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 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
September 30, 2021 Don’t Fear a Taper Tango: Banks Know the Fed’s Steps by Shrut Vakil The Fed will soon taper its open market security purchases. Who can fill its shoes? Economics, Fixed Income, Rising Rates 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 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 09, 2021 Turning the Tide: Five Potential Recovery Drivers for Value Equities by Avi Lavi Value stocks are once again facing questions about an uncertain future after a seven-month value rally through May. But there are still good reasons to anticipate a renewed recovery. Coronavirus, Equities, 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 16, 2021 Time Is Money: Restoring Investor Confidence in Long-Term Cash Flows by Frank Caruso, Chris Kotowicz, Vincent Dupont As equity style winds shift, investors are still debating the merits of growth versus value stocks. But we believe quality remains the essential focal point, especially amid a low interest-rate environment that has changed the math behind company valuations. Equities, 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 20, 2021 Why Investors Shouldn’t Take a Time-Out from High Yield by Will Smith Worried about rising yields? High-yield bond investors should think carefully about whether or not to exit the market. We do the math for possible scenarios. Fixed Income, Rising Rates Likes 0 SHARE Bookmarks
July 14, 2021 When Rates Rise, Munis Win Race While Cash Sleeps Worried about rising rates? Taking your money out of the municipal market and putting it in cash could cost you. Fixed Income, Municipals, Rising Rates Likes 0 SHARE Bookmarks
June 30, 2021 What Are Bond Investors Thinking? Their Three Top Concerns by Scott DiMaggio, Gershon Distenfeld We address the three most common investor concerns we’re hearing today—inflation, tapering and climate risk. Plus, a bonus worry (if you’re not thinking about this risk, you should be). Fixed Income, Inflation, Responsible Investing/ESG, Rising Rates, Tech & Innovation Likes 0 SHARE Bookmarks