The Impact of Being out of the Market Loss aversion can lead individuals to take control and sell equities after a market drawdown to avoid additional losses. #investing #stocks
What Opportunities Were Created by the COVID-19 Earthquake? For EM countries and companies, the large volume of foreign outflows does present some challenges and reason for caution. #Equities
What Is Going on With Earnings? We remain intensely focused on what is happening with corporate profits, as over the long-run, earnings are the main driver of equity returns.
Is Now the Time to Invest in Small Cap Stocks? Investors should focus on three key relative metrics: sector weights, earnings potential and financial health. #financialadvisors
What Does Post-COVID Leverage Mean for Investing? Many investors are already considering what the world will look like after COVID-19. What are the possible economic scars?
What Does COVID-19 Mean for Real Estate? What will happen to real estate when we emerge from the current downturn? #realestate #financialadvisors #investing
How Will Stocks Rebound From COVID-19? Investors should be positioned with a high-quality bias throughout portfolios. Looking ahead returns during the rebound are likely to be strong.
Who’s Buying and Who’s Selling the Market? Investors would do better not to succumb to some of the classic behavioral pitfalls that are so tempting in today’s turbulent market environment.
The COVID-19 Relief Bill: Holding the Economy in Suspended Animation For investors, this package should be good for U.S. equities and other risk assets as it should leave U.S. corporations in a better position.
What Will an Earnings Recession Look Like? Markets are forward looking. As the clouds begin to break, the market will start to price in a “virus-free” run-rate for earnings. #investing
What Policy Response Would Help to Stabilize Markets? A combination of liquidity provisions from central banks and significant microeconomic measures from the fiscal side would help to stabilize markets.
What Does the Latest Oil Price Collapse Mean for Investors? Given the uncertainty surrounding how a combination of COVID-19 and lower energy prices will affect both the economy and markets.
Should Investors Buy the Dip? Stocks in aggregate do not look cheap but consumer staples look cheaper than they did at the market peak. #investing #stocks #market
Should Investors Be Concerned About the Correction in U.S. Equities? As equity markets price in these risks, the movements has so far have been driven by sentiment, rather than fundamentals. #investing
Value or Growth: Under What Circumstances Will One Outperform the Other? When it comes to investing in equities, one of the most frequently asked questions is whether we prefer value or growth. #investing #value #growth
How Sustainable Is the Interest in Sustainable Investing? How Sustainable Is the Interest in Sustainable Investing?
What Does African Swine Fever Have to Do With the Trade Truce? What Does African Swine Fever Have to Do With the Trade Truce?
Three Retirement Planning Conversations Advisors Can't Ignore Three Retirement Planning Conversations Advisors Can't Ignore
What Does the Uptick in M&A Mean for Private Markets? What Does the Uptick in M&A Mean for Private Markets?
Does the Yield Curve Inversion Signal Trouble Ahead? Does the Yield Curve Inversion Signal Trouble Ahead?
