Tag: Equities

Welcome to the Rising Rate Environment

In the face of sustained inflation and the Federal Reserve’s push to boost interest rates, asset managers and advisers are tweaking portfolios and rethinking longstanding allocations.

Learned Lessons and Market Musings From CIO Bob Doll

The Crossmark investment leader expects 2022 to be more challenging for investors, as central banks unwind supportive policies in response to the ongoing economic recovery and macroeconomic conditions drive higher inflation.

Basic Market Lessons Reinforced by 2021

Among the takeaways one investment expert has from the year is that structural forces have a large influence on interest rates and may keep them relatively low despite the efforts of policymakers.

J.P. Morgan: Doing Well and Doing Good Are Compatible

Historically, investors tended to consider ESG factors either to increase risk-adjusted returns (doing well) or to achieve sustainable outcomes (doing good). A new analysis suggests there is no meaningful trade-off between the two when investing in public markets.

Average 401(k) Equity Allocation Surpasses 70%

The latest update of the Alight Solutions 401(k) Index shows the average asset allocation to equities rose in June to the highest level in 20 years. The index shows investors were content to watch their balances rise, as there were no days of above-normal trading activity. Average net trading activity was 0.009% of 401(k) balances, down from 0.011% in May.

A Markedly Positive Mid-Year Market Check-In

Millions of jobs have returned as the country has reopened, thanks to the positive impact of the COVID-19 vaccination program, but as the U.S. enters the second half of the year, sources say some ‘problems of success’ have emerged.