All viewpoints
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What oil's rebound means for your portfolio
Rising oil prices have historically shown varying correlations to different asset classes. We explore which asset classes may help protect your portfolio from the challenges higher oil prices may cause.
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Borrowing for college? Four things to know about PLUS loans
Saved for your child's college education and still don't have enough? One option is a PLUS loan. But there are four key considerations you should know before you apply.
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Where to focus in 2021—a year of recovery across emerging markets
The 2020 momentum that propelled emerging-market stocks in industries such as e-commerce, cloud computing, and other new economy segments could extend well beyond 2021.
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Inflation and floating-rate loans: is 2021 the year for lift-off?
With a variety of inflation concerns and a near-record amount of negative-yielding debt, it makes sense now to consider a floating-rate fund for your portfolio.
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Growth or value in small caps? Consider a core approach
A core approach to U.S. small-cap equities can blend the attributes of both the value and growth styles while addressing sector concentration risks.
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What are semitransparent ETFs?
Semitransparent ETFs are the industry's latest innovation and it's important to understand how they work and why they're designed for certain actively managed strategies.
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Macro investment themes: China's recovery, a Fed that's on hold, and vaccine rollouts
The U.S. economy looks set to outperform its developed-market peers in the months ahead—one of several macro themes that investors might want to monitor.
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Momentum within value
The end of 2020 saw value making serious inroads on growth. Is that a signal of what's ahead? We offer a valuation-conscious analysis of what could be in store for the markets.
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What the short squeeze frenzy means for your portfolio
The recent short squeezes have received a great deal of attention, but should you be doing anything about them? We explain why we believe the answer is no and why taking a steady view of market fundamentals makes sense now more than ever.
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The long and short of recent market volatility
Recent short squeezes have injected volatility into what had been a surprisingly strong equity market, considering the impact of COVID-19 and the struggling economy. We explore the relevant market mechanics and assess some of the consequences for investors.
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