Search results for: volatility

Market volatility poses a real challenge for advisers working to keep clients focused on longer-term goals.

An analysis by Fidelity indicates 401(k) investors who stuck with equity allocations after the 2008 financial crisis fared better than those who didn’t.

Experts suggest many long-term investors have absorbed central lessons about volatility and trading—especially among more sophisticated segments of the investing population. 

The most recent market environment reinforces the need for bonds and should encourage plan sponsors to look at innovative strategies.

It’s both a positive and a negative sign that retirement plan participant call volume hit record levels at Empower Retirement last week. 

Eighty-seven percent of advisers say their clients are leery of equities.

They point out that volatility is the price investors pay for potential returns.

Institutional asset managers are still bullish on U.S. stocks for 2015, though global volatility concerns continue.

As asset managers and investors realize the usefulness of managed volatility strategies, assets continue to rise according to...

Financial professionals were increasingly focused on market volatility in the second quarter of 2014, says a quarterly adviser sentiment survey from Fidelity Financial Advisor Solutions.

Despite an extended period of relatively calm markets, advisers say the top investor-initiated conversation remains on the topic of market volatility, according to a survey from Russell Investments.

Taught by experience how quickly stock-market volatility can destroy wealth, investors have gained a healthy appetite for risk management solutions, says Adrian Banner, CEO and CIO of INTECH.

It sounds like the ever-elusive free lunch—an investment strategy that reduces the potential for major losses while still pursuing the market’s strongest opportunities for growth.

Putnam Investments is putting more emphasis on investment strategies that can help financial advisers and their clients pursue strong, risk-adjusted performance in volatile markets.

Asset management firm MFS launched two mutual funds designed to provide equity exposure with less overall volatility.

Horizons ETFs Management (USA) LLC launched the Horizons S&P Financial Select Sector Covered Call ETF.

Registered investment advisers (RIAs) look at alternative investments and tactical management as the keys to navigating volatility in the current market.

Hedge funds can provide both diversification and returns – without significantly changing the risk profile of the portfolio – as interest rates rise from historic lows.

 Sources say they are optimistic about market recovery but predict volatility will be present in the short term.   

The Fidelity VIP Target Volatility Portfolio is designed to deliver more consistent returns in guaranteed benefit products.