Tag: Equities

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.

Generating Income Tops Adviser Concerns

Most advisers are optimistic about equity markets and believe the Trump administration will have a positive impact on their business, but pessimism about the bond market prevails.

Fixed-Income Holdings Can Make Or Break TDF Performance

J.P. Morgan’s head of target-date strategies urges plan advisers to reexamine the “critical role of fixed-income assets in target-date funds,” highlighting ways they can help clients generate stronger risk-adjusted returns and manage volatility.