Tag: Fixed income

Even with more innovative approaches to building menus, the experts agreed that workers today “will not be able to invest their way out of the major challenges they...

Exchange-traded funds remain a marginal part of the DC retirement plan market, but recent product evolution on the fixed-income side could change that.

As the Federal Reserve nears its dual mandate of maximum employment and price stability, there are increasing concerns about inflation, even though they are still muted, according to...

Plan sponsors can provide participants with a variety of tools to help them determine whether they are on the right track to retire on time.

Wisdom Tree Unveils Fixed Income Strategy; Fidelity Launches ESG Index Funds; and Envestnet Offering 3(38) Investment Service to TIAA Clients.

Most advisers are optimistic about equity markets and believe the Trump administration will have a positive impact on their business, but pessimism about the bond market prevails.

J.P. Morgan’s head of target-date strategies urges plan advisers to reexamine the “critical role of fixed-income assets in target-date funds,” highlighting ways they can help clients generate stronger...

Franklin Templeton Launches Strategic Beta ETFs and Vanguard Reduces Expense Ratios on Stock and Bond Funds.

They are telling investors, young and old, to get their portfolios in order now—not in the throes of the next recession. 

However, they view U.S. equity valuations as getting less attractive and see a risk to the markets trajectory if the Trump administration cannot enact legislation that supports improved...

Plaintiffs in this long-running lawsuit claim J.P. Morgan's stable value funds held risky, highly leveraged assets, including mortgage-related assets.

Consultants interviewed by PIMCO weighed in on which target-date strategies are best for which plans, which active strategies are best for which investments, and more.

The first quarter of 2017 brought only light trading from 401(k) plan participants, according to data provided by Aon Hewitt. 

Roughly one-third of those who report having spent a significant portion of a retirement plan lump sum distribution taken from either a DC or DB plan say they...

The new funds will focus on investment grade debt including U.S. government and corporate bonds.

Investors had previously shown more interest in government funds due to money market fund regulation.

The new product series offers a range of indexed account options including one providing access to international markets.

Investors are looking to allocate to higher yielding areas, and are increasingly considering non-traditional asset classes.