Tag: Equities

Fixed Income Portfolio Outlook for 2018

Year-end analysis shared by Charles Schwab suggests the appointment of Jerome Powell to be the new Federal Reserve leader likely means that interest rates will continue to move up slowly and cautiously.

PANC 2017: Measuring TDF Performance

Against the background of strong equity market performance in the last seven or eight years, passive target-date funds now account for 42% of the TDF market, compared with 27% in 2009. 

2017 Mid-Year Market Outlook from Bob Doll

Nuveen’s lead equity strategist Bob Doll suggests one of the “biggest U.S. economic wildcards” is the political backdrop, but other crucial factors are at play behind the headlines. 

PLANADVISER DCIO Industry Snapshot

Mutual funds continue to be the investment vehicle of choice among the 42 DCIO providers surveyed, while exchange traded funds are almost entirely avoided.

Retirement Industry People Moves

Pavilion Advisory expands consultant team; American Century Investments names head of ETFs; Deutsche AM expands equities portfolio management team; Lockton hires senior VP; Glenn Reed retires from Vanguard.