Advisers and plan sponsors should consider both use and education around target-date funds after 2022 declines, according to new research from MFS.
Market guru Bob Doll of Crossmark believes a mild recession is imminent due to the Fed’s continued monetary tightening to try and tame inflation.
The Crossmark investment leader’s self-evaluation turned up a passing grade for a rocky, and historic, 2022 in the markets.
Investors favored moving assets into fixed income funds during 18 out of 21 trading days.
The latest data from Alight Solutions show all but two trading days saw net trades moved from equities to fixed income.
Traders favored equities in the beginning of the month as stocks were gaining, but they preferred fixed-income funds in the month’s second half amid Wall Street sell-offs.
According to a Charles Schwab report, average balances across all self-directed brokerage accounts finished 15% lower than the first quarter.
There are some encouraging signs to suggest inflation may be slowing, but experts warn investors may get ahead of themselves if they think growth is a foregone conclusion this quarter.
The latest data from Alight Solutions shows there were no above-normal trading days.
The latest data from Alight Solutions shows five above-normal trading days in June.
Investors remain wary of the equity market’s volatility, as no trading days in May exceeded three times the average.
Investors limit reactionary trades despite equity markets posting their worst month in two years.
April was a hard month for the markets, and the beginning of May has been even more brutal, but investment experts still see room for tempered optimism about the remainder of the year.
The first quarter was busy for investors despite March’s market rally.
Facing some jarring geopolitical events, 401(k) investors reacted with above-normal trading activity during February.
On average, 0.017% of balances were traded daily in January despite the backdrop of a volatile stock market, according to Alight Solutions.
With markets off to a choppy start in 2022 and rate hikes on the horizon, inflation is top of mind for many investors, as demonstrated by a D.A. Davidson survey.
One of the key lessons to remember in multi-asset investing is that there is no free lunch, and those who benefit from taking the most risk are likely to feel the most pain when market conditions sour.