Bear Markets, Pandemics and ESG Portfolios
Investment managers say evidence is already mounting to show an outperformance of ESG-themed portfolios during the coronavirus pandemic. Might that help their popularity in the U.S.?
Tag: Markets
Hard Lessons About Liquidity Buckets and Cash
The middle of a severe bout of market volatility is not the right time to build a bucket strategy or...
Grit, Humility, Resolve Drive Investing Success in Tough Times
The equity markets dropped by nearly 50% during the Great Recession of 2008 and 2009, but retirement plan account balances of those who stayed the course recovered their...
Ongoing Volatility Projected by J.P. Morgan’s Guide to Retirement
Retirement investors have little choice but to stay the course; even backing away from the markets for a short period can prove detrimental to long-term returns.
Beyond the Daily Market Moves, Opportunity Awaits
Significant volatility will persist for the foreseeable future, experts agree, but the long-term return opportunity in the stock and bond...
Stakes Remain High as 401(k) Balances Reach Record Levels
Despite periods of volatility in the past decade, retirement plan investors have benefitted from a strong equity market and their commitment to investing in tax-qualified vehicles.
Record Low Unemployment Spotlights Benefits Generosity
Generous and well-designed employee benefits are even more essential when the unemployment rate dips well below 4%—and so is cultivating...
Balanced Portfolio Performance Forecasts Fall Again
“Stocks are trading at a very high price-to earnings ratio, and we don’t see that as sustainable,” says Jon Barry, senior retirement strategist at MFS.
401(k) Equity Allocations Edged Higher in October
While trading during the month favored fixed-income funds, with the positive stock market movements, average asset allocation in equities increased from 67.1% in September to 67.3% in October.
New Tactics Needed for a Low-Rate World
Investors must rethink “safe havens” in their portfolio now that bonds simply can’t offer the same combination of portfolio protection and positive income.
The Business Cycle, Geopolitics and Retirement Investing
Trade tensions between the U.S. and China have dominated financial news headlines, but investors have a lot more to think...
Correlating Market Share and Quality in the TDF Marketplace
The largest funds tend to have the highest ratings from objective third parties, while the smallest funds generally fail to receive positive marks.
Adviser M&A Acceleration Evident in Q3 Transaction Numbers
Registered investment adviser-focused deal volume for the first three quarters of 2019 has already surpassed last year’s total activity for the channel, according to Fidelity Clearing and Custody...
How Home Equity Can Fuel Retirement Income
The illiquidity of home equity can make retirement income planning difficult for those with much of their wealth concentrated in...
A Real Estate Equity Investing Model for Young People
Unison says its equity investing services can help working individuals leverage the residential real estate market to generate short-term financial...
PANC 2019: The Pillars of Asset Allocation
Managed accounts, target-date funds, hybrid funds and risk-based models are all prevalent in today’s defined contribution retirement plan marketplace.
Guiding Anxious Participants Through Rocky Markets
For advisers helping participants understand risk and volatility, offering a little reassurance can be more effective than teaching complex lessons...
A New Normal? Time To Recheck Interest Rate Assumptions
Among the remarkable characteristics of today’s global fixed-income marketplace is the $15 trillion invested in negatively yielding bonds.
U.S.-China Trade War Fears, Volatility Spark 401(k) Trading Spike
“We just had an asset-allocation meeting and we spent probably half of it talking about global trade tensions and the China-U.S. relationship,” says Bob Brown, CIO at Northern...
Advisers Should Check Individual Investors’ Unfounded Optimism
Individual investors expect roughly twice the yearly returns forecast by their advisers and investment managers.