All viewpoints
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Sector dispersion creates opportunities for long/short equity funds
Long/short equity funds may be able to take advantage of coronavirus-driven sector dispersion and related market trends.
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Target-date funds: enabling investors to focus on the hard work of saving for retirement
Target date funds can get investors started on saving and keep them saving, helping them fight the tendencies to be too aggressive in rising markets and too panicky in falling ones.
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First in, first out: North Asian equities exhibit postpandemic strength
The abrupt freezing of the global economy has quickly separated the strong from the weak in the emerging markets. We explore the key points of resilience and vulnerability for investors.
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Multifactor ETFs: focus on portfolio construction, not factor timing
We believe multifactor ETFs are best used as strategic portfolio construction tools for long-term investors.
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What happens in a recession?
Recessions are neither common nor rare. Some predictions of them prove inaccurate. Other times recessions can result in significant damage to the economy and markets.
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What investors need to know about today's market volatility and the VIX
Stock market volatility spiked in the first half of 2020. We explore this turbulence and the VIX, the most common benchmark for measuring stocks’ peaks and valleys.
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The best of both worlds: convertible bonds and the stable growth objective
Convertible bonds offer an attractive hybrid combination of growth, income, and relative safety in a time when cautious investors are looking for all three.
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Sending your child off to college in a pandemic?
While some universities have announced their plans for the fall, many haven’t ironed out all the details in the new normal of a global pandemic. We examine some of the key questions and considerations for both freshmen and returning students.
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Avoid manager concentration risk with an open-architecture target-date fund
DC plan-level best practices call for open architecture investment menus, but that line of thinking hasn't always extended to target-date portfolio construction. See the forward-thinking fiduciary’s response.
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Tax-loss harvesting opportunities amid 2020’s spike in market volatility
While the market volatility that’s accompanied the coronavirus pandemic has rattled investors, it’s also created tax-loss harvesting opportunities for 2020.
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