Active & Passive

Cold Cash? How to Redeploy in Hot Markets
10 Active Angles on Today’s Market Challenges
How to Reap the Most from Your Bond Allocation
Style Tilt: Growth Surge Reshapes US Stock Market in 2020
Is Concentrated Investing Riskier in Today’s Uncertain Environment?

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, Invest for Growth


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Healthcare Investing: Don’t Try to Pick COVID-19 Vaccine Winners
Capturing the Ups and Downs in Coronavirus Equity Markets

Capturing the Ups and Downs in Coronavirus Equity Markets

by Kent Hargis, Sammy Suzuki, Jillian Geliebter
Several equity factors diverged significantly from their typical performance patterns during the COVID-19 crisis. By understanding how factor returns behaved in this market correction relative to their historic norms, investors can not only prepare for future volatility but also take advantage of short-term market dislocations.

Active & Passive , Coronavirus, Equities, Volatility


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Lopsided Equity Rally Highlights Growing Market Risks
Record US Index Concentration Adds Hazards for Investors
How Target-Date Funds Can Use Equities for Stability
Defensive Stocks Redefined in COVID-19 Sell-Off
Could US Municipals Suffer as Coronavirus Spreads?
Municipal Bonds: Four Ways to Stay Flexible in 2020
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