Doll Forecasts A ‘Shallow’ Recession in 2023
Market guru Bob Doll of Crossmark believes a mild recession is imminent due to the Fed’s continued monetary tightening to try and tame inflation.
Market Nostradamus Doll Goes 7.5 for 10 in 2022 Predictions
The Crossmark investment leader’s self-evaluation turned up a passing grade for a rocky, and historic, 2022 in the markets.
Retirement Income Evolution
An Update on the SEC’s Private Fund Rule
While the proposed private fund transparency rules don’t address the work of financial advisers as directly as some other outstanding proposals, they have the potential to shake up a growing sector of the financial markets.
Volatility, Inflation and Stagflation Concerns in Context
How ESG Investing Is Regulated Globally: Rules vs. Principles
Investing in a ‘Circular Economy’
Facing Criticism for ESG Rules, SEC Unlikely to Back Down
Big Market Swings Always Raise Big Questions
April was a hard month for the markets, and the beginning of May has been even more brutal, but investment experts still see room for tempered optimism about the remainder of the year.
2021 Was Another Banner Year for Retirement Savers
Employer-sponsored retirement plans and individual retirement accounts reached almost $40 trillion in total assets by the end of last year, even as a recovering economy faced some key pain points, according to new data released by the Investment Company Institute.
Little-Known Risk Threatens Baby Boomers Golden Years
Latest Guide to Retirement Underscores Changing Landscape
J.P. Morgan says retiree income replacement needs have risen across the income spectrum and now range from 72% to 98%, depending on factors such as pre-retirement income level and location.
Promising Post-Pandemic Alternative Asset Classes
A Status Report on Private Equity in Defined Contribution Plans
Inflation Pressures and Real Estate Opportunities
Making Sense of the Interest Rate Evolution
The economy is expanding fast, and the U.S. Federal Reserve is growing more worried about inflation than employment; that much is clear in early 2022, but what comes next for the markets and the economy is not.
Learned Lessons and Market Musings From CIO Bob Doll
Basic Market Lessons Reinforced by 2021
Among the takeaways one investment expert has from the year is that structural forces have a large influence on interest rates and may keep them relatively low despite the efforts of policymakers.
Dissecting a ‘Historically Tight’ Labor Market
New capital markets research from Wilmington Trust assesses a trend seen in the global economy, where the number of job openings far outpaces the number of available workers, causing supply chain disruptions and elevating the importance of compensation and employee benefits.
401(k) Traders Sat Still During a Tough November
Two-thirds of days during the month saw net trading activity favor equity funds over fixed income, according to the Alight Solutions 401(k) Index.