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Which Companies Lost Most in Europe’s Lost Decade? 

If uncertainties over deglobalization persists, the performance divide between Europe and the U.S. could widen further. Have European firms been more at risk, given they have had more international revenue than U.S. companies?

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Hedging Inflation with Equities 

Equities have traditionally been viewed as a hedge against inflation, based on the assumption that companies’ revenues adjust for inflation over time. But what has been the short-term impact on equity portfolios?

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An ‘ESG-First’ Approach to Portfolio Construction 

A new administration in the U.S. and ESG-related regulations in Europe may further increase investors’ sustainability focus. We examine an “ESG-first” approach to integrating measurable ESG and climate considerations into portfolios.

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Accounting for Revenue Sources Tells a Richer Story 

Despite North America’s outsized weighting in the MSCI ACWI Index, companies in the index generated only 30% of their global revenues there. We explore how examining revenue sources may help uncover opportunities of economic growth around the world.

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Can diversification help weather the coronavirus storm? 

Whether investors include a tactical approach or invest strategically for the long term, diversifying across factors, sectors and geographies has historically played an important role in portfolio construction. 

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Emerging market country allocation matters 

Investors with strong convictions on emerging markets might consider an approach allowing tilts toward or away from specific themes, such as active allocation to single-country index-based funds. We explore considerations linked with this approach.

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Beware high dividend yield traps 

During low interest-rate, high-volatility environments, some investors have turned to high dividend-paying stocks. However, overly simplistic approaches to selecting dividend-paying securities exposed investors to potential “yield traps.” Could these traps have been avoided?

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Is Europe more than the sum of its parts? 

Investors have a choice between investing in European stocks regionally or through local-country index-based portfolios. What are the pros and cons?

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Brexit and the risks of home bias 

Every so often, a country can be hit by a negative event — a tidal wave, a terrorist attack, a political uproar.