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 Fixed-Income Outlook 2023: Finding Equilibrium by Scott DiMaggio, Gershon Distenfeld Our Fixed-Income Co-Heads survey the market landscape for 2023—and provide strategies for making the most of it. Economics, Fixed Income, Income, Inflation, Invest for Efficient Income, Late-Cycle Investing, Volatility Likes 0 SHARE Bookmarks
January 03, 2023 Preparing Equity Portfolios for a New Investing Era by Chris Hogbin Chris Hogbin, our Head of Equities, discusses the regime change unfolding in capital markets and provides pointers for positioning portfolios. Active & Passive , Equities, Inflation, Rising Rates, 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
December 13, 2022 US Stocks: Making Sense of 2023 Earnings Forecasts by James T. Tierney, Jr. With 2023 approaching, all eyes are on corporate earnings forecasts. We believe companies that demonstrate three critical competitive advantages will be best positioned for earnings success in the coming year. Active & Passive , Equities, Invest for Growth, Volatility Likes 0 SHARE Bookmarks
December 13, 2022 Are Small-Cap Stocks Further Along the Road to Recovery? by James MacGregor, Bruce Aronow, Samantha S. Lau Are Small-Cap Stocks Further Along the Road to Recovery Equities, Invest for Growth, Volatility Likes 0 SHARE Bookmarks
November 28, 2022 Global Stocks: Look Beyond Home Base to Find Growth by Dev Chakrabarti Country-specific macroeconomic conditions shouldn’t determine global equity allocations. Look beyond a company’s domicile to find the most promising sources of long-term growth. Currency, Equities, Inflation, Volatility Likes 0 SHARE Bookmarks
November 07, 2022 10 Reasons to Stay Invested in Equities by Chris Marx, David Wong, Robert Milano Despite this year’s market disruptions, there are still good reasons to stay invested in stocks as an integral part of a long-term investment plan. Equities, Inflation, Invest for Growth, Rising Rates, Volatility Likes 0 SHARE Bookmarks
October 27, 2022 Market Collapse Raises Stakes for Active Equity Investors by Frank Caruso, Chris Kotowicz Are equity valuations attractive today? The answer varies from company to company and will require an active approach to separate winners from losers. Equities, Inflation, Invest for Growth, Volatility Likes 0 SHARE Bookmarks
October 25, 2022 Investing in Technology Stocks After the Big Blowout by Lei Qiu Despite the downturn, we think technological innovation is entering a new phase in several areas poised for strong growth. Equities, Tech & Innovation, Volatility Likes 0 SHARE Bookmarks