
Tag: Fixed income

Investment Products and Service Launches
Pacific Life Launches Variable Annuity; Beaumont Capital Management Launches Smart Beta Solutions; Charles Schwab Expands ETF OneSource Series with OppenheimerFunds; and more
Investors Urged to Stick With Equities, Staying Confident in 2017
The year that concluded in December started with one of the worst opening months for the equity markets on record, followed by a strong rally in Q4 that...
Equity and Bond Ownership Rises Among Middle Class
A wide-ranging economic analysis suggests the top 1% continues to earn vastly more in the markets than the average U.S. citizen; but the middle class is gaining ground...
TDF Market Center of DC Industry Growth and Innovation
Combining an active investment approach with passive within the TDF can generate alpha when possible while also addressing cost concerns.
DC Plan Trading Kept Investors Busy in November
There were eight above-normal trading days in November alone, the highest since May 2015.
Voya Facing Lawsuit Over Stable Value Funds
A 403(b) plan participant is claiming that Voya set crediting rates for stable value funds lower than rates of return in order to make a profit.
Stable Value Fund Suit Sent Back for Amended Complaint
A federal judge has asked for an amended complaint showing that a stable value fund provider set interest crediting rates below actual rates of return in order to...
Doll Outlines 10 Investment Themes Following Trump Win
Bob Doll says the GOP sweep is poised to help corporations and boost the economy.
Prime Money Market Fund Exodus Slowing
Prime money market fund managers have been making changes in an attempt to win back assets.
Passive Fund Momentum Continued During September
Net redemptions from Money Market funds in September totaled $21.1 billion.
Risk-Aversion, Low Interest Rates Threaten Long-Term Investing
However, a Wells Fargo study also found three-quarters of retirees are confident they can maintain their chosen approach to managing their retirement savings and investments throughout their retirement.

trendspotting
Advisers Fret a Lower-Return Future
For active managers, the push toward index-linked investing is troubling
Divining Trends in Global Fixed-Income Markets
Sean Rhoderick, taxable fixed-income investing leader at PNC Capital Advisors, outlines unique opportunities driven by conflicted central bank policies and a persistently abnormal rate environment.
Money Market Fund Reform Expectations Played Out in August Trading
The bifurcation in demand within the money market fund space continued, Strategic Insight data shows.
Retirement Income Complexity Is Here to Stay
Increasing life expectancy, disappearing sources of guaranteed income, and historically low yields on bonds make for some tough fixed-income investing conditions; a disciplined approach can help.
PANC 2016: Painting by Numbers
On the last day of trading in 1996 the S&P 500 Price Index stood well below 800; since then it has crossed the 1,500-point mark no fewer than...
Retirement Plan Sponsors Plan Move From Prime Money Market Funds
The decisions are being made due to SEC money market fund reform.
Investment Product and Services
BMO Global Asset Management expands availability of stable value fund; American Funds offers new fixed income funds, and more.
Personal Liquidity and Emergency Cash Challenges for Retirees
It’s more common to think about portfolios or financial institutions as having “liquidity issues,” but many U.S. retirees say they would have real difficulty meeting an unexpected $1,000...