Tag: Markets

Retirement Income Evolution

Experts agree that few defined contribution retirement plan participants can successfully manage their retirement spending on their own, meaning it is crucial for advisers and providers to help solve the ‘decumulation challenge.’

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.

Investing in a ‘Circular Economy’

A new report suggests investors should seek to better understand the concept of ‘resource intensity’ and pursue opportunities to reduce risks while improving global environmental outcomes.

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.

PA-012721-OSC 1 Alternatives illustrations_Melinda Beck-web

Inflation Pressures and Real Estate Opportunities

Market experts say historically low interest rates, coupled with rising inflation, are currently supportive of real estate asset class valuations, creating a “sweet spot” for investment in core real estate.

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

The Crossmark investment leader expects 2022 to be more challenging for investors, as central banks unwind supportive policies in response to the ongoing economic recovery and macroeconomic conditions drive higher inflation.

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.