All viewpoints
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The case for long/short equity funds as volatility rises
In this volatile and uncertain market, investors are looking to long/short funds as a way to potentially limit downside exposure and provide diversification.
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Market outlook: navigating the next chapter of COVID-19
Lockdown restrictions may be beginning to ease, but uncertainty remains high. How should investors navigate markets as we enter the next phase of the crisis?
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Discipline in volatile markets is key for multifactor ETF investors
For investors in multifactor ETFs, we believe it’s important to maintain a long-term and consistent focus in volatile markets.
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Human capital and consumer brands in a post-pandemic world
The pandemic is disrupting consumer patterns, putting many retail, entertainment, and leisure companies at risk. We explore how consumer brands can recover and thrive.
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U.S. bank stocks offer untapped potential—once the economy returns to normal
U.S. banks face declining interest rates, borrowers under stress, and a weak economy. Yet recent earnings results indicate banks may be well positioned to recover.
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Behavioral coaching: sticking to the game plan
Financial advisors can often find ourselves in the role of the psychologist, talking otherwise intelligent and successful clients out of acting irrationally amid times of volatility. Help them PAUSE for thought with this simple exercise.
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The dimensions of U.S. stimulus
Trillions of dollars' worth of direct government aid and market interventions have been aimed at mitigating pandemic-related economic disruption. We provide a rundown of the major stimulus provisions, along with commentary from our network.
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Crude awakening: what oil's collapse may mean for your portfolio
Investors have reacted with some alarm to the steep drop in oil prices this year, with futures contract prices briefly falling below zero before rebounding to low double digits. We look at the drivers of activity and oil’s connection to equity and fixed-income allocations.
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Weighing opportunity when markets spin out of control
As the COVID-19 crisis deepened and market volatility spiked, Sandy Sanders and his team acted fast to reposition portfolios based on their worst-case stock analysis.
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What is modern monetary theory?
There’s been lots of talk about it, but just what is modern monetary theory (MMT)? Learn both sides of the debate on an unorthodox approach to economic policy.
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