Recent Strong Returns Make the Future More Challenging, J.P. Morgan Says
The asset management firm points to the importance of increasing savings and diversification as two ways to counteract potential lower returns.
Tag: volatility
Assessing the Latest Market Jitters
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.
SEC Staff: COVID-19 Creates New Compliance Considerations
Market volatility related to COVID-19 may have heightened the risk of misconduct in various areas that the SEC staff believes merit additional attention from advisers and compliance professionals.
Be Prepared for a Potentially Wild Third Quarter
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.
Economic Murkiness Won’t Soon Dissipate
One economist says there is so much noise in the data that it’s hard to assess where we are right now, let alone where things are going from a macroeconomic perspective.
Market Optimists Confront Gloomy Growth Forecasts
The 2020 equity market outlook continues to hinge on whether a major secondary spike in COVID-19 infections can be prevented; news headlines on this front confirm this remains a very real risk.
A New World and New Opportunities for Alpha
Pandemic-driven volatility has once again highlighted the relative virtues of active and passive management.
Managers Warn Stocks Could Fall Further
Citing elevated valuations and rising tensions between the U.S. and China, some say a V-shaped recovery is unlikely.
DC Plans and Pensions Partly Spared from Energy Rout
Many plans’ and individual investors’ exposure to energy stocks has dropped amid underwhelming results over the past five years, investment managers say.
Endowments and Foundations Also Carry Unrealistic Return Expectations
New data from CAPTRUST shows there is a continued misalignment between foundations’ and endowments’ expected returns, risk preferences and asset allocations.
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 an annuity income stream, but times like these clearly demonstrate why such strategies are important for late-career workers and new retirees.
First Time Advising in a Bear Market?
It’s easy to tell clients their accounts have grown by leaps and bounds, but helping them calmly navigate a severe and sustained market downturn is another matter.
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.
Presidential Elections and Retirement Portfolios
Presidential election cycles have a history of unpredictability, and for that reason alone investors should be cautious about tailoring their portfolios based on the politics of the day.
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 in finance or economics.
All Age Groups Display Economic Irrationality
A new academic paper published by the TIAA Institute shows little difference in behavior among undergraduate students, young adults, middle-aged people and older subjects when it comes to rationally navigating uncertain conditions.
Average Deferral Rates Reach 10-Year High of 8.6%
And the use of 401(k) loans fell to a nine-year low of 22.5% in 2018, according to T. Rowe Price’s annual participant data benchmarking report.
Stock Market Volatility Brings Predictable 401(k) Trading Spike
Preliminary data shared by Alight Solutions shows the firm’s 401(k) trading index spiked on Monday October 29; investors making moves shunned growth assets and paid premium prices for fixed income.