Tag: Equities

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...

As the supply of savings rises relative to demand, the “market-clearing return” on savings declines.

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

However, they view U.S. equity valuations as getting less attractive and see a risk to the markets trajectory if the Trump administration cannot enact legislation that supports improved...

Institutional investors recognize that the expanding middle class in emerging countries will contribute dependably to global growth over the long-term, according to OFI Global Asset Management. 

With TDFs growing rapidly in the DC market, providers are exploring new ways to stand out from the crowd.

Consultants interviewed by PIMCO weighed in on which target-date strategies are best for which plans, which active strategies are best for which investments, and more.

Over the past decade almost $3 trillion has moved from discretionary stock-picking funds to index-aligned investment strategies, according to TABB Group’s latest research, driven by both U.S. and...

The platform will offer private label funds run with a combination of active and passive management.

The first quarter of 2017 brought only light trading from 401(k) plan participants, according to data provided by Aon Hewitt. 

New research from Cerulli Associates points to institutional investors’ willingness to embrace private equity as a key source of outperformance.

Endowment investors’ allocation to alternatives increased by 1% to 53%, while the overall bond allocation decreased by 1% to 8%, Nasdaq says.

This was followed by $835 billion in hybrid funds, which include target-date funds, ICI found.

A new report by Vanguard offers insight into TDF trends and participant demographics.

Investment product providers and consumers face many challenges in today’s dynamic markets—but a surge in equity investment in the last year shows a clear willingness to accept risk...

Investors are looking to allocate to higher yielding areas, and are increasingly considering non-traditional asset classes.

The year that concluded in December started with one of the worst opening months for the equity markets on record, followed by a strong rally in Q4 that...

A wide-ranging economic analysis suggests the top 1% continues to earn vastly more in the markets than the average U.S. citizen; but the middle class is gaining ground...

In light of heightened regulatory pressure, advisers are reevaluating portfolio management strategies to generate sufficient retirement income in a low-interest-rate and cost-sensitive environment.