Viewpoints about Equities
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Target date: strategic, tactical and active management
While strategic management primarily dictates the process behind target-date funds, there are opportunities within market cycles to use active management that can have some tactical elements.
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Decision economics: don't let political uncertainty obscure your long-term goals
Another presidential election means the predictions and parallels to past elections are already rolling in. The question for investors is, does it really matter who wins?
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U.S. bank outlook brightens as borrower health improves post-lockdown
Although U.S. banks were seen as a weak spot in the economy just a few months ago, they’ve since become a catalyst for recovery as borrower health improves.
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Market downturns can help target-date investors grow their retirement savings
In times of volatility, it can be tempting to consider cutting your losses and heading for the exits. But we believe a market downturn should be viewed as an opportunity rather than a catastrophe.
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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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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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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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Digital resilience: technology stocks point toward recovery
As businesses reopen around the globe, investors have found resilient growth opportunities in tech stocks. We explore the sources of this strength and what appears to be a durable trend.
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