Explore our thinking about today's financial markets


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With people saving more, it may be time for a 401(k) reset

January 6, 2021  |  DCIO Only

During the pandemic, workers for a time saved more than ever before, which could represent an opportunity for a 401(k) reset.

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With people saving more, it may be time for a 401(k) reset

Capital Markets Outlook

The market’s potential sugar high

The market’s potential sugar high

January 14, 2021  |  Capital Markets Outlook

Amid a likely tug-of-war between positive and negative economic news, we favor investing with a flexible approach.

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Fixed Income Outlook

Bond investors face Catch-22

Bond investors face Catch-22

October 22, 2020  |  Fixed Income Outlook

Bond yields will likely stay near record lows amid an uneven economic rebound.

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Equity Outlook

A shot in the arm: The economy and stocks get a boost from vaccines

A shot in the arm: The economy and stocks get a boost from vaccines

January 15, 2021  |  Equity Outlook

The potential for a post-pandemic recovery bodes well for equities.

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All posts
With people saving more, it may be time for a 401(k) reset

With people saving more, it may be time for a 401(k) reset

During the pandemic, workers for a time saved more than ever before, which could represent an opportunity for a 401(k) reset.

More

China leads, other emerging markets lag

China leads, other emerging markets lag

China is leading the economic recovery among emerging-market countries, buoyed by stimulus and stringent COVID-19 measures.

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U.S. economy remains a centerpiece in 2020 vote

U.S. economy remains a centerpiece in 2020 vote

Fiscal policy will be a key focus for investors after the November election.

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The future is happening faster now

The future is happening faster now

We rarely see as much disruption as we have seen in 2020, and we believe this offers investment opportunities.

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Perspective on keeping perspective

Perspective on keeping perspective

Five months into our pandemic environment, financial professionals are looking for ways to keep their work in perspective.

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Deglobalization creates new winners in China

Deglobalization creates new winners in China

The trade war, pandemic, and the Made in China 2025 initiative are resulting in a deglobalization trend and opportunities in China.

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Staying at home increases spending on homes

Staying at home increases spending on homes

As the economy continues to be challenged by the COVID-19 pandemic, we are seeing two notable trends in the U.S. housing industry.

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V-shaped recovery proving elusive

V-shaped recovery proving elusive

The U.S. and global economic recoveries are unlikely to be “V-shaped” as businesses and consumers remain wary of returning to pre-pandemic behavior.

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Vaccine is a wild card for the economy

Vaccine is a wild card for the economy

A vaccine for the coronavirus will be supportive of risky assets even if the economic benefits take longer to materialize.

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The role of asset allocation in glide path selection

The role of asset allocation in glide path selection

Knowing the investments and how they are combined in a glide path is crucial in target-date fund selection.

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Company diversity and social justice

Company diversity and social justice

Company diversity is a step toward equity and equity is a step toward inclusion, which is important to company success.

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Disruptive change: A growth driver for small companies

Disruptive change: A growth driver for small companies

Disruptive change is often the force that enables small companies to compete against their larger peers.

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Navigating market turmoil: Our intrinsic value compass

Navigating market turmoil: Our intrinsic value compass

Our investments in the communications sector help illustrate our intrinsic value approach to finding opportunities.

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Sustainability research: A week in the life of our team

Sustainability research: A week in the life of our team

Our research includes discussions with company managements, other researchers and investors, industry and subject experts, and non-profit organizations.

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The views and opinions expressed are those of the speaker, are subject to change with market conditions, and are not meant as investment advice.