Viewpoints about Equities
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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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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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