Tactical Investment Strategy, December 2020
For the first half of 2021, we believe a continued economic recovery, supportive policy efforts, and a vaccine-related normalization in activity should drive further upside for risk assets and upward pressure on long rates, and keep reflationary pressures alive. Our broad positioning remains geared toward upside with an overweight in equities across balanced strategies and a more a diversified posture within our fixed income allocations.
Focusing on the Three C’s for Fixed Income Investing
Fixed income investors have benefited from falling rates and a recovery in spreads, which has generated attractive returns thus far in 2020. As we approach the end of . . .
Staying Invested Through Market Volatility
During the last four market corrections, on average roughly two-thirds of an investor’s downside was recovered in just two weeks. Pulling out of the market during a . . .
The Many Shades of ESG Integration: A Survey of U.S. Equity ESG ETFs
As the number of ESG ETF options continues to rise, it is increasingly important for investors to “look under the hood” . . .