Happy Friday, readers! This weekend’s newsletter focuses on the always timely topics of investing and the markets. Recent PLANADVISER articles have touched on such themes as the growing acceptance of ESG investing in the United States, the potential performance of stocks and bonds in 2020, the importance of using participant data in default investment decisions, and more. We hope you will share some of what you read with a client or colleague.
Roughly 80% of participants initially accept target-date funds when they are offered as the default investment, although acceptance declines to approximately 70% after five years of participation.
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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?
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Experts says environmental, social and governance investing mandates are being boiled down to more practical, discrete risk areas, such as cybersecurity or board diversity.
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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 managed.
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Giving retirement plan sponsors legal protections when they offer lifetime income products doesn’t change the fact that investors generally have low opinions of annuities.
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