Explore research driven analysis of evolving market themes.
January 16, 2019
We see increasing evidence that systems thinking is becoming more prevalent and influential throughout corporations and the investment community.
What November means for 2019
The events of November provide a fresh view of two key risks facing the economy in 2019 — a hawkish Fed and an escalation of the trade war.
China, U.S. trade tensions will reverberate across emerging markets
Emerging market equities will remain under pressure amid escalating trade tensions between China and the U.S.
Bigger tax refunds may help boost retirement savings
Projections of larger tax refunds this year could mean an increase in contributions to retirement savings.
How company diversity can help performance
The potential to improve work performance is perhaps the most intriguing and least understood argument for diversity — and worth examining in more depth.
Use wellness to gain wealth
New research found that a worker who focuses on wellness may save nearly $100,000 more for retirement than someone who does not manage their health well.
October stock market volatility may signal a shift
Recent stock market volatility reflects a process of pricing in the fact that the global growth outlook has diverged.
Italy may be conduit for EM contagion
If Italy's populist government increases government debt, prices of Italian bonds and banks could drop and trigger a larger crisis for the region and world.
China’s quest for artificial intelligence
China's hardware tech companies are embracing artificial intelligence, including self-driving cars and surveillance, as the government promotes AI hubs.
Sustainable investing: Assessing the choices
Sustainable investing is growing in popularity, and investors should be thoughtful about choosing from a range of strategies and portfolios.
Are international stocks truly cheap?
On the surface, U.S. stocks appear more expensive than international stocks, but a quantitative comparison reveals the impact of sector valuations.
Munis feel knock-on effects of tax reform
The municipal bond market will likely see a reduction in supply in 2018 because of certain provisions in the new tax reform law.
Just how cheap are European equities?
Our analysis finds that industry group weightings play a significant role in valuation discrepancies between U.S. and European equities.
Looking for impact in CEO compensation
It’s important for investors to be able to understand how a company’s performance relates to CEO compensation.
Longevity and medical costs – education for the great unknowns
Understanding the impact of longevity and medical costs on savings requires education and a proactive approach to saving.
How the Japan election may influence global interest rates
The Japan election could have consequences for the future leadership of the Bank of Japan and the country's impact on global interest rate trends.
Using and enhancing ESG investment data
ESG data is having investment impact but is still evolving, and stands to benefit from feedback offered by fundamental analysts.
Why Brazil's crisis creates new concerns
The revelations of May 17 may pose a threat to President Temer's administration, and therefore a threat to Brazil's short- and medium-term economic outlook.
Why rates matter to stocks, too
Risk factor analysis shows that equity market sectors that act like “bond proxies” may be more sensitive to changes in interest rates than bonds themselves.
Six facts about Dow 20,000
The 20,000 milestone reached by the Dow Jones Industrial Average (DJIA) garnered major media attention, but that’s due more to the fame of the index.
Taking the temperature of the January effect
Is the so-called January Effect a real opportunity for investors, or is it too well-known to be exploited? We offer a number of perspectives.
The views and opinions expressed are those of the speaker, are subject to change with market conditions, and are not meant as investment advice.