July 28, 2023 2023 Multi-Asset Midyear Outlook: Rounding the Corner by Caglasu Altunkopru, Aditya Monappa As economic conditions improve, multi-asset investors may see better equities opportunities, alongside compelling income generation. Economics, Income, Inflation, Multi-Asset, Rising Rates Likes 0 SHARE Bookmarks
July 27, 2023 The Case for Corporate Credit by Tiffanie Wong, Will Smith Solid fundamentals, decent valuations and attractive income potential make a case for continued exposure to corporate credit even in an uncertain economic environment. Fixed Income, Income, Invest for Efficient Income, Late-Cycle Investing Likes 0 SHARE Bookmarks
July 25, 2023 How to Prepare for Market Volatility Before It Strikes Again by Kent Hargis When markets are rising, investors don’t always prepare for turbulence. Yet we think the best time to build a defensive plan for an equity allocation is before volatility strikes. Equities, Volatility Likes 0 SHARE Bookmarks
July 24, 2023 ESG-Labeled Bonds: Are Greeniums Doomed to Dwindle? It’s common knowledge that the average greenium across major bond indices has decreased in recent years—but some greeniums are durable. Fixed Income, Invest for Purpose, Responsible Investing/ESG Likes 0 SHARE Bookmarks
July 19, 2023 Do Financials Have a Role in Sustainable Equity Portfolios? by Dan Roarty, Sarah Tunnell, William Johnston Financial companies that help address some of the world’s most pressing socioeconomic challenges deserve attention from sustainability-focused investors. Equities, Responsible Investing/ESG Likes 0 SHARE Bookmarks
July 17, 2023 Nasdaq Rebalance Spotlights Risks from Supersized Set of Stocks As Nasdaq prepares to rejig the weight of US megacaps in a key benchmark, equity investors should take a closer look at their exposures to the tech titans. Artificial Intelligence, Equities, Tech & Innovation Likes 0 SHARE Bookmarks
July 14, 2023 Midyear Outlook: Three Income Themes for Multi-Asset Investors by Karen Watkin, Edward Williams An improved income outlook for multi-asset investors, including higher yields, sharply contrasts with cloudy conditions at 2023’s start. Income, Multi-Asset, Rising Rates Likes 0 SHARE Bookmarks
July 10, 2023 AI Alone Won’t Magically Unlock Earnings Power by Jonathan Berkow Many companies are talking up the potential of artificial intelligence. But equity investors shouldn’t jump blindly on the AI bandwagon. Artificial Intelligence, Equities, Tech & Innovation Likes 0 SHARE Bookmarks
July 05, 2023 Equity Outlook: AI Stars Eclipse Broader Earnings Resilience by Chris Hogbin Excitement over AI has driven equities this year. Yet investors should maintain a disciplined, long-term focus amid uncertain market conditions. Artificial Intelligence, Equities, Rising Rates Likes 0 SHARE Bookmarks
July 03, 2023 Fixed-Income Midyear Outlook: Surfing Lessons by Scott DiMaggio, Gershon Distenfeld Surf’s up! Elevated yields and negative correlations are good news for bond investors. We share strategies for making the most of today’s opportunities. Economics, Fixed Income, Income, Invest for Efficient Income, Late-Cycle Investing Likes 0 SHARE Bookmarks
June 27, 2023 Higher for Longer: Getting Comfortable with the New Policy Regime by Eric Winograd Growth in developed economies has been resilient, thanks to strong labor markets. But with central banks likely to keep interest rates higher for longer, how long can that last? Economics, Fixed Income, Inflation, Rising Rates Likes 0 SHARE Bookmarks
June 26, 2023 Keeping Your Balance as the Credit Cycle Turns by Scott DiMaggio, Gershon Distenfeld, Matthew Sheridan The economic outlook for the US is cloudy, but the right mix of credit and government bonds may help investors boost income in all kinds of weather. Fixed Income, Income, Invest for Efficient Income Likes 0 SHARE Bookmarks
June 15, 2023 Will the Emerging Markets’ Financial Sector Trigger a New Crisis? by Okan Akin, Markus Schneider Banking sector crises have historically been one of the key drivers of risk for EM countries’ asset returns. Could the next banking crisis be in EM? Economics, Emerging Markets, Fixed Income Likes 0 SHARE Bookmarks
June 14, 2023 Help Wanted: Why Smart Companies Recruit for Diversity by Gayle Baldwin, Vivian Lubrano Companies that are more inclusive in recruiting will find better-qualified employees, which can bolster competitive advantages and help deliver better outcomes for investors. Equities, Invest for Purpose, Responsible Investing/ESG Likes 0 SHARE Bookmarks
June 12, 2023 Sustainability-Linked Bonds: The Good, the Bad and the Ugly by Patrick O’Connell, Tiffanie Wong, Markus Peters The latest entry in the ESG-labeled bond arena has solid potential but a few kinks, too. Fixed Income, Invest for Purpose, Responsible Investing/ESG Likes 0 SHARE Bookmarks
June 08, 2023 Will AI Transform the Healthcare Industry for Investors? by Vinay Thapar To transform science fiction into reality, AI applications in the healthcare sector must prove that they can improve business profitability to deliver returns for investors. Artificial Intelligence, Equities, Tech & Innovation Likes 0 SHARE Bookmarks