Viewpoints about Late-cycle Investing
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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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The 2020 bear market—an exogenous shock for the history books
With the arrival of a bear market, it's instructive to examine what’s unique about this downturn relative to past bears for clues as to when a potential recovery could emerge.
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There's still opportunity in U.S. large-cap growth stocks
U.S. large-cap growth stocks continue to present select opportunities across a wide range of sectors, says Wellington Management’s John A. Boselli, CFA.
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Market outlook: three key risks for 2020
Markets are exuding a sense of calm as we head into 2020. What are the key risks that investors could face in the year ahead? Read our latest market outlook.
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Why quality stocks are key in today's late-cycle economy
Stocks with quality characteristics could become more attractive in today’s late-cycle economy. Learn how a veteran investor is navigating an increasingly challenging global equity market.
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Momentum investing: fad or bona fide factor?
Momentum strategies have gained favor with some investors in recent years, but the question remains whether stock price changes alone represent a meaningful factor that’s a sound basis for investment.
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The growth in covenant-light loans: why history likely won't repeat itself in the next credit cycle
The number of cov-lite loans has grown significantly since the 2008 global financial crisis. But the evolving market doesn’t necessarily mean investors have less to worry about in the next downturn. We break down the implications.
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Converting volatility into opportunity
Focusing on high-quality growth companies is one way to take advantage of emotionally driven, short-term price dislocations, helping investors make the best of periods of rising volatility.
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How do the new Morningstar bond categories affect you?
Morningstar's new bond categories represent a major change for fixed-income investors. We discuss the change and how advisors are positioning clients today.
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Bond types that tend to fare best following yield curve inversions
Yield curve inversion alert—one of the most potent historical harbingers of economic recession flashed red recently. Find out what to do now.
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