The Markets

“Although the unfortunate reality is that volatility like this may be here to stay until the coronavirus runs its course, experience has proven time and time again that...

Despite periods of volatility in the past decade, retirement plan investors have benefitted from a strong equity market and their com­mitment to investing in tax-qualified vehicles.

Investors continue to favor fixed income, the Alight Solutions 401(k) Index finds.

The trend of small trades away from equities to fixed income funds seems to suggest participants were rebalancing their portfolios, not making drastic changes to their investment mix,...

PIMCO says that rather than go with an all-actively managed target-date fund (TDF) or an all-passively managed TDF, a mix of the two makes sense—and that there is...

“Stocks are trading at a very high price-to earnings ratio, and we don’t see that as sustainable,” says Jon Barry, senior retirement strategist at MFS.

From an operating perspective, plans can use private investments in a multi-asset class investment vehicle.

An ever-greater proportion of the wealth being generated by the U.S. and global economies is locked away in private equity markets.

“We think 2020 will be another year of slow growth—durable enough to avoid recession but disappointing to those looking for improvement,” says Bob Browne at Northern Trust.

Are earnings estimates too high? Is the trade progress substance or show? How long can a recession be avoided? What might the election mean for the economy?

Experts says environmental, social and governance investing mandates are being boiled down to more practical, discrete risk areas, such as cybersecurity or board diversity.

There were no days of above-normal trading activity, according to the Alight Solutions 401(k) Index.

S&P studied companies demonstrating three levels of carbon sensitivity and found that all three held up in terms of stock performance; furthermore, S&P says these companies are well...

Asset managers also expect modest economic growth to shift investors’ attention to smaller companies, value stocks and cyclical sectors.

If the Fed continues to cut interest rates, sources say, stable value funds will likely prove to be superior in comparison with money market funds.