Bond Issuers Will Navigate the Crisis by John Ceffalio, Daryl Clements The $2.2 trillion CARES Act and the Fed’s $500 billion muni facility will provide state and local governments an enormous amount of liquidity and financial support. Here’s how it will help. Coronavirus, Fixed Income, Municipals, Policy & Regulation Likes 0 SHARE Bookmarks
April 10, 2020 Advice for Advisors While Working from Home by Ken Haman Working from home is the new normal for most of us these days. Are you taking mindful action to take advantage of opportunities presented by today’s environment? Advisor Institute Likes 0 SHARE Bookmarks
April 06, 2020 Don’t Panic! Bear Market Communication Tips for DC Plan Sponsors by Jennifer DeLong The bear market is challenging defined contribution (DC) plan sponsors to reinforce timeless investing principles while also conveying new rules that bring relief to participants. Good communication practices are a key ingredient to achieving success in both these areas. Multi-Asset, Plan Design, Target-Date Solutions, Volatility Likes 0 SHARE Bookmarks
April 06, 2020 Coronavirus Shock Reshapes Global Equity Landscape by Christopher Hogbin While the pandemic has destabilized markets, by asking the right questions now and drawing on lessons from past systemic crashes investors can prepare for the challenges ahead. Coronavirus, Equities, Volatility Likes 0 SHARE Bookmarks
April 04, 2020 Bond Investing as Coronavirus Crisis Intensifies by Scott DiMaggio, Gershon Distenfeld Most of the bond market sold off in March as the coronavirus crisis intensified. But as past crises have shown, indiscriminate selloffs can generate big opportunities. Coronavirus, Fixed Income, Volatility Likes 0 SHARE Bookmarks
March 31, 2020 Big Market Selloff? Stay Dynamic With Risk Positioning by Sharat Kotikalpudi As risk assets tumbled in late February and March, it intensified the focus on risk management: How can multi-asset strategies defend against turbulence while positioning for an eventual rebound? The answer: Be ready to adapt—and to do it quickly. Asset Allocation, Coronavirus, Multi-Asset, Volatility Likes 0 SHARE Bookmarks