Search results for: volatility
Global Trade Tensions Define Investment Outlook for Many
Experts suggest the uncertain U.S.-China trade situation has weighed heavily on business investment, resulting in weaker manufacturing activity worldwide.
Considering International Investments in Times of Market Volatility
Investment experts remind retirement investors that international investments can help to diversify a portfolio
The Next Generation of Producers Is Emerging
The median age of advisory firm associates is 42, while the median age of lead advisers is now 46 years, down from 50 as measured in 2015.
Despite the Volatility, Market Experts Shy Away From Predicting Recession
Brexit uncertainty. An inverted yield curve. A burgeoning trade dispute between the U.S. and China. Slowing global growth and shifting currency valuations. Is it all enough to spark...
Will Trump Administration Prove Friendlier to Retirement Plan Innovators?
After previously failing to get DOL approval for a target-date fund design that involves an annuity and reinsurance component, LGIMA hopes the Trump Administration will more readily allow...
403(b) Plan Sponsors Reveal Investment Preferences in Survey
Plan advisers can help 403(b) plan sponsors looking for downside protection, active strategies and target-date funds (TDFs) that can be used as a decumulation vehicle in retirement.
Despite Volatility, July Was a Slow Trading Month for 401(k) Investors
It was also the 18th month in a row that net trades have moved from equities into fixed income
A New Normal? Time To Recheck Interest Rate Assumptions
Among the remarkable characteristics of today’s global fixed-income marketplace is the $15 trillion invested in negatively yielding bonds.
U.S.-China Trade War Fears, Volatility Spark 401(k) Trading Spike
“We just had an asset-allocation meeting and we spent probably half of it talking about global trade tensions and the China-U.S. relationship,” says Bob Brown, CIO at Northern...
Global Assets Will Keep Growing, But So Will Fee Compression
To combat the squeeze, asset managers will seek out new markets, product offerings and investment capabilities, says Cerulli.
Beyond (k)
Pension Risk Transfer on the Rise
With more insurers in the business, pricing has grown competitive
Investment Focus
TDFs Help Boost Balances
The key is their diversification and participants' tendency to remain invested
Researchers Provide Examples for Using ‘Simple’ Retirement Drawdown Strategy
In addition, the report discusses possible refinements to the baseline strategy, introduced last year, to address specific goals and circumstances, such as uneven expense and income flows, or...
Watching Interest Rates Can Save Clients Money on PRTs
The higher the annuity credited rate (interest rate) for a pension risk transfer (PRT), the more interest an insurer would earn and the less money it needs today...
Women Investors Less Financially Prepared than Men
They are also less optimistic about the U.S. stock market and economy, according to a Nationwide survey.
Sponsored by PIMCO
Rationality and Retirement: Mutually Exclusive?
Behavioral finance may help to overcome cognitive biases.
Sponsored by PIMCO
Like Their Clients, Advisers Display Many Biases
Advisers are used to addressing their clients’ behavioral biases when it comes to market risks and returns, but a new white paper suggests they need to do more...
Advisers Should Check Individual Investors’ Unfounded Optimism
Individual investors expect roughly twice the yearly returns forecast by their advisers and investment managers.