While there is certainly room for optimism about where the equity and bond markets are heading, experts say it is still crucial to focus on sequence of returns risk for those near and in retirement.
Assessing the relationship between interest rates and debatably inflated stock prices is a useful exercise, sources say, especially at a time when stocks are about as ‘expensive’ as they have ever been.
TIAA says a variable annuity and mutual funds that take an ESG approach are widely used on its retirement plan platforms.
Speaking on the day of Joe Biden’s inauguration as the 46th U.S. president, sources say the markets and the economy should benefit from steadier, informed leadership.
As one expert tells PLANADVISER, repositioning portfolios after the recent run-up in risk asset prices could help mitigate future volatility.
In the same way that significant dips in equity prices cause head scratching and consternation, new market records also present a moment of pause, especially during a pandemic that seems to be worsening once again.
With the Democratic nominee leading polls over the past several months, investors have had ample time to consider the potential impacts of a Biden administration, sources say.
As a highly contentious presidential election plays out in the U.S., the Federal Reserve is working to project a message of stability and consistency to support the markets.
One market watcher says optimism about the end of the coronavirus pandemic drove markets up, but a newly prevailing sense of reality has delivered a commensurate adjustment.
Comparing asset managers’ five-year capital market assumptions published in late 2019 and early 2020 with the newly updated versions being circulated today is an eye-opening exercise that underscores the staggering economic impact of the coronavirus pandemic.
While the S&P 500 has recovered all its losses from the first quarter plunge, the comeback hasn’t been equal across all sectors. What comes next is anyone's guess.
A recent speech given by Jerome Powell included some important reflections on history and a few basic lessons about the critical—and often misunderstood—role of inflation in the U.S. economy.
American Century surveyed retirement plan participants at the outset of the pandemic, when market volatility was extreme.
They warn that there could be a market pullback when second-quarter earnings start being reported and that the coronavirus’ legacy could be $1 trillion in business activity never returning.
After falling precipitously in the first quarter, the S&P 500 Index added 20% during the second, making for the best quarter since 1998 and the best second quarter since 1938. What comes next is anyone’s guess.
It is common to hear that private equity (PE) has been the best performing asset class in recent years for institutional investors, but a new academic analysis challenges that idea.
Endowments and foundations broadly embrace tactical approaches to asset allocation, though some clearly do it better than others, often by relying on outside expertise.