Commentary

How Alternative Data Can Lend Clarity Amid Uncertainty

Unusual times require more than the usual sources of information to assess the investing backdrop. Jeff Shen discusses how alternative data is making a difference today.

Commentary

Investing Without a Parachute

In a post-coronavirus investment world, Jeff argues that investors should be rethinking the role of fixed income in portfolio construction and ask themselves if they are at risk of investing without a parachute?

Commentary

Why We Are Warming up to Europe

Elga lays out two main reasons to be optimistic on Europe – and European assets.

Commentary

Don’t Miss the Rise of the “Value” Phoenix

Recent underperformance has led some to declare the death of value investing, but don’t be so quick to dismiss it.

Commentary

Today’s Portfolios “Can’t Get No Satisfaction” From Yesterday’s Instruments

Rick Rieder, Russ Brownback and Trevor Slaven contend that in the tug-of-war between the considerable economic damage stemming from the coronavirus and subsequent lockdowns, and the fiscal and monetary policy responses put in place, the latter factor is being underestimated by markets. Further, the instruments used by investors in previous years won’t be what’s required for the time ahead.

Commentary

How Green Is Your Bond

Get the ins and outs of green bonds in this two-part series. Let’s start with the basics.

Commentary

The Race to Zero

Emily presents key takeaways on the exercise of green bond impact reporting.

Commentary

Seeking Yield? Don’t Put All Your Eggs in One (Income) Basket

Looking to generate income from your nest egg? Make sure you don’t get it all from just one basket. Karen explains two funds designed to provide income that aren’t over reliant on any one source.

Commentary

The Role of Private Markets in Portfolios

What kind of role does private markets play in building a resilient portfolio in the post-Covid world? Mike explains.

Commentary

Revisiting the Monetary Policy Endgame

Rick Rieder, Russ Brownback and Navin Saigal contend that if a negative monetary policy endgame is to be avoided, particularly in the face of recent economic declines, it will likely be technological advances of a profound kind that get us there.

Commentary

The U.S. Consumer Is Bowed, Not Broken

Russ discusses why consumption has held up, and how the pandemic has accelerated long-term trends.

Commentary

What’s Next in the Policy Revolution?

We have witnessed nothing short of a revolution in macroeconomic policy in recent months. Jean shares his take on what to focus on next.

Commentary

Building Resilience: What It Means for Retirement Savings

As the economic fallout from COVID-19 threatens peoples’ livelihoods and erodes their short-term savings, it follows that their long-term financial security is also at-risk. What does it all mean for retirement savings and what steps can we take to build a more resilient system?

Commentary

Trending now: Treasury ETFs

In 2020, many investors have shifted the focus of their fixed income portfolios from the return ON principal, to the return OF principal. Karen highlights how the desire for stability is driving investors to tap into U.S. Treasury markets with ETFs.

Commentary

China’s Path out of Virus Lockdowns

How’s China’s economic restart looking? And what does it mean for investors?