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Markets in Perspective: Quality Small-Cap Stocks

Higher quality small-cap companies lagged their lower quality peers in January, extending a trend that began in November. Despite recent low quality outperformance, higher quality small-cap stocks have delivered better risk-adjusted returns over the last 30 years.

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“Hey, You Never Know” – A Lottery Ticket or an Investment?

Successful investing over time is not a game of luck. It requires discipline and skill. Vontobel Asset Management considers “lottery ticket” stocks — fast-growing yet unprofitable and highly valued companies – and other signs of market exuberance amid rising economic uncertainty that warrant attention.

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Thinking Beyond the Benchmark: KAR Small-Mid Cap Core SMA Portfolio

Quality businesses have an unmistakable profile: durable earnings growth, high return on capital, strong balance sheets and cash flows, and management acumen at maintaining a competitive advantage. These attributes sound attractive, but do they really make a difference? Kayne Anderson Rudnick (KAR) believes they do.

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Where is Your Umbrella?

Some of today’s high-flying stocks have disproportionately benefited from a fall in interest rates. Others include “story” stocks whose business models are yet unproven. Vontobel Asset Management separates fact from fiction to help investors prepare for a rainy day.

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Destocking Your Portfolio

Why investors concerned about frothy stock valuations and volatility may want to consider equity alternatives like convertible and high yield bonds.

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Look for High Yield Durability in 2021

Don’t let record low rates sway you. High yield still has the potential to enhance income and total return, lower interest rate volatility, and diversify risk in fixed income portfolios.

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2021 Fixed Income Market Outlook

The COVID-19 global pandemic has had a major impact on the lives and livelihoods of all people globally. Uncertainty still remains despite promising news on the vaccine front as we end the “year of the shutdown”.

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Time to Hash Over Your Cash Stash?

Obsession with liquidity via money market funds comes at a price, which is why investors may want to consider short- and ultra short-term bond funds with higher yields as rates stay lower for longer.

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Fortune Favors the Bold

Emerging markets are widely considered to be the global economy’s growth engine. Yet, many investors only allocate a tiny percentage of their portfolios to EM. Vontobel’s study “Fortune favors the bold” shows that is set to change, revealing insights on how 300 professional investors around the world are planning to seek additional returns in emerging markets.

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Will Emerging Markets See the Light?

Over the past decade, the broad EM equity index has not kept pace with developed markets. This white paper from Vontobel Asset Management looks at why they believe emerging markets are poised to blossom again.

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ESG Scoring in an Imperfect World: Why We Rely on Our Own Proprietary System

Sustainable Growth Advisers (SGA) believes Environmental, Social and Governance (ESG) factors have a meaningful impact on a company’s ability to generate long-term sustainable growth. This article discusses why the firm relies on its own informed judgment in determining the factors that contribute to ESG scores rather than rely on ESG ratings from third party research providers.

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International Equities: 3 Timeless Tactics to Manage Market Swings

U.S. equities have outperformed for over a decade. But like a pendulum, once equity markets swing one way, they inevitably swing back. An active allocation to international equities offers three timeless tactics for managing market swings: diversification, exposure to a unique set of strong businesses, and the opportunity to buy at attractive valuations.

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Beating Frustration in the Emerging Markets

Emerging markets can be frustrating for investors. There is huge potential, and also risk. In the EM, growth and staying ahead of governance issues are both vital to compound value. The challenge is putting up with the volatility. Vontobel explains why the emerging markets remain an attractive place to be, in good times and bad, even as Covid-19 uncertainty continues to grip the world.

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A Drawdown Comparison to the Global Financial Crisis

According to Gregg Thomas, Director of Investment Strategy at Wellington Management, the market has been engaging most on companies that might not pass the "going concern" test in the face of the first real growth shock we’ve seen since the GFC, and that these companies are seeing a massive increase to their discount rates. Wellington’s definition of solvency looks at the relative distance to a default (similar to the model used by credit-rating agencies).

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Activate Your Fixed Income

Amid growing uncertainty, investors have shown greater interest in bond funds but must contend with a variety of risks as central banks around the world continue to implement unprecedented negative rate policies and the Federal Reserve remains accommodative. Here’s a guide to why active management matters.

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Implications of the Yield Curve Inversion

The ten-year U.S. Treasury note yield recently fell below that of the two-year note for the first time since 2007. Should the yield curve stay inverted for an extended period, it is clearly a negative development for economic growth. Kayne Anderson Rudnick (KAR) believes the yield curve tends to be a more accurate forecasting tool than many economists or Wall Street strategists, and should prompt the Fed to extend rate cuts.

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Managed Accounts: Considerations for DC Plan Sponsors

Plan sponsors have a wide variety of investment solutions available to them in today’s retirement plan marketplace. This paper provides a framework for evaluating the potential benefits of including managed accounts as a complementary plan solution alongside participant-directed investments and target date funds.

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Vontobel Viewpoints: Trading in China A-Shares

Vontobel Viewpoints: Trading in China A-Shares

China continues to open its market to foreign investors. The recent addition of 236 large-cap China A-shares to the MSCI Emerging Markets Index, among other MSCI indices, will lead to a significant increase in first-time overseas investors entering the Chinese A-share market. Vontobel Asset Management outlines how investors are able to get exposure to this opportunity.

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