Tag: Performance

One market watcher says optimism about the end of the coronavirus pandemic drove markets up, but a newly prevailing sense of reality has delivered a commensurate adjustment.

Comparing asset managers’ five-year capital market assumptions published in late 2019 and early 2020 with the newly updated versions being circulated today is an eye-opening exercise that underscores...

While the S&P 500 has recovered all its losses from the first quarter plunge, the comeback hasn’t been equal across...

A recent speech given by Jerome Powell included some important reflections on history and a few basic lessons about the...

American Century surveyed retirement plan participants at the outset of the pandemic, when market volatility was extreme.

They warn that there could be a market pullback when second-quarter earnings start being reported and that the coronavirus’ legacy...

After falling precipitously in the first quarter, the S&P 500 Index added 20% during the second, making for the best quarter since 1998 and the best second quarter...

It is common to hear that private equity (PE) has been the best performing asset class in recent years for institutional investors, but a new academic analysis challenges...

Endowments and foundations broadly embrace tactical approaches to asset allocation, though some clearly do it better than others, often by relying on outside expertise.

Easing the impact on savings rates was the fact that personal consumption expenditures were down by 7.5% during the month of March, according to the Bureau of Economic...

Data from leading retirement plan recordkeepers shows 401(k) and IRA accounts have seen smaller losses than many broad market indices, thanks in no small part to the efforts...

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.

“Stocks are trading at a very high price-to earnings ratio, and we don’t see that as sustainable,” says Jon Barry, senior retirement strategist at MFS.

“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.

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?

According to the firm, “Sensible Fees” funds will enable investors to pay a low index or ETF-like base fee—only seeing a higher active management fee when fund performance...