Search results for: volatility
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.
Sponsors Less Optimistic than Advisers About Participants’ Retirement Readiness
A survey by Voya also found that sponsors do not always understand the services that advisers provide, which means that advisers need to communicate their value more effectively.
Market Sentiment for Second Half of 2019 Varies
It’s hard to know what investments to put into place when market watchers are in disagreement, but one thing they can agree on is that retirement investors must...
Investment Product and Service Launches
American Century Investments to develop new equity and fixed income suite; HealthSavings Administrators releases HSA investment vehicle; DWS Group launches ESG ETF; and more.
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...
TIAA Institute Relates Participant Behaviors to Default Investments
The study finds that participants who join plans with a TDF default contribute to fewer funds and are significantly more likely to choose only TDFs for their allocations.
Investors, Advisers Foresee Increased Volatility
Both groups have become less optimistic since the start of the year, according to Nationwide.