January 26, 2022 Shifting Monetary Policy and the Equity Investing Dilemma by Mark Phelps, Dev Chakrabarti The evolving environment reinforces the strategic importance of identifying quality companies with clear advantages for tricky times. Active & Passive , Equities, Inflation, Rising Rates Likes 0 SHARE Bookmarks
January 12, 2022 US Stocks: Enduring Advantages for Testing Times by James T. Tierney, Jr., Kurt Feuerman Solid earnings growth and high profitability underpin the benefits of US stocks, even in a tougher environment during 2022. Equities, Inflation, Rising Rates, Volatility Likes 0 SHARE Bookmarks
January 10, 2022 Solid US Value Equities: It’s All About Earnings by James MacGregor How can investors in value stocks gain confidence in a company’s ability to deliver results in 2022? Coronavirus, Equities, Inflation, Invest for Growth Likes 0 SHARE Bookmarks
January 07, 2022 Municipal Bond Outlook: Navigating Headwinds in 2022 by Daryl Clements, Terrance Hults, Matthew Norton From inflation to rising rates to taxes, muni investors will face challenges in 2022. The right approach can help them meet their goals. Fixed Income, Income, Inflation, Invest for Efficient Income, Municipals, Rising Rates Likes 0 SHARE Bookmarks
January 05, 2022 2022 Equity Outlook: Opportunities Beyond Uncertainties by Chris Hogbin How should investors evaluate companies when unusual market conditions distort returns? Equities, Inflation, Responsible Investing/ESG Likes 0 SHARE Bookmarks
January 04, 2022 Fixed-Income Outlook 2022: Handle with Care by Scott DiMaggio, Gershon Distenfeld Our Fixed Income Co-Heads survey the market landscape for 2022—and provide strategies for making the most of it. China, Fixed Income, Income, Inflation, Responsible Investing/ESG, Rising Rates, Tech & Innovation Likes 0 SHARE Bookmarks
January 04, 2022 Equity Outlook: Get Ready for Another Year of Surprises by Chris Hogbin Our Head of Equities sizes up the global market outlook for 2022 and explains how investors can prepare for uncertainties ahead. Coronavirus, Equities, Inflation, Rising Rates Likes 0 SHARE Bookmarks
December 16, 2021 Fed Accelerates Rate Hike and Taper Game Plan by Eric Winograd The Fed announced accelerated plans to taper asset purchases and hike short-term interest rates. Markets weren’t particularly surprised, but it’s a major policy adjustment for the central bank. Coronavirus, Economics, Fixed Income, Inflation, Rising Rates Likes 0 SHARE Bookmarks
December 08, 2021 Will Real Estate Stocks Build on Brisk Recovery? by Eric Franco, Ajit Ketkar With key US market segments improving, property stocks can serve as a diversifying source of returns and a hedge against inflation. Equities, Inflation Likes 0 SHARE Bookmarks
December 06, 2021 Fixed-Income Opportunities in 2022 by Matthew Sheridan The coming year will present its share of challenges. Here’s why we’re optimistic. China, Emerging Markets, Fixed Income, Income, Inflation, Invest for Efficient Income, Rising Rates Likes 0 SHARE Bookmarks
November 19, 2021 Disrupting Inflation: Innovative Companies Can Light the Way by Lei Qiu Inflation and rising interest rates have prompted many equity investors to reconsider technology and high-growth companies. But this inflationary environment is different, and so are the companies best poised to rise above it. Climate Change, Equities, Inflation, Invest for Growth, Tech & Innovation Likes 0 SHARE Bookmarks
November 18, 2021 360°-View Helps Track Progress in Snarled Supply Chain by Eric Winograd, Susan Hutman, Robert Hopper Inflation is hotter than expected, thanks to robust demand paired with a snarled supply-chain. How long will it take to straighten out the supply-chain? Economics, Fixed Income, Inflation Likes 0 SHARE Bookmarks
November 11, 2021 Quality Businesses for Normal and Extreme Times by Vinay Thapar Capital efficient companies that are reinvesting profits back into the business have clear advantages in today’s unpredictable markets. Equities, Inflation, Invest for Growth, Responsible Investing/ESG, Volatility Likes 0 SHARE Bookmarks