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| A ‘Brittle’ Financial System Persists, 10 Years After Crisis |
| PLANADVISER this week received a number of written commentaries highlighting the 10th anniversary of the collapse of Lehman Brothers; while some lessons have been learned, experts still worry about the “brittleness” of the U.S. and global financial system.
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| Volatility Can Strengthen the Advisory Relationship |
| Advisers are finding new ways to help clients cope with the powerful sense of panic that can quickly set in when broad equity market indexes start to fall.
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| ‘Dilution’ Can Derail Outperformance in Institutional Factor-Based Portfolios |
| In conversation with PLANADVISER, Northern Trust Asset Management’s head of quantitative research steps through some of the pros and cons of using factor-based portfolios and so called smart-beta strategies; he sees big opportunities, but also warns about the “dilution” phenomenon.
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| Volatility, Strategic Thinking, and Long-Term Perspective |
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PLANADVISER presents an impromptu Q&A with John Diehl, senior vice president of strategic markets for Hartford Funds, on the subject of market volatility and keeping a long-term perspective amid big equity price swings.
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| Bull and Bear Market Fundamentals for Participants |
| All too often, participants are focused on what markets have done in the last several months or years, and they get away from remembering the basics of long-term investing and saving.
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| Getting Serious About TDF Sequence of Returns Risk |
| The growth in target-date fund usage continues to be incredible; missing is a deeper discussion of sequence of returns risk and other potential challenges for participants associated with this growth.
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| Demand for Private Debt Creates Crowded Market |
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Institutional investors’ interest in mid-market corporate direct lending is driving large capital flows into a squeezed portion of the market, according to Willis Towers Watson, resulting in downward pressure on returns and greater risk.
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