March 21, 2023 Redefining Offense and Defense in Equities: The Evolution of Technology and Healthcare by Kent Hargis, Vinay Thapar Technology and healthcare are good examples of sectors that can play different equity-allocation roles than you might expect. Equities, Volatility Likes 0 SHARE Bookmarks
March 09, 2023 The Road to Decarbonization Is Bumpy. Carbon Allowances Can Help. by Vinod Chathlani, Salima Lamdouar Climate-change risks can threaten investment returns, but carbon allowances can help defend and potentially grow a diversified strategy. Climate Change, Equities, Invest for Purpose, Responsible Investing/ESG Likes 0 SHARE Bookmarks
March 09, 2023 China’s Green Enablers Deserve a Place in Equity Funds by John Lin, Lily Zheng The global transition to a greener future requires Chinese companies. Investors should take a closer look. China, Climate Change, Emerging Markets, Equities, Responsible Investing/ESG Likes 0 SHARE Bookmarks
March 08, 2023 Are Cheap Burgers in Emerging Markets a Good Sign for Investors? by Sammy Suzuki, Christian DiClementi Based on The Economist magazine’s data comparing hamburger prices across countries, many EM currencies look cheap today—as they did 20 years ago before an extended rally of EM stocks and bonds. Currency, Emerging Markets, Equities, Fixed Income Likes 0 SHARE Bookmarks
March 01, 2023 Healthcare Stocks Can Help Lower Inflation’s Fever by Vinay Thapar Demand for healthcare products tends to stay resilient during periods of inflation. That’s good news for equity investors in the sector. Equities, Inflation, Invest for Growth Likes 0 SHARE Bookmarks
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 21, 2023 AI Chatbots Rewrite Code for Technology Sector’s Future by Lei Qiu ChatGPT has ignited the world’s imagination about the power of artificial intelligence and could breathe new life into the technology sector after a harsh year for investors. Artificial Intelligence, Equities, Tech & Innovation 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 25, 2023 Emerging-Market Equities: Can the Bounce Be Sustained? by Sammy Suzuki, Sergey Davalchenko, Stuart Rae There’s a whiff of hope in the air across emerging markets. Recent equity market gains may signal the start of a broader recovery after years of underperformance. China, Emerging Markets, Equities, Inflation, Volatility Likes 0 SHARE Bookmarks
January 17, 2023 More Volatility Ahead? Buckle Up with Defensive Equities by Kent Hargis, Sammy Suzuki As corporate earnings continue to adjust to a new regime, markets are likely to be volatile in 2023. What can equity investors do to reduce risk? Equities, Inflation, Rising Rates, Volatility Likes 0 SHARE Bookmarks
January 16, 2023 China’s Growth and Policy Priorities Pave New Paths to Equities by John Lin As China rapidly reopens its economy, attractive opportunities will surface—particularly for investors who understand the country’s policy nuances. China, Coronavirus, Economics, Emerging Markets, Equities, Fixed Income, Inflation, Rising Rates, Volatility Likes 0 SHARE Bookmarks
January 11, 2023 Healthcare Stocks: An Innovative Remedy for Volatile Times by Vinay Thapar The sources of the healthcare sector’s appeal can provide resilient equity return potential through uncertain market conditions in 2023. Equities, Invest for Growth, 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