April 20, 2021 Will the Hot US Housing Market Continue? by Michael S. Canter, Monika Carlson The US housing market is sizzling. Tight supply and record demand met low rates, resulting in quick sales at record prices. What’s next for the US housing market? Coronavirus, Fixed Income, Rising Rates Likes 0 SHARE Bookmarks
April 19, 2021 Will the Sweet Spot for Smaller Value Stocks Persist? by James MacGregor, Erik Turenchalk US small-cap value stocks have enjoyed considerable success since value stocks began to outperform growth in October 2020. Even after the recent rally, we believe several forces will continue to drive the recovery in the months, and possibly years, ahead. Coronavirus, Equities, Invest for Growth Likes 0 SHARE Bookmarks
April 13, 2021 Resilient Recovery Stocks Transcend the Growth-Value Divide by James T. Tierney, Jr., Mark Phelps, Dev Chakrabarti Investors are reassessing which types of companies will thrive in the next stage of the recovery amid the recent rebound of value stocks. But we think the distinguishing performance factor will be a company’s ability to generate sustainable earnings, regardless of its style classification. Coronavirus, Equities, Invest for Growth Likes 0 SHARE Bookmarks
April 06, 2021 Global Equities: Reviewing the Risks to Recovery by Chris Hogbin Global stocks rose in the first quarter, but volatile trading patterns reminded investors that the road to normal will be bumpy. By carefully considering the risks that lie ahead, equity investors can prepare for the next phase of pandemic recovery. Coronavirus, Equities, Inflation, Invest for Growth, Rising Rates, Volatility Likes 0 SHARE Bookmarks
March 19, 2021 Digging for Value in Struggling European Stocks by Andrew Birse European stocks have lagged developed market peers. But selective equity investors can find promising potential in undervalued companies that are poised to recover in a post-pandemic world. Coronavirus, Equities Likes 0 SHARE Bookmarks
March 09, 2021 Four Things Investors Should Know About US Inflation in 2021 by Eric Winograd We expect US core inflation to surge in the months ahead, as comparisons to low price levels of a year ago cause sizable fluctuations. Ultimately, supply should respond to recovering demand, bringing inflation down and facilitating easy Fed policy. Coronavirus, Economics, Fixed Income, Inflation Likes 0 SHARE Bookmarks
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, 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, Invest for Efficient 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, Invest for Growth, Low-Yield Environment, Multi-Asset 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
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 19, 2021 Rediscovering the Appeal of Emerging Market Equities by Sammy Suzuki Emerging-market stocks rebounded in 2020 even as the COVID-19 pandemic spread globally. As vaccines and other favorable conditions unfold, investors have good reasons to consider EM equities in 2021 while strategically considering their potential risks. Coronavirus, Emerging Markets, Equities Likes 0 SHARE Bookmarks
January 19, 2021 When Markets Are Recovering, Don’t Ignore Volatility by Kent Hargis, Sammy Suzuki, Chris Marx Global stocks rebounded sharply from the coronavirus market crash in 2020, but the ride was rocky. With so many risks clouding the outlook, we believe that investors should focus on generating a smoother pattern of returns through the recovery from COVID-19. Coronavirus, Equities, Invest for Growth, Volatility Likes 0 SHARE Bookmarks