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Policy and Regulatory Commentary
A New Monetary Policy
Last Thursday, while almost 24 million Americans were gearing up to watch President Donald Trump’s Republican National Convention speech and the literal fireworks that followed, Federal Reserve Chair Jerome Powell gave an historic speech of his own that sent rockets around the monetary policy world.
Market Outlooks
Focus on Equities: Taking the Long View
This piece is approved to use with clients.
Following a severe sell-off in the first quarter, global equity markets rebounded in the second quarter. Any number of scenarios could play out—how do we approach uncertainty?
Market Outlooks
Looking Ahead From the Market Rally
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The unprecedented scale of the global fiscal and monetary policy response helped ease financial conditions during the second quarter of 2020. Looking ahead, we cover our latest thinking on the aggregate risk-for-reward picture in global markets.
Market Outlooks
Finding Dividends in Today’s Markets
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George Metrou, portfolio manager for the Dividend Select Equity Portfolios, talks about the poor performance of dividend-paying stocks so far in 2020, despite their reputation for being defensive. He also discusses why he holds cash, his thoughts on companies cutting dividends, and his outlook for income going forward.
Portfolio Construction Insights
How We Uncover Value in Challenging Times
This piece is approved to use with clients.
COVID-19 has tested the resolve of even the most seasoned investors, leading some to question investment strategy and portfolio mix. However, faced with uncertainty, we are unwavering in our belief that a consistent investment approach helps us find opportunities that may deliver greater value. Portfolio Manager Gareth Lyons covers our four-pillar investment process and how it’s designed to reveal holdings with long-term potential.
Portfolio Construction Insights
Today, Not All is Equal
This piece is approved to use with clients.
We are seeing the highest margin of superiority on record, with a significant gap between our highest and lowest ranking sectors, exceeding levels seen in the Chinese growth scare in early 2016 and the financial crisis of 2008. James Foot, Head of Capital Markets & Asset Allocation, EMEA, discusses the unique nature of the market landscape, as well as some of the sensible actions that we believe can empower investor success.
Market Outlooks
No One Could Predict How Advisors And Their Clients Would React To The Recent Market Sell Off
Early on, the COVID-19 pandemic had a sharp impact on the stock and bond markets, and, in turn, advisor and investor decision making.
Policy and Regulatory Commentary
An Update on the Federal Government’s Business Relief Programs
While it may seem hard to believe that March was just five months ago – not five years ago – that’s when Washington created two loan programs that were supposed to help struggling businesses keep doors open and employees on the payroll.