WSJ: What Is Quad 4?

By SIMON CONSTABLE 

When inflation and GDP growth are slowing, the U.S. economy is in Quad 4, according to Hedgeye Risk Management. Read more here.

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WSJ: A Nasdaq ‘Covered Call’ ETF Grows

By SIMON CONSTABLE

Assets in Global X Nasdaq 100 Covered Call have almost tripled since the start of 2019, as more investors look to hedge their bets. Read more here.

WSJ: Emerging Markets Lose Money, Get More

By SIMON CONSTABLE

A net $41 billion has flowed into emerging-markets equities funds in the two years through December 2019, coinciding with a period of significant underperformance. Read more here.

Korn Ferry: When Leaders Have No Answers

By SIMON CONSTABLE

The coronavirus crisis will be a challenge for even the most talented executive, but it's also a golden opportunity to practice some key skills. That includes one that most leaders tend to avoid: not having all the answers.

As we all know, the outbreak that is now sweeping across the world is leaving many workers frightened and wanting answers. But that doesn't mean corporate heads need to be an all-knowing leader, says Kirsta Anderson, Korn Ferry's global leader for culture and engagement. Indeed, experts suggest avoiding certitude that those in a crisis naturally seek.  “In this situation, it is not possible," she says. That's because there are too many unknowns. Read more here.

Korn Ferry: The New Stay-Home Policy

By SIMON CONSTABLE

First, there were government-mandated quarantines, in one country after another, each creating new levels of concern for the public. Now, a business-led version of these steps is emerging with a key question: How well can it be implemented?

To fight the coronavirus, some companies across the globe are imposing self-quarantines, with clearly defined rules about who can come to the office, who can’t, and what travel arrangements are allowable or advisable. The rules typically rely on information from the World Health Organization and local health organizations, and few question their need—just how they will be imposed in the realities of many operations. Read more here.

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Forbes: Coronavirus Crash Will Leave Stocks Higher 12 Months From Now, History Shows

By SIMON CONSTABLE

Investors are acting like the world is about to end.

But the truth is that the Coronavirus won’t destroy global business any more than previous viral outbreaks, at least if history is anything to go by. Better still stocks should rally over the next 12 months, leaving investors ahead of the game. Read more here.

Forbes: Is It Time To Buy Emerging Markets Stocks? Yes, Says UBS

By SIMON CONSTABLE

Who wants to buy into emerging markets (EM) stocks?

On the face of it, the sector doesn’t seem too appealing in the wake of the China-born Coronavirus outbreak. China has a 33% weighting in the MSCI emerging markets index and Beijing has made many missteps in managing the crisis.

But the reality may be far better than some investors know. Read more here.

UBS

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