Viewpoints about Financials Sector
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After the turnaround, where to? How to look at bonds now
While much of the bond-market value resulting from the pandemic-related selloff has been captured, portfolios can still pursue yield and value with solid bottom-up analysis.
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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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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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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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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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Wealth creation and U.S. banks, revisited
While bank stocks lost some luster with investors in 2019 as interest rates fell and the yield curve flattened, the outlook has improved markedly in early 2020.
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Will the uptick in global economic growth be sustained?
Global economic growth has accelerated for the first time in 24 months. What are the implications for equity investors? Gain insight from Wellington Management's John A. Boselli, CFA.
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Healthcare investing: economic implications of scientific advancement
What does greater longevity mean for healthcare investing and quality of life? Explore answers to these and other questions about the real meaning of prosperity.
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What's really driving the outlook for bank stocks? Key metrics to watch
While the recent policy shift toward cutting interest rates isn’t necessarily good for banks, other catalysts point to a positive outlook for the industry.
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Investing in fintech innovation
Learn about the disruption and innovation at the intersection of finance and technology—and why now is the right time for investing in fintech.
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