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...
Tag: Fixed income
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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.
Target-Date Funds See Net Outflows From Retirement Accounts in October
However, they still held the largest percentage of total balances in October and received the largest percentage of contributions.
The SEC Has Formed a Fixed Income Market Structure Advisory Committee Comprised of Outside Experts
It will provide new ideas about how to enhance to the Commission regarding efficiency and resiliency of these evolving markets.
J.P. Morgan Agrees to Pay $75 Million to Settle ERISA Lawsuit
The consolidated litigation alleges the firm invested its stable value funds in risky assets, causing losses to retirement plan participants.
Investment Products and Services Launches
Franklin Templeton Presents Upcoming Passive ETFs; CLS Partners With Five Providers to Launch ETF Models; PFM Acquires FCM Assets to Include Stable Value Investments Offering.
NEPC Recommends Investment Strategies for Pensions in a Low-Return Environment
One solution NEPC suggests is Treasury Separate Trading of Registered Interest and Principal of Securities, or STRIPS.
Investment Products and Services Launches
Columbia Threadneedle premieres strategic beta bond ETF; and Change Finance launches new sustainable investing ETF.
Investment Products and Services Launches
Hartford Funds Expands Fixed Income ETF Suite; Sage Releases ESG Intermediate Credit Index; ICMA-RC Opening Investments to Private Sector.
Investors Concerned About Near Term Volatility
Several Americans across generations fear their portfolios aren’t diversified enough to secure a comfortable retirement in the event of a market correction.
Callan DC Index Shows Strongest Yearly Gains Since 2006
The 3% return on the standard equity portfolio measured during the second quarter pushed the decade-old DC plan investing index to a record-breaking year.
Investment Products and Services Launches
Goldman Sachs Launches High Yield Corporate Bond ETF; Sage Advisory Introduces Custom Laddered Strategy; and Franklin Templeton Rolls Out Active Municipal Bond ETFs.
Actively Managed Funds Fail to Beat Benchmarks
Morningstar reports that among active U.S. stock funds, the worst performers were small blend funds, of which only 32% beat their benchmarks in the past year.
False Sense of Security Surrounds Active Fixed-Income Allocations
Experts with Charles Schwab warn that a decade of generally stable credit markets has some investors feeling a false sense of security about “stretching for yield” within near...
401(k) Participant Transfers Favor Equities in May and June
However, according to the Alight Solutions 401(k) Index, formerly the Aon Hewitt 401(k) Index, trading activity for the months was the lowest for the year.
Investment Products and Service Launches
Aria’s RetireOne Platform Offering Variable Annuity; Vanguard Launches Global Balanced Funds; Pensionmark Rolls Out New Investment Reporting Tools; and more.
Retirement Savers Share Outlook on Interest Rate Environment
Wells Fargo released its Retirement Optimism Index, which offers insight into what retirees and non-retirees think about the current interest rate environment and what’s to come.