Search results for: volatility

Men are more concerned about short-term volatility than women.

Nationwide Launches All Cap Growth Fund; MFS Adds R6 Shares to 20 More Mutual Funds; Fidelity Releases Municipal Income Fund 2025; and more.

Investors widely report that a particular life event, such as a marriage or a child being born, prompted the first use of a managed account. 

Prudential Financial says adding guaranteed income solutions in defined contribution (DC) plans can help reduce the amount participants would need to save by as much as 36%.

In light of market rate hikes, PIMCO offers investing insight to prepare. 

Results from an FTSE Russell survey also detail strong interest in applying environmental, social and governance (ESG) considerations to smart beta.

Despite retirement industry suggestions that Americans should draw down less income in retirement, a paper suggests older Americans are not spending enough to live their retirement dreams.

Morgan Stanley Changes Fund Offerings; Wilshire Launches ABR Equity Index; Data Science Partners Develops Downside-Risk Protection Model; and more.

Most advisers are optimistic about equity markets and believe the Trump administration will have a positive impact on their business, but pessimism about the bond market prevails.

J.P. Morgan’s head of target-date strategies urges plan advisers to reexamine the “critical role of fixed-income assets in target-date funds,” highlighting ways they can help clients generate stronger...

A new study finds that Millennials are reacting to market volatility with unwise investments and they’re less likely to seek advice.

Retirement plan advisers can help their plan sponsor clients take advantage of emerging opportunities for better deals and service coming out of fierce competition among asset managers. 

Franklin Templeton Launches Strategic Beta ETFs and Vanguard Reduces Expense Ratios on Stock and Bond Funds.

They are telling investors, young and old, to get their portfolios in order now—not in the throes of the next recession. 

A new study finds that most Americans can’t pass a quiz on making their nest eggs last through retirement, and many lack knowledge of basic retirement planning concepts.

Morningstar Developing Enhanced Risk Identifying Solution; and Toroso Launches New ETF Index

 

One behavior that could hold Millennials back is a preference to save cash for a rainy day rather than invest for the future, a survey finds.

News headlines surrounding the recent U.S. elections and the future of the Affordable Care Act have left many investors unnerved, says Jim Jessee, with MFS.

However, there are some challenges that inhibit greater adoption of ESG investments, State Street Global Advisors finds.