Odds Are Good that Markets Will Keep Rising… as Long as Volatility Declines

If one of our investment goals is to prevent a lot of money from becoming a little, then the basis for our investment must be a well-researched forecast of return.

Posted 08.11.20 Olivier d'Assier

Stock and bond investors at odds over recovery…or are they?

For many weeks, investors and market commentators have been puzzled by the apparent “disagreement” between the stock and the bond markets over the expected shape of the economic recovery.

Posted 08.05.20 Christoph Schon, CFA, CIPM

Diversification Enhancer or Performance Detractor? The Concentration Rule’s Impact on Growth Performance

Yet another issue has cropped up, leading to unique challenges for investors — the impact of SEC diversification rules, which until now have not had a substantial portfolio impact.

Posted 08.03.20 Melissa R. Brown, CFA

The US market can thank its FAANGs

The phenomenal run of FAANGs pushed the US market into the black year to date, while the shifting sands of risk did not spare the FAANGS.

Posted 07.30.20 Diana R. Baechle, PhD

The STOXX Europe 600 Paris-Aligned Benchmark

Melissa Brown discusses the STOXX Europe 600 Paris-Aligned Benchmark Index, and the strategy driving a higher return and lower volatility than its benchmark.

Posted 07.30.20 Melissa R. Brown, CFA

Emerging Markets lag China in equity-market gains, but also risk

China’s weight may dominate Emerging Markets, but returns and risks have gone their own way. Emerging Markets in aggregate have not mirrored China’s recent equity-market gains.

Posted 07.16.20 Diana R. Baechle, PhD