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Investing Ideas
Finding Stocks with Staying Power: The Quality Dimension White Paper
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Quality in stocks can be measured in different ways. Yet the characteristics of resilient companies have something in common—they tend to underpin consistent, long-term equity return potential. Over the last decade, the MSCI World Quality Index returned 12.4% annualized, outperforming the MSCI World Index (Display 1). And during past market crises, quality stocks usually fell less than the broader market, a pattern that we’ve observed over longer time periods and in both US and global stock markets.
Fixed Income Insights
The Next Generation of Fixed Income - Tax Loss Harvesting
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Taxes matter to a bond investor’s bottom line. That’s why we’ve brought a digital, high-speed solution to fixed-income active tax management. By continually optimizing separately managed accounts to identify opportunities to harvest losses and by efficiently reinvesting the proceeds in tax-favorable opportunities, automated tax management has the potential to add more than 90 basis points to after-tax returns in some years, according to our in-depth analysis.
Market Outlooks
Global Weekly Commentary: Three investment lessons for 2023
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The historic shocks of 2022 – war, soaring inflation and a perfect market storm – shape our three investment lessons for the new year.
Market Outlooks
Global Weekly Commentary: Don’t be tempted by the old playbook
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Major central banks will hike rates again this week: Getting inflation down means they need to crush demand, making recession foretold.
Market Outlooks
Global Weekly Commentary: A new playbook for a new regime
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We see the new regime playing out and not going away. Persistent production constraints keep this regime of higher macro and market volatility in place, in our view.
Market Outlooks
Global Weekly Commentary: Aging raises cost of curbing inflation
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The share of the U.S. population in work or seeking a job is still below pre-Covid levels.
Market Outlooks
Global Weekly Commentary: Strategic views in the new regime
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Our strategic views of five years and longer are positioned for the new regime of greater macro and market volatility. We go more overweight investment grade (IG) credit on attractive yields and healthy corporate balance sheets that can withstand the mild recession we expect.