Stay-at-home vs. return-to-office factors: Impacts on equity markets ?>

Stay-at-home vs. return-to-office factors: Impacts on equity markets

Harin de Silva, Portfolio Manager with our Analytic Investors team, discusses stay-at-home vs. return-to-work as quantitative factors, how they’ve affected equity markets, and their potential impacts going forward.
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The week that was … the week to come ?>

The week that was … the week to come

Every Friday, Brian Jacobsen provides perspective on key events and topics of the current week and his thoughts about what the week ahead may hold. Here’s his report for the
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Chart of the week: Global economy: Monetary policy ?>

Chart of the week: Global economy: Monetary policy

Our Market Optics chartbook contains data-driven insights that power our portfolio management teams’ views, ideas, and decisions. Each week, we’ll take a look a closer look at one of the charts.
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The week that was … the week to come ?>

The week that was … the week to come

Every Friday, Brian Jacobsen provides perspective on key events and topics of the current week and his thoughts about what the week ahead may hold. Here’s his report for the
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Is now the time to consider value in emerging market equities?

For most of the past decade, growth stocks have benefited from a low-growth, low-interest-rate environment. This has been true across both developed and emerging markets, and many growth-oriented stocks have benefited further in the wake of the pandemic. However, the global growth/value cycle may have turned in late 2020, leading to significant outperformance of value stocks since. We think this style reversion may have some legs, particularly among emerging market equities. This article explains why now may be an opportune time to favor a value orientation in emerging markets.

Having fun yet? You should be—Real estate has even more room to run

This episode features a discussion around why real estate continues to remain an attractive area of investment, despite higher prices and the pandemic. To discuss this topic and more are Garth Newport, Senior Portfolio Manager, and Joe Bachmann, Senior Research Analyst with the Private Market Value (PMV) Equity Team.

The week that was … the week to come

Every Friday, Brian Jacobsen provides perspective on key events and topics of the current week and his thoughts about what the week ahead may hold. Here’s his report for the week of August 28–September 3, 2021. Plus: Since we started a new month on Wednesday, there’s a quick recap of the big stories from August 2021.

Looking ahead to the rest of 2021 after the unofficial end of summer

With Labor Day right around the corner, we’re talking with Brian Jacobsen, Senior Investment Strategist on the Multi-Asset Solutions Team, to examine some current and key market and labor statistics and see if we can decipher what we might expect for the remainder of 2021.