September 12, 2022 Turning Less into More: Revisiting Equity Risk in a Volatile Year by Kent Hargis, Sammy Suzuki Investors may be surprised to discover how a strategy targeting stocks that lose less in a downturn can beat the market over time. Equities, Volatility Likes 0 SHARE Bookmarks
August 25, 2022 Finding the ESG Edge in Global Small-Cap Stocks by Edward Bryan, Dan Roarty ESG ratings are lacking for small-cap stocks globally. This prevents asset managers that rely on third-party ratings from building small-cap funds. Equities, Responsible Investing/ESG Likes 0 SHARE Bookmarks
August 03, 2022 Sustainable Challenges Sharpen Equity Investing Opportunities by Dan Roarty The investment landscape has been tough for sustainable portfolios this year. But long-term sustainable investing opportunities haven’t gone away. Climate Change, Equities, Invest for Growth, Invest for Purpose, Responsible Investing/ESG, Volatility Likes 0 SHARE Bookmarks
August 01, 2022 Where Will Inflation Peak First? Signs to Watch for Equity Investors by James T. Tierney, Jr. There are already signs that some deflationary forces may be just around the corner. Investors should consider the implications. Equities, Inflation, Invest for Growth Likes 0 SHARE Bookmarks
July 29, 2022 Emerging Markets: Fewer Risks on the Road to Equities by Sammy Suzuki, Henry S. D'Auria, Sergey Davalchenko Potential improvements in macroeconomic and earnings growth could provide good reasons to shift capital toward emerging-market stocks. Emerging Markets, Equities Likes 0 SHARE Bookmarks
July 25, 2022 Are Healthcare Stocks Still Defensive in the Current Environment? by Vinay Thapar Investing in healthcare stocks is still a defensive strategy, but the sector’s scope of companies—and how investors should think about them—have evolved. Equities, Invest for Growth Likes 0 SHARE Bookmarks
July 19, 2022 Deglobalization and the Future of Portfolio Construction by Richard Brink, Inigo Fraser Jenkins The potential for deglobalization and the reversal of other secular trends is likely to squeeze returns, requiring investors to take a fresh look at portfolio design. Asset Allocation, Disruptors, Equities, Fixed Income, Inflation Likes 0 SHARE Bookmarks
July 13, 2022 Don’t Lose Your Nerve: Four Ways to Reduce Equity Risk by Kent Hargis, Sammy Suzuki These guidelines can help investors frame a defensive strategy for volatile times and bolster confidence to stay in equities through an uncertain period ahead. Equities, Inflation, Rising Rates, Volatility Likes 0 SHARE Bookmarks
July 11, 2022 China’s Growth Push Adds Optimism to Equities by John Lin Chinese stocks have been staging a comeback that contrasts with market declines in most of the world. Fiscal spending and green reforms could provide more fuel for equities. China, Emerging Markets, Equities, Inflation, Rising Rates Likes 0 SHARE Bookmarks
July 05, 2022 Equity Outlook: Bracing for an Economic Slowdown by Chris Hogbin What types of equity strategies can help investors in an economic downturn? Equities, Inflation, Rising Rates, Volatility Likes 0 SHARE Bookmarks
June 28, 2022 Diversity Leaders Open New Doors for Equity Investors by Gayle Baldwin, Vivian Lubrano Companies that champion inclusive workplace environments have also outperformed. Equities, Invest for Purpose, Responsible Investing/ESG Likes 0 SHARE Bookmarks
June 09, 2022 Emerging Market Equities: Value Revival Spotlights Recovery Potential by Henry S. D'Auria Despite new challenges in emerging-market equities this year, value stocks have held up relatively well as changing conditions revive dormant recovery potential. China, Emerging Markets, Equities, Rising Rates, Volatility Likes 0 SHARE Bookmarks
May 31, 2022 Capturing Persistent Growth in Volatile Equity Markets by Frank Caruso, John Fogarty, Vinay Thapar Growth stocks are under acute pressure. But companies that can deliver sustainable growth in a sluggish economy will ultimately be prized for their potential. Equities, Invest for Growth, Volatility Likes 0 SHARE Bookmarks