June 18, 2021 Japanese Stocks Regain Luster for Post-Pandemic Markets by Atsushi Horikawa Japanese equities have long been overlooked by many global investors. But they may be on the verge of a comeback as the worldwide economic recovery gathers pace and the high-flying stocks that drove the global market rally in 2020 show signs of fatigue. Equities Likes 0 SHARE Bookmarks
June 17, 2021 Carbon Handprints: A Climate-Positive Framework for Equity Investors by Dan Roarty, David Wheeler Evaluating carbon handprints, or the way a product or service affects the environment, is a good way to find companies that are providing powerful solutions to the world’s climate challenges while offering attractive growth potential. Equities, Responsible Investing/ESG Likes 0 SHARE Bookmarks
June 08, 2021 Healthcare Stocks: Four Questions for the Recovery by Vinay Thapar, Ryan Oden Returns for healthcare stocks have been disappointing through the market’s recovery from the pandemic. But there’s still plenty of promising growth potential to be found. These four questions can help investors identify areas of interest. Coronavirus, Equities Likes 0 SHARE Bookmarks
June 03, 2021 Crisis Dashboard: Big Data Helps Paint the Big Picture (June Update) by Jonathan Berkow, Scott Krauthamer As investors look for signs of a return to normalcy from the coronavirus crisis, they have a dizzying array of indicators to choose from. We’ve assembled a group of signals, with the help of big data, that may point the way. Coronavirus, Economics, Equities, Fixed Income Likes 2 SHARE Bookmarks
June 03, 2021 What’s Behind the Value-Growth Performance Gap? by Avi Lavi Global value stocks still trade at a near-record discount to growth stocks, even after handily outperforming since November. That’s a huge turnaround after growth stocks had dominated for many years. So what was behind the prolonged winning streak for growth that created today’s extreme valuation gap? Equities, Rising Rates Likes 0 SHARE Bookmarks
May 25, 2021 Deciphering China’s 2060 Carbon-Neutral Plan by John Lin, Jenny Zeng China’s 2060 carbon-neutral framework reveals how Beijing envisions the country’s economic future. As efforts to generate more sustainable growth progress, the transition to a greener economy will create diverse new investment opportunities. China, Emerging Markets, Equities, Fixed Income, Responsible Investing/ESG Likes 0 SHARE Bookmarks
May 19, 2021 Uncovering Hidden Risks in Passive Equity Portfolios by Christopher 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 Likes 0 SHARE Bookmarks
May 06, 2021 Value Stocks—Still Plenty of Fuel in the Tank by Avi Lavi After a strong rally for value stocks in recent months, some investors are wondering if the rebound will continue. We think several forces are unfolding that should support a continued value resurgence as the world emerges from the ravages of the pandemic. Coronavirus, Equities, Rising Rates Likes 0 SHARE Bookmarks
April 23, 2021 Stock Compensation Adds Risks for Growth Companies by Frank Caruso, Vincent Dupont Many US technology companies use stock compensation to help align workers’ performance with shareholder interests. But stock-based compensation also creates accounting distortions that add risks to unwitting investors—especially as growth company valuations face increased scrutiny today. Equities Likes 0 SHARE Bookmarks
April 21, 2021 Is Bitcoin ESG Friendly for Equity Investors? by William Johnston The recent listing of Coinbase has rekindled ESG questions about the cryptocurrency boom. However, we believe concerns about the high-energy intensity of Bitcoin mining are overstated, and the technology can play a less-acknowledged but important role in promoting financial inclusion. Equities, Responsible Investing/ESG 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 Likes 0 SHARE Bookmarks
April 16, 2021 The Case for Investing Beyond US Borders by Walt Czaicki The landscape for investing outside the US is looking better than it has in years. For equity investors looking to mitigate concentration risk from the rise in US stocks, consider going global. Equities 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 Likes 0 SHARE Bookmarks