Search results for: volatility
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 New World and New Opportunities for Alpha
Pandemic-driven volatility has once again highlighted the relative virtues of active and passive management.
In Times of Stress, Timely Communications Make a Big Difference
New data shows the education and guidance firms are providing is helping individuals to stay the course.
With E-Delivery Accomplished, a Push for More Retirement Reform
With the electronic disclosure delivery regulation in the bag, retirement industry lobbyists have turned their attention back to the ambitious Portman-Cardin bill, a version of which could soon...
Ascensus to Offer App to Help Participants With Savings Decisions
As employees make savings decisions, the app will offer illustrations of what those elections might mean for future progress.
House Passage of Heroes Act Brings Test of Senate’s Stimulus Appetite
The close passage of the Heroes Act in the House of Representatives, with 208 yeas and 199 nays, underscores the difficult path ahead for the fourth coronavirus relief...
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.
Sponsors’ Satisfaction With Advisers Remains Relatively High
Ninety-two percent of sponsors work with advisers, but only 70% are ‘very satisfied’ with their relationships.
A Playbook and Coach Help During the Tough Times
Endowments and foundations broadly embrace tactical approaches to asset allocation, though some clearly do it better than others, often by relying on outside expertise.
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.
Financial Wellness in the Age of Pandemics
Pandemics are not only a public health crisis, but also a crisis of employee confidence. Tech-savvy advisers and employers can help.
Investment Product and Service Launches
Northern Trust offers ESG analytics solution; Innovator announces May series of Defined Outcome ETFs; Capital Group launches fund invested in sectors of the credit spectrum; and more.
QDIAs Have Evolved. They Will Again After the Coronavirus.
Many participants appear to be battled hardened from the Great Recession and are enjoying at least some measure of protection from well-diversified default portfolios.
The Pull of Managed Accounts: Protection in Downturns
It’s not usually the best quarters in the equity markets that demonstrate the potential value of managed accounts relative to target-date funds.
The Coronavirus Crash Tax Diversification Opportunity
Every cloud has a silver lining. One opportunity presented by the recent market volatility caused by the coronavirus pandemic is the chance to create greater tax diversification in...
Some Comforting Lessons for Retirement Plan Investors
Data from leading retirement plan recordkeepers shows 401(k) and IRA accounts have seen smaller losses than many broad market indices, thanks in no small part to the efforts...
Nontraditional Workers Face Big Setbacks Amid COVID-19
But retirement industry professionals can find ways to help improve their situations.
Adviser Industry Impact of COVID-19
The coronavirus has brought a cooling of the pace of M&A, questions about remote work and concerns about what a slowdown in growth could mean for those advisory...
Intro
Changing Directions
When we planned this issue, we were prepared to cover the SECURE Act and its sweeping developments. Since then, we've changed course.