Search results for: volatility
Considering International Investments in Times of Market Volatility
Investment experts remind retirement investors that international investments can help to diversify a portfolio
Despite the Volatility, Market Experts Shy Away From Predicting Recession
Brexit uncertainty. An inverted yield curve. A burgeoning trade dispute between the U.S. and China. Slowing global growth and shifting currency valuations. Is it all enough to spark...
Despite Volatility, July Was a Slow Trading Month for 401(k) Investors
It was also the 18th month in a row that net trades have moved from equities into fixed income
U.S.-China Trade War Fears, Volatility Spark 401(k) Trading Spike
“We just had an asset-allocation meeting and we spent probably half of it talking about global trade tensions and the China-U.S. relationship,” says Bob Brown, CIO at Northern...
Investors, Advisers Foresee Increased Volatility
Both groups have become less optimistic since the start of the year, according to Nationwide.
As Bull Market Ages, Coaching Investors on Volatility Remains a Must
Novice investors’ reactions to stock market volatility present an endless and intriguing field of study for behavioral economists, but for financial advisers, poor client decisionmaking is a serious...
4Q18 Volatility Wiped Out Funding Status Gains for DB Plans
Pension plans’ funding rose a mere 70 basis points last year, according to Goldman Sachs Asset Management.
Active TDFs May Help With Market Volatility, Sequence Risk
While passive target-date funds (TDFs) dominate the defined contribution (DC) retirement plan market, Cerulli suggests that touting advantages of active TDFs could make plan sponsors reconsider.
As Volatility Slowed in January, so Did Trading Activity
It was the slowest start to the year in the 20-plus years of the Alight Solutions 401(k) Index.
Trendspotting
The ‘Volatility’ Conversation
Advisers can help refocus participants on their respective time horizon
Fidelity Sees Continued Progress in 401(k) Plans Despite Market Volatility
With participants not panicking in Q4 2018 and the longer term trends resulting from automatic plan features, Fidelity Investments finds an overall improvement in average participant savings and...
For Millennials, Market Volatility Can Bring Opportunity
While workers with nearer retirement dates fret stock market volatility, Millennials have the chance to buy discounted shares and enjoy compounding returns.
Ways to Talk to Participants About Equity Market Volatility
Aside from ensuring diversification, plan advisers can help refocus participants on their respective time horizons, whether it’s a Millennial looking at retirement 30 years down the line, or...
Managers’ Long-Term Outlook Gives Context for Current Volatility
Despite slowing global growth, disparate inflation rates, and continued normalization of U.S. monetary policy, economists with Vanguard and J.P. Morgan Asset Management believe that a near-term recession will...
Amid Volatility, Advisers Report Ongoing Client Equity Focus
Despite clients' tendency to focus on equity performance, half of advisers surveyed by Incapital expect their clients will be increasing allocations to fixed income or cash over the...
Americans Reporting Feeling More Exposed to Market Volatility
And a majority, 65%, say it is tougher now to get ahead financially than it was before the financial crisis, Natixis found in a survey.
Stock Market Volatility Brings Predictable 401(k) Trading Spike
Preliminary data shared by Alight Solutions shows the firm’s 401(k) trading index spiked on Monday October 29; investors making moves shunned growth assets and paid premium prices for...
Helping Participants Brace for Market Volatility
The only person who gets hurt on a rollercoaster is the one who jumps out; advisers should stress that volatility is the price individuals pay for long-term performance.
Alternatives Seen as a Panacea for Volatility
More advisers are turning to alternatives, according to a report from BNY Mellon | Pershing.
Advisers See Investor Reaction to Market Volatility as a Challenge
Besides providing investment advice, 88% of advisers think they need to guide clients through emotional decisions.