Tag: Equities

Wary of economic recession and volatile markets, young workers are going the way of their grandparents and great-grandparents when it comes to investments and money management.

Three new hires have joined Forward Management LLC, including Eric Sagmeister as portfolio manager, John Palmer as senior analyst, and Robert Rosner as regional sales director.

Advisers to defined benefit (DB) retirement plans may face challenging allocation questions as the funded status of corporate pension funds improves.

Defined contribution (DC) plan participants saw average daily transfer activity increase in December 2013 over the previous month, according to the Aon Hewitt 401(k) Index.

Year-end analysis shows a strong finish for equity markets in 2013, with net flows for stock funds and exchange-traded funds (ETFs) exceeding $400 billion.

Incapital and Nuveen Asset Management unveiled a new equity unity trust built around Bob Doll’s 2014 market predictions.

A new survey finds that retirement plan participants tend to make investment decisions conservatively.

Global asset manager Russell Investments is implementing a series of strategic asset allocation changes to several retail product offerings in the U.S. market.

RBC Global Asset Management Inc. released four new emerging markets and fixed-income fund options.

Saturna Capital Corporation has launched lower-cost institutional shares of the no-load Amana Income, Amana Growth, and Amana Developing World funds.

Alternative strategies have been successful in increasing the portfolio returns of institutions, as well as reducing investment risk, over the past 20 years.

Investors should expect strong equity market results through 2014, with the potential for real U.S. GDP growth to approach 5% in multiple quarters.

The funded status of U.S. corporate pension plans reached 95.2% in December 2013.

Interest in equities continued to grow through the end of 2013, especially with regard to retirement-based investments, year-end analysis shows.

Nuance Investments, a classic value investment firm, has launched the Nuance Mid Cap Value Fund.

Michelle Borre and her team of investment analysts have moved within OppenheimerFunds to join the investment firm’s global multi-asset group (GMAG).

Investment management firm T. Rowe Price closed its New Horizons Fund and Small-Cap Stock Fund to new investors, along with similar portfolios for institutional clients.

Greater numbers of 401(k) participants are investing in target-date funds over the long term, says a new report.

The global economy is improving, inflation will stay moderate and equities will outshine bonds in 2014, say Merrill Lynch and U.S. Trust.

Defined contribution (DC) plans have already taken some lessons from defined benefit (DB) plans.