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.
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...
Broadly speaking, Northern Trust’s Capital Market Assumptions Working Group expects continued global economic growth, controlled inflation and accommodative monetary policy.
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...
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...
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...
Franklin Templeton Creates Additional Active Funds; Hartford Funds Presents ETF Focused on Fixed Income; First Trust Introduces Actively Managed ETF; and more.
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...
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...
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,...
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...
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...
"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...
The Endowment Index calculated by Nasdaq has reconstituted and rebalanced its overall asset allocation for 2018, making some slight but telling adjustments.
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.