Can Muni Investors Overcome November’s Losses?
Europe’s Bond Benchmarks Exposed
Why Rising Rates Are Good for High-Yield Credit
Italy’s Referendum Adds Unease to European Markets
Merger Mania Reflects Growth Conundrum for Investors
Trumpflation Risk: What You Need to Know
Swinging Factors Shake Core Performance
Trump Accelerates Move to a New Era for Equities
Ride the Wealth Wave to Emerging-Market Stocks
Beyond Face Value in European Equities

Beyond Face Value in European Equities

by Tawhid Ali, Nelson Yu

European value stocks have rallied recently. But identifying cheap stocks with recovery potential is still extremely difficult. It’s time to consider new approaches to discover attractively valued equity opportunities across Europe’s complex market landscape.

Equities


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Raising the Bar for ESG Investing Expectations
After Trump Win, Muni Investors Rack Up Losses

After Trump Win, Muni Investors Rack Up Losses

by Guy Davidson

How to distill the market reaction to the Republican sweep? Maybe this: investors expect huge infrastructure spending, less regulation and much lower tax rates to mean big fiscal stimulus. It registered in a rally for equities and a sell-off in the bond markets, especially municipals, where tax rates matter—a lot.

Fixed Income


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When US Rates Rise, Stand By Your Credit
When Emerging Markets Grow Up
A Post-Election View on US Equities

A Post-Election View on US Equities

by James T. Tierney, Jr.

Following the US election of a Republican White House and Congress, fortunes may have shifted for some sectors of the stock market. What are the prospects for healthcare, financials, and—especially—companies highly dependent on global trade?

Equities


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The Trump Five: A Closer Look at the Economic Agenda
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