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Market Outlooks
Weekly Macro Update: Value or Values?
As investors increasingly seek strategies that both deliver returns and advance core values, asset managers have been testing different approaches.
Market Outlooks
Weekly Macro Update: The U.S. Grabs the Global Recovery Baton…
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Slow vaccination programs continue to delay the reopening of EU economies. The Fed showed that even with better growth and inflation outlooks, it remains committed to its accommodative stance. Elsewhere, China activity data so far this year shows the uneven recovery continues.
Market Outlooks
Finding Balance After a Significant Q4 Rebound
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Philip Straehl, Gloabl Head of Research for Morningstar Investment Management LLC, gives our take on where asset class valuations stand, after the market volatility of 2020. He also covers the global aggregate reward-for-risk picture, and our outlook on major asset classes.
Market Outlooks
Weekly Wire: We’ve got Georgia on our minds
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When one thinks of the great state of Georgia, one often thinks of the classic tune, “Georgia On My Mind,” and the late, great Ray Charles, who first recorded it in 1960 and made it famous around the world.
Market Outlooks
Weekly Wire: The (presumed) policy implications of 11/3/2020
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While we won’t know for sure which party will control the US Senate through 2022 until Georgia decides both of its US Senate elections via a January 5, 2021 runoff, we are comfortable assuming the United States will face a divided government the next two years, with a Democrat in the White House, a Democrat-led House of Representatives, and a Republican-led Senate.
Market Outlooks
Weekly Wire: For the market, an unpleasant, but not unexpected, September and October
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We just closed the books on a tough two months for the market, with the S&P 500 Index (S&P 500) off 3.8% in September and off 2.8% in October.
Investing Ideas
Guide to ESG Investing
Even through the downturn in early 2020, you may have noticed clients still considering investments in line with their Environmental, Social, and Governance (ESG) values. Our four-step guide provides a framework for discussing sustainable investing as part of your financial planning process.
Market Outlooks
Weekly Wire: Something worth paying attention to other than the election
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What – other than the election – should be commanding investor attention these days? Our vote would be the bond market. To help put politics and the bond market in the same neat little box, we turn to renowned political consultant James Carville, who in the early 1990s said, “I used to think that if there was reincarnation, I wanted to come back as the president or the pope or a .400 baseball hitter.
Fixed Income Insights
CLOs: A Bias Toward Quality
CLOs continued their rebound in the third quarter, but the potential for volatility going forward is high. In this environment, there may be benefits to moving up in quality.
Fixed Income Insights
High Yield: Halfway There?
The shock was the story in the first quarter, the stimulus was the story in the second—but we’re decidedly not yet in the post-COVID era, and the path to economic recovery remains unclear. What does that mean for high yield?