Viewpoints about Equities
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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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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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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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2021 market outlook: a brighter future, but clouds remain
There is reason both for optimism and concern heading into 2021. Vaccinations should help propel the economy, but there may be delays in getting them to the public. With yields low and momentum stocks soaring, a balanced portfolio may prepare investors for a wide variety of possible outcomes.
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After the election: key early economic takeaways and positioning
With the winner of the 2020 presidential race still to be determined, we assess the market's initial reaction and the election's likely implications for different equity sectors and bonds.
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Why mid caps may lead the way out of recession
Mid-cap value stocks may provide some diversification and opportunity for investors who want to participate in the U.S. postrecession recovery.
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Target-date funds: strategic and active management
While strategic management primarily dictates the glide-path process behind target-date funds, there are opportunities within market cycles to use active management.
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Inflation, inflation targeting, and your portfolio
Why does inflation matter for your portfolio? We review inflation basics, outline how Fed policy is designed to manage inflation, and address inflation's effects on the economy and markets.
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How the COVID-19 pandemic is changing sector ETF investing
Sector dispersion during the COVID-19 pandemic is creating some of the biggest opportunities and risks for ETF investors.
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