Tag: Performance

Investors must rethink “safe havens” in their portfolio now that bonds simply can’t offer the same combination of portfolio protection and positive income.

The vast majority of today’s retirees still draw the lion’s share of their income from Social Security and pensions; however, in coming years the balance will very quickly...

Managed accounts, target-date funds, hybrid funds and risk-based models are all prevalent in today’s defined contribution retirement plan marketplace.

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...

“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...

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...

Individual investors expect roughly twice the yearly returns forecast by their advisers and investment managers.

Novice investors’ reactions to stock market volatility present an endless and intriguing field of study for behavioral economists, but for financial advisers, poor client decisionmaking is a serious...

As the product set expands, knowledge about the topic of “ESG investing,” and how this relates to ERISA’s demands, is expected by many plan sponsor clients and prospects.

Liability-driven investing is growing more important as pension plans broadly move into a phase where they are not growing but instead need to be focused on meeting their...

Findings in a new CAPTRUST survey report suggest there may be opportunities for advisers to support board-level investment and fiduciary training at endowments and foundations.

Aside from ensuring diversification, plan advisers can help refocus participants on their respective time horizons, whether it’s a Millennial looking at retirement 30 years down the line, or...

Omar Aguilar and Brett Wander agree that global growth is likely to slow some in 2019 and that volatility will persist as liquidity decreases, but they contest the...

Despite slowing global growth, disparate inflation rates, and continued normalization of U.S. monetary policy, economists with Vanguard and J.P. Morgan Asset Management believe that a near-term recession will...

Preliminary data shared by Alight Solutions shows the firm’s 401(k) trading index spiked on Monday October 29; investors making moves shunned growth assets and paid premium prices for...

If they do not embrace immigration in a big way, developed economies are likely to run into labor shortages that will curtail their growth potential; emerging markets will...

While it took on average 121 years for countries to adopt steam and motor ships after they were first invented, it took only 16 years for personal computers...