Search results for: volatility
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 markets remains strong.
Investors Should Treat Coronavirus Effect Same As Other Volatility
“Although the unfortunate reality is that volatility like this may be here to stay until the coronavirus runs its course, experience has proven time and time again that...
Investment Product and Service Launches
Franklin Templeton launches new funds, and Wells Fargo incorporates changes to TDFs.
ESG and Fixed Income—a Natural Fit
Both quantitative and qualitative research suggest bonds issued by companies with favorable environmental, social and governance (ESG) ratings can offer downside mitigation during periods of market turbulence.
Investment Product and Service Launches
American Beacon and asset management firm launch bond fund; Hartford Funds and Wellington Management release ETF; and Vanguard announces lower expense ratios on select ETFs.
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.
401(k) Investors Increase Trades Amid Volatility
Investors continue to favor fixed income, the Alight Solutions 401(k) Index finds.
Investment Product and Service Launches
State Street Global Advisors makes changes to ETF suite, and Nationwide launches income solution ETF.
Navigating Rate Cuts, Trade Wars and Elections
“We think 2020 will be another year of slow growth—durable enough to avoid recession but disappointing to those looking for improvement,” says Bob Browne at Northern Trust.
Predictions of Growth and a ‘Status Quo’ Presidential Election
Are earnings estimates too high? Is the trade progress substance or show? How long can a recession be avoided? What might the election mean for the economy?
Investment Products and Service Launches
Franklin Templeton adds first alternative ETF; Innovator launches four power buffer ETFs; Vanguard announces lowered expense ratios on several ETFs; and more.
Increased Volatility Projected for 2020, but No Recession
Asset managers also expect modest economic growth to shift investors’ attention to smaller companies, value stocks and cyclical sectors.
Don’t Overlook Stable Value’s Role as Bull Market Ages
If the Fed continues to cut interest rates, sources say, stable value funds will likely prove to be superior in comparison with money market funds.
John Hancock Reveals Stable Value Guaranteed Income Fund
The Stable Value Guaranteed Income Fund can be a valuable option for the conservative portion of anyone’s portfolio, says Patrick Murphy, CEO, John Hancock Retirement.
SEC Gives Nod to More Nontransparent, Actively Managed ETFs
They are viewed as the third phase in the development of exchange-traded funds.
Advocates Say DC Plans Should Be Considered ‘Accredited Investors’
Public markets are shrinking, and more of the wealth generated by the U.S. and global economies is locked in private markets accessible only by the wealthy.
Investment Product and Service Launches
Stadion Money Management launches custom managed account service; Hartford Funds presents interval fund; OpenInvest partners with LGIMA in ESG solutions; and more.
Insurance Companies Are Experiencing Investment Challenges
Since some retirement plan investments are tied to insurance company portfolios, should fiduciaries monitor these accounts like other investments?
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 about, including “Brexit,” an aging workforce and a...
Tips on How to Carefully Evaluate Target-Date Funds
Experts say this has never been more important, with TDFs projected to hold more than half of all retirement plan assets by 2025.