Tag: Fixed income

A Cerulli Associates survey finds anticipated change in the interest rate environment remains the top concern of U.S. insurance providers. 

Often, investment jargon is designed to market and not to inform, says Segal Rogerscasey’s CIO Tim Barron.

Head of insurance solutions at Lincoln Financial Distributors suggests advisers have as much to gain from education around long-term care planning as clients do. 

Academic scholar and adviser to the Georgetown Center for Retirement Initiatives shares his ideas for creating state-supported “individual DBs” to bring workplace retirement benefits to more private-sector workers.

Process Unity unveils new integration with Salesforce, while BlackRock adds to its lineup of sustainable investing funds.

Investment managers surveyed by Northern Trust have changed their views since the second quarter.

The most recent market environment reinforces the need for bonds and should encourage plan sponsors to look at innovative strategies.

Bond ladders can be built to perform well in a variety of interest rate environments.

This week’s new investment products and services include an absolute return fund from Goldman Sachs; a book about stable value investing from Stable Value Consultants; and the launch...

It should benefit long-term investors when interest rates start ticking up, but some distressing client circumstances could coincide with a rate hike. 

The last full week of August was a test of will for retirement plan participants. Many buckled under the pressure.

Franklin Templeton launched a flexible alpha bond fund; Morningstar announced new ESG tracking and reporting capabilities ; and American Century started a new alternative investment brand.

Many advisers are trying to address client concerns about when rates will rise.

Movement in the effective interest rate decreased pension plan liabilities sharply during the second quarter of 2015.

International equity offerings attracted nearly $25 million for the month.

Some investors believe equity markets are dangerously inflated. Others see strong fundamentals and room for optimism. Who’s right?

Net inflows to stock and bond funds totaled $21.7 billion in May 2015, according to Strategic Insight.

A rigorous new study out of George Mason University takes a strong positive stance on using lifetime annuities over structured withdrawals.

More than half (56%) of retirement plan participants have no strategy for making their money last throughout retirement.