February 27, 2023 Reimagining Growth: A Market Beyond Mega-Caps by Vinay Thapar, John Fogarty Investors in US growth stocks can find a broader array of recovery candidates with resilient businesses and solid profitability. Active & Passive , Equities Likes 0 SHARE Bookmarks
February 16, 2023 Activating Equity Portfolios for Higher Rates and Inflation by Robert Milano, Walt Czaicki, David Wong In a world of structurally higher inflation and interest rates, there are good reasons for equity investors to consider active portfolios for equity allocations. Active & Passive , Equities, Inflation, Rising Rates, Volatility Likes 0 SHARE Bookmarks
January 03, 2023 Equity Outlook: Rebuilding Conviction in Stocks for a Changing World by Chris Hogbin Investors must now adjust expectations to a new macroeconomic and market landscape that will require a fresh mindset to reach long-term goals. Active & Passive , Equities, Inflation, Rising Rates, Volatility Likes 0 SHARE Bookmarks
January 03, 2023 Preparing Equity Portfolios for a New Investing Era by Chris Hogbin Chris Hogbin, our Head of Equities, discusses the regime change unfolding in capital markets and provides pointers for positioning portfolios. Active & Passive , Equities, Inflation, Rising Rates, Volatility Likes 0 SHARE Bookmarks
December 13, 2022 US Stocks: Making Sense of 2023 Earnings Forecasts by James T. Tierney, Jr. With 2023 approaching, all eyes are on corporate earnings forecasts. We believe companies that demonstrate three critical competitive advantages will be best positioned for earnings success in the coming year. Active & Passive , Equities, Invest for Growth, Volatility Likes 0 SHARE Bookmarks
May 23, 2022 FAANG Is Dead: A Timeless Lesson for Equity Investors by James T. Tierney, Jr., Michael Walker The recent divergence of the largest US technology and new media stocks reminds us why fundamentals should always trump fads for long-term equity investors. Active & Passive , Equities, Invest for Growth, Volatility Likes 0 SHARE Bookmarks
January 26, 2022 Shifting Monetary Policy and the Equity Investing Dilemma by Mark Phelps, Dev Chakrabarti The evolving environment reinforces the strategic importance of identifying quality companies with clear advantages for tricky times. Active & Passive , Equities, Inflation, Rising Rates Likes 0 SHARE Bookmarks
November 08, 2021 Muni Investors: Stay Flexible as Rates Rise by Daryl Clements, Jason Mertz Should muni investors worry about rising rates or welcome them? It depends on how flexible you are. Active & Passive , Fixed Income, Invest for Efficient Income, Invest for Tax-Advantaged Income, Municipals, Rising Rates Likes 0 SHARE Bookmarks
October 05, 2021 Equity Outlook: Market Cross Currents Signal Recovery Challenges by Chris Hogbin Global equities gave up most of their third-quarter gains in a volatile September. As the forces driving stock returns rapidly change, how can investors navigate the uncertainties ahead? Active & Passive , Coronavirus, Equities, Inflation, Invest for Growth, Rising Rates Likes 0 SHARE Bookmarks
October 05, 2021 Equity Outlook: Know Your Investment Edge in Uncertain Markets by Chris Hogbin Even when equity markets are unsettled, investors who develop a deep understanding of dynamics in sectors and individual companies can find opportunities. Active & Passive , Equities, Inflation, Invest for Growth, Responsible Investing/ESG, Volatility Likes 0 SHARE Bookmarks
August 31, 2021 Finding Defensive Stocks Ripe for Recovery by Kent Hargis, Sammy Suzuki, Ian McNaugher Steady earnings combined with resilient business models and innovation should compel investor interest, but it hasn’t. Is the time right for a reversal? Active & Passive , Climate Change, Equities, Invest for Growth, Volatility Likes 0 SHARE Bookmarks
August 10, 2021 The New IQ: Investing in Quality by Chris Hogbin Given the testing times that we live in, identifying high-quality companies is increasingly important for equity investors. But there are different ways to find sustainable cash flows and solid businesses. Active & Passive , Equities, Invest for Growth Likes 0 SHARE Bookmarks
May 19, 2021 Uncovering Hidden Risks in Passive Equity Portfolios by Chris Hogbin, Shri Singhvi Passive equity portfolios continue to gain popularity. But a small group of outperforming stocks have driven most of the gains in recent years. Concentration risk could become a big burden if the favorable environment for these companies sours. Active & Passive , Equities, Invest for Growth Likes 0 SHARE Bookmarks