ESG and Fixed Income—a Natural Fit
Both quantitative and qualitative research suggest bonds issued by companies with favorable environmental, social and governance (ESG) ratings can offer...
Tag: Fixed income
Investment-Oriented
Make It Last
Participants must choose income products that meet their individual needs.
401(k) Equity Allocations Edged Higher in October
While trading during the month favored fixed-income funds, with the positive stock market movements, average asset allocation in equities increased from 67.1% in September to 67.3% in October.
Investment-Oriented
Is Fixed Income Working?
For older participants, advisers should find investments that avoid volatility.
What Prolonged Low Rates Mean for TDF Investors
While they are responding in different ways, tactical and strategic target-date fund managers all have to adjust to a new...
401(k) Investors Continue to Flee Equities
The third quarter marked the seventh consecutive quarter that 401(k) participants have moved their money from equities into fixed income, according to Alight.
Investors Favored Fixed Income in the First Quarter
Nearly 90% of the days in the quarter saw net trading activity favor fixed income, according to the Alight Solutions 401(k) Index.
Participants Favored Fixed Income in February
On 89% of the trading days, 401(k) participants moved the majority of their money into fixed income, according to the Alight Solutions 401(k) Index
Teachable Moments from Bill Gross’ Run as the ‘Bond King’
Bill Gross’ reign as the “Bond King” offers a chance to reflect on the benefits and challenges firms face when they have superstar employees.
Trendspotting
ESG Opportunities via Fixed Income
More than half of asset managers now apply 'ESG' beyond equities
Managers’ Long-Term Outlook Gives Context for Current Volatility
Despite slowing global growth, disparate inflation rates, and continued normalization of U.S. monetary policy, economists with Vanguard and J.P. Morgan Asset Management believe that a near-term recession will...
Amid Volatility, Advisers Report Ongoing Client Equity Focus
Despite clients' tendency to focus on equity performance, half of advisers surveyed by Incapital expect their clients will be increasing allocations to fixed income or cash over the...
Stock Market Volatility Brings Predictable 401(k) Trading Spike
Preliminary data shared by Alight Solutions shows the firm’s 401(k) trading index spiked on Monday October 29; investors making moves shunned growth assets and paid premium prices for...
Institutional Investors Seek ESG Opportunities via Fixed-Income Vehicles
BlueBay Asset Management's My-Linh Ngo offers a crash course in ESG fixed income.
Investment Product and Service Launches
Northern Trust Launches Outsourced Trading Capability; State Street and Charles River Development Acquisition Improves Investment Platform; Mercer and Morningstar Launch Digital Analytics Platform; and more.
Short-Term Rate Hikes Sting, But Long-Term Investors Can Benefit
Vanguard’s chief economist warns that rising rates may sting in the short term, but book value losses should be offset by higher future returns—rewarding those with perspective and...
Northern Trust Outlines Relatively Rosy Five-Year Market Outlook
Broadly speaking, Northern Trust’s Capital Market Assumptions Working Group expects continued global economic growth, controlled inflation and accommodative monetary policy.
Passives, Smart Beta and Alternatives Reshape Investment Landscape
According to Boston Consulting Group, among asset management products, passives were far and away the fastest growing category in 2017, with a record 25% increase in AUM over...
Are Your Clients Missing Opportunities in Fixed Income?
Greg Hahn, founder and chief investment officer at Winthrop Capital Management, offers some timely analysis on the flattening of the yield curve and navigating a rising interest rate...
Fixed Income Favored in 401(k) Trades During June
According to the Alight Solutions 401(k) Index, June was a slow month for trading in defined contribution plans; when 401(k) investors made trades, they tended to favor fixed...