Though stable stocks are expensive and look vulnerable to rising interest rates, we still see ways to build a winning defensive portfolio. But it’ll take some unconventional thinking.
Some of Donald Trump’s plans for the US economy may provide a big boost for small stocks. We think there are five compelling reasons for investors to take a closer look at this segment of the market.
When the market starts buzzing about rising rates, high-yield bank loans’ popularity grows. Although the bank loan bandwagon may look tempting, we’ve found reasons why high-yield bonds shouldn’t be so easily dismissed.
The cruelest month? Muni investors would probably say November. But the sell-off that began when Donald Trump won the US election already appears to be running out of steam. Investors who sell now may soon regret it.
Emerging-market stocks have suffered from a Trump-induced hangover after surging through the first 10 months of 2016. We think investors should put the new risks into perspective.
Looking for a strong defense against rising US interest rates? Look no further.
Ignore your bond portfolio’s greatest enemy at your own peril. Inflation may not have been much of a concern for municipal bond investors in recent years, but it could well be in the cards now.
It’s been a wild month for US banking stocks, which have rallied sharply since Donald Trump’s victory. So how can investors position themselves in the sector amid a potentially dramatic change in the business and regulatory environment?
Recent losses have caused serious pain to muni investors’ bottom line. Can they overcome the pain? The answer may be yes, and probably pretty quickly. If history is any guide, municipals seem built for recovery.
Like other traditional bond benchmarks, key European investment grade bond indexes have changed dramatically over the last five years.
A pending US interest-rate hike and worries about inflation may have persuaded investors to start avoiding bonds. We think that’s a mistake, especially when it comes to high yield, a sector that often thrives when rates rise.
Does Donald Trump’s election victory mean that US investors should brace for higher inflation? Financial markets certainly think so. It may be time for investors to take note.
Core equity managers have struggled to deliver this year in a rapidly changing market environment. We think exposure to volatile equity factors—which is often unintended—may be the culprit.
The era of ultralow interest rates may be over. This could burst the safety bubble in equities—and create new opportunities in stocks that have been out of favor for a long time.
One way to win big in emerging markets is to catch the early onset of a country’s wealth surge. The tipping point is often a reform-driven drop in the cost of raising capital.
European value stocks have rallied recently. But identifying cheap stocks with recovery potential is still extremely difficult. It’s time to consider new approaches to discover attractively valued equity opportunities across Europe’s complex market landscape.
For years, many investors assumed that choosing environmental, social and governance (ESG) investing came with a cost—a performance shortfall. Based on our recent survey, that picture has changed.
Investors in emerging markets are typically attracted to the return potential in fast-growing countries. But do all emerging countries fit the bill? South Korea and Taiwan warrant special attention.
Years from now, we may recall 2016 as the year when political risk became a constant presence hovering over the investment landscape. But fear not: there are ways for investors who rely on fickle global credit markets for income to turn the turbulence to their advantage.
Both US presidential candidates have provided some details of their economic plans to US voters. But Congress will need to have its say, too. Here are some of the highlights.
In Shanghai and Singapore, a growing number of joggers take to the streets each day. Asian lifestyles are changing, and smaller companies across the region are the key to investing in the trend.
With environmental, social and governance (ESG) concerns becoming more pervasive among investors, Europe has taken an early lead in ESG adoption. But North America may not be far behind.
Investors are increasingly using passive portfolios to boost exposure to emerging markets and keep volatility under control. We see better ways to reduce the risks while sourcing returns from across the developing world.
Generous dividends and relatively secure cash flows have been the hallmarks of real estate investment trusts (REITs) in recent years, but some investors fear that all REITs are too expensive. We think it’s time to take a closer look.
Still think emerging markets are too risky? Think again. Smarter policies are leading to less vulnerable economies and rising currencies. For investors who need to wring more income from their bond portfolios, it’s time for a fresh look.
How will bond portfolios react if the US election triggers further market mayhem? Fallout from Brexit taught us valuable lessons about extreme market shocks.
After a strong stretch for emerging markets so far in 2016, some investors wonder whether the rally still has legs. Although stock valuations have risen, we think signs point to yes.
With the US elections around the corner, many investors are wondering how the outcome might impact the stock market. History shows that US large-cap stocks have generally performed well in election years—no matter who wins.
Is a more active fiscal policy really the answer to what ails the global economy? And has the great monetary experiment finally reached the end of the road? We’re not so sure.
US stocks with high dividend yields are looking very risky these days. Investors with too much exposure to sectors such as utilities and telecom may also be in for a shock if interest rates eventually begin to rise.
Both US presidential candidates—Hillary Clinton and Donald Trump—have presented their economic proposals to voters. How could each of these platforms impact the US economy—if they come to pass?
Worried about heightened market volatility? It’s true that there are some known unknowns ahead: US elections, earnings season, Deutsche Bank, a potential interest-rate hike.
When equity investors chase what’s hot, it often ends in tears. Today, the safety trades that have been so popular earlier this year are actually looking quite dangerous.
For some investors, any mention of US mortgages takes them back to the dark days of 2008. But today’s mortgage bonds aren’t the devils some market participants make them out to be.
Trump? Clinton? We won’t call it. But we do have thoughts on the effect of the candidates’ proposals on the tax-exempt municipal bond market.
