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.
Capital Markets Outlook
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.
Fixed Income Outlook
Bond investors face Catch-22
October 22, 2020 | Fixed Income Outlook
Bond yields will likely stay near record lows amid an uneven economic rebound.
Equity Outlook
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.
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.
China leads, other emerging markets lag
China is leading the economic recovery among emerging-market countries, buoyed by stimulus and stringent COVID-19 measures.
U.S. economy remains a centerpiece in 2020 vote
Fiscal policy will be a key focus for investors after the November election.
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.
Perspective on keeping perspective
Five months into our pandemic environment, financial professionals are looking for ways to keep their work in perspective.
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.
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.
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.
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.
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.
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.
Disruptive change: A growth driver for small companies
Disruptive change is often the force that enables small companies to compete against their larger peers.
Navigating market turmoil: Our intrinsic value compass
Our investments in the communications sector help illustrate our intrinsic value approach to finding opportunities.
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.
The views and opinions expressed are those of the speaker, are subject to change with market conditions, and are not meant as investment advice.