HSAs Need to Offer Equities, Multi-Assets and Fixed Income, Devenir Says
It would also be good for them to include emerging markets equities, target-date funds, alternatives, international bonds and specialty bonds.
Tag: Fixed income
A Mere 0.14% of DC Balances Were Traded in May
When trades were made, there was a continued movement away from equities into fixed income.
Investment Product and Service Launches
Franklin Templeton Creates Additional Active Funds; Hartford Funds Presents ETF Focused on Fixed Income; First Trust Introduces Actively Managed ETF; and more.
401(k) Investors Moved From Equities into Fixed Income in April
The flows went primarily to bond, stable value and money market funds.
Volatility, Strategic Thinking, and Long-Term Perspective
PLANADVISER presents an impromptu Q&A with John Diehl, senior vice president of strategic markets for Hartford Funds, on the subject of market volatility and keeping a long-term perspective...
10 Years Beyond Crisis, Pension Fund Allocations Have Shifted
The financial crisis resulted in severe declines in the funded status of most U.S. corporate pension funds resulting in almost universal pension deficits; companies’ various responses to the...
WTW Warns of Potential Credit Portfolio Impacts Based on Tax Reform
Adjustments made to the corporate tax rate, repatriation of offshore cash and interest rate deductibility all are likely to have immediate effects on the credit markets—and by extension,...
Investment Products and Services Launches
Neuberger Berman Addresses Volatility with PutWrite Fund; PanAgora Adds ESG Alpha Factors; and Hartford Funds Expands ETF Roster.
Guide to the Markets Forecasts Inflation Pressure, Yield Curve Questions
The latest J.P. Morgan Asset Management Guide to the Markets publication asks the complex but crucial question, at what level of U.S. interest rates should we start to...
Strategic Perspective Is a Key Commodity During Bouts of Volatility
As recently as mid-2016 it was common to hear advisers describe significant market volatility as the new normal, but since then the global equity markets have been remarkably...
Three Things Bond Fund Managers Say That Set Off Our Alarms
"In our experience, the way bond managers speak provides insight into their true thinking, underlying skills and biases," write Brett Wander and Jake Gilliam, two investing team leaders...
Endowment Index Shifts With Evolving Markets
The Endowment Index calculated by Nasdaq has reconstituted and rebalanced its overall asset allocation for 2018, making some slight but telling adjustments.
SEC Takes Aim at Bond Market Liquidity Issues in 2018
The SEC’s new Fixed Income Market Structure Advisory Committee aims to tackle difficult bond market liquidity challenges, with its first official meeting coming up this week.
After ‘Perfect’ 2017, Bob Doll and Nuveen Equity Team Voice 2018 Optimism
“How can stocks continue to go up when the political situation in the country is such a mess? Easily, because they have little to do with one another...
Voya CIO Analyzes Fixed-Income Opportunities
“As we enter 2018, the macro environment remains supportive for the fixed-income markets,” reports Voya Investment Management CIO of Fixed Income Matt Toms.
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...
investment-oriented
The Value of Fixed Income
The strategy is a good hedge against equity underperformance
Assessing U.S. Retirement Allocations in a Global Context
A panel of MFS investment strategists and economists look back over 2017—and ahead to the global growth challenges and opportunities for the coming year.
More Regulation Might Not Be Needed To Boost Use of DC Plan Lifetime Income
Experts suggest an additional annuity safe harbor regulation is unlikely and perhaps even unneeded for promoting greater use of in-plan lifetime income solutions, given that sponsors’ hesitation is...
SIFMA Files Brief in Support of Fidelity in Stable Value Suit
SIFMA says it has a strong interest in clarifying the fiduciary obligations of investment managers in selecting and managing investment options in retirement plans governed by ERISA.