October 05, 2021 Equity Outlook: Market Cross Currents Signal Recovery Challenges by Chris Hogbin Global equities gave up most of their third-quarter gains in a volatile September. As the forces driving stock returns rapidly change, how can investors navigate the uncertainties ahead? Active & Passive , Coronavirus, Equities, Inflation, Rising Rates Likes 0 SHARE Bookmarks
October 05, 2021 Equity Outlook: Know Your Investment Edge in Uncertain Markets by Chris Hogbin Even when equity markets are unsettled, investors who develop a deep understanding of dynamics in sectors and individual companies can find opportunities. Active & Passive , Equities, Inflation, Responsible Investing/ESG, Volatility Likes 0 SHARE Bookmarks
October 04, 2021 Fixed-Income Outlook: Zen and the Art of Bond Investing by Scott DiMaggio, Gershon Distenfeld Bond markets are supposed to be placid. But outsized uncertainty in today’s bond markets is putting investors on edge. We make sense of today’s investing landscape. China, Fixed Income, Income, Inflation, Responsible Investing/ESG, Rising Rates, Tech & Innovation, Volatility Likes 0 SHARE Bookmarks
October 04, 2021 Searching for Companies with Pricing Power as Inflation Looms by James T. Tierney, Jr., Dev Chakrabarti A wave of inflation is rolling through the economy. To be successful, companies must have pricing power in their business quiver. Equities, Inflation Likes 0 SHARE Bookmarks
September 21, 2021 ECB Strategy: Has the PEPP Had Its Day? by Darren Williams The ECB is likely to announce the end of its Pandemic Emergency Purchase Programme—but what will this mean for euro-area bond yields? Economics, Fixed Income, Inflation, Low-Yield Environment, Rising Rates Likes 0 SHARE Bookmarks
September 14, 2021 How Populism May Sway Policies in Emerging Markets by Adriaan du Toit COVID-19 has aggravated inequality and social problems across EM economies, fueling populism. Key ESG metrics can help show potential pressure points. Economics, Emerging Markets, Fixed Income, Inflation, Responsible Investing/ESG Likes 0 SHARE Bookmarks
September 10, 2021 When Will Inflation Lift Off? by Darren Williams Disruptions and dislocations associated with COVID-19 mean current economic data may not be a reliable guide to the future. But by turning to the past, we find compelling evidence that inflation regime change is accelerating. Economics, Fixed Income, Inflation, Low-Yield Environment, Rising Rates Likes 0 SHARE Bookmarks
September 01, 2021 What’s the Policy Playbook for the Inflation Endgame? by Darren Williams A shift in the inflation landscape is underway. But what will the new regime look like? Economics, Fixed Income, Inflation, Low-Yield Environment, Rising Rates Likes 0 SHARE Bookmarks
August 19, 2021 Can Advances in Technology Keep a Lid on Inflation? by Darren Williams Technology is advancing at a rapid pace, but will this be enough to offset the impact of a higher-inflation regime? Not necessarily. Economics, Fixed Income, Inflation, Low-Yield Environment, Rising Rates Likes 0 SHARE Bookmarks
August 05, 2021 Will Policy Changes Open the Door to Higher Inflation? by Darren Williams As policy priorities change, we believe inflation is on the verge of an important shift higher. Economics, Fixed Income, Inflation, Low-Yield Environment, Rising Rates Likes 0 SHARE Bookmarks
July 30, 2021 Is Your Target-Date Fund Providing Enough Inflation Protection? by Christopher Nikolich, Vinod Chathlani, Elena Wang With inflation on the rise in the post-pandemic recovery spending power for plan participants near or in retirement could be vulnerable. Target-date funds have tools at their disposal to battle inflation, but if they’re not deployed effectively, it could end up exacting a performance cost. Asset Allocation, Inflation, Plan Design, Target-Date Solutions Likes 0 SHARE Bookmarks
July 26, 2021 Brace (But Not Too Much) for the CPI Roller-Coaster Second-quarter Australian CPI could be much higher than expected. Coming on top of the country’s strong economic performance and talk among some central banks about “normalising” policy, the news could unsettle investors. But we don’t think they need to worry—or, at least, not just yet. Economics, Fixed Income, Inflation Likes 0 SHARE Bookmarks
July 06, 2021 Earnings Bounce Poses Quality Test for Equity Investors by Christopher Hogbin With earning rebounding across sectors, investors should lean on quality to find stocks that will perform well in a normalizing world economy. Coronavirus, Equities, Inflation Likes 0 SHARE Bookmarks