Behavioral finance can help explain some of today’s market volatility – and point the way to potential investment opportunities.
When “anchoring” creates market dislocations
Myron Scholes on Time: Time diversification
A discussion on time diversification and its importance in effecting investment outcomes.
Technology transfer: latest front in US-China trade war
US restrictions on semiconductor exports illustrate the prominence placed on controlling sophisticated technologies in global economics and geopolitics.
Test Jazz
OWN REAL ESTATE IN A DIFFERENT WAY Own. Innovate. Diversify Find out more STAY BALANCED DURING TURBULENT TIMES Flexible. Resilient. Dynamic Find out more 在動蕩市況中保持平衡 靈活多變 · 強韌不息 了解更多 Key Risk Defense Margins Inflation Wide margins, pricing power Ownership Slowing Growth Nimble management to navigate a downturn Advantages Slowing Growth Competitive advantages and durable
Research in Action: Finding resilience in the consumer sector
How US households and consumer sector companies are navigating the crosscurrents of resurging demand, high inflation and slowing growth.
Chairman Powell’s policy primer
Chairman Jerome Powell delivered a forceful reminder to markets that the US Federal Reserve remains focused on price stability.
How tech stocks can overcome inflation
Tech stocks have come under pressure during months of elevated inflation, but that doesn’t mean the sector’s long-term growth potential has diminished.
Quality is a virtue
In a unique recovery environment, sector and style decisions should not be based on a traditional recovery playbook.
Why invest in tech stocks now?
Despite the challenging macroeconomic outlook, technology retains a critical societal role.
Keep it real (return) with high dividends
Ex-U.S. equities may offer diversification benefits and higher dividends, but active management is warranted to avoid value traps.