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, Rising Rates 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, Rising Rates 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
February 01, 2021 How to Choose a Sustainable Equity Portfolio by Dan Roarty, Sarah Tunnell As inflows to sustainable equities break new records, here’s what investors should look for to identify portfolios that align with their responsible investing goals. Equities, Responsible Investing/ESG Likes 0 SHARE Bookmarks
January 26, 2021 China’s Uneven Equity Rally Opens New Roads to Recovery by John Lin, Stuart Rae As China begins the year of the Ox, many investors are wondering whether another bull run is possible in 2021. Given that last year’s rally was extremely narrow, we believe many parts of the market still offer pent-up recovery potential. China, Coronavirus, Equities Likes 0 SHARE Bookmarks
January 25, 2021 How Shopping—and Investing—Might Be Enabling Modern Slavery by Michelle Dunstan, Saskia Kort-Chick It may seem shocking, but a simple trip to the local store to pick up fresh produce or clothing could enable human exploitation. For investors, those same connections can exist within their portfolios—and it takes more than a passive effort to root them out. Equities, Fixed Income, Responsible Investing/ESG Likes 0 SHARE Bookmarks
January 22, 2021 Should Bondholders Keep Faith in Europe’s Banks? by Steve Hussey, Jørgen Kjærsgaard For European banks’ stockholders, 2020 was a year to forget. But bank bondholders enjoyed positive returns and may overcome COVID-19 challenges again in 2021, backed by solid balance sheets and supportive regulatory conditions. Fixed Income Likes 0 SHARE Bookmarks