November 24, 2020 DOL’s Revised DC Investment Rule Removes Potential ESG Sticking Point by Jennifer DeLong, Michelle Dunstan The Department of Labor’s final rule on investment selection for DC plans left out language on ESG-themed investments. It’s a change that erases some confusion and seems to acknowledge that ESG and financial considerations are inseparable. Business Owners, Equities, Fixed Income, Legislative Updates, Multi-Asset, Policy & Regulation, Responsible Investing/ESG Likes 0 SHARE Bookmarks
August 25, 2020 Is There Opportunity in COVID-19 Valuation Dislocations? by Daniel J. Loewy, Caglasu Altunkopru Capital markets have rebounded from their COVID-19-induced lows, but impacted industries have lagged substantially. That pessimism may be overdone in some cases, creating opportunities for multi-asset investors to exploit dislocations. Asset Allocation, Coronavirus, Multi-Asset Likes 0 SHARE Bookmarks
June 03, 2020 Don’t Fear Government Bonds in Multi-Asset Portfolios by Sharat Kotikalpudi Today’s bond yields are extremely low, and some multi-asset investors may be struggling to rationalize exposure to interest-rate driven assets such as government bonds. But past experience suggests that they can still be effective diversifiers over the near term, even at low yield levels. Multi-Asset Likes 0 SHARE Bookmarks
April 09, 2020 Big Market Selloff? Stay Dynamic With Risk Positioning by Sharat Kotikalpudi As risk assets tumbled in late February and March, it intensified the focus on risk management: How can multi-asset strategies defend against turbulence while positioning for an eventual rebound? The answer: Be ready to adapt—and to do it quickly. Asset Allocation, Coronavirus, Multi-Asset, Volatility Likes 0 SHARE Bookmarks
April 09, 2020 Don’t Panic! Bear Market Communication Tips for DC Plan Sponsors by Jennifer DeLong The bear market is challenging defined contribution (DC) plan sponsors to reinforce timeless investing principles while also conveying new rules that bring relief to participants. Good communication practices are a key ingredient to achieving success in both these areas. Business Owners, Multi-Asset, Plan Design, Target-Date Solutions, Volatility Likes 0 SHARE Bookmarks
February 20, 2020 Are We In A Government Bond Bubble? by Christopher Brigham Financial pundits have made waves talking about a government bond bubble or an “everything bubble.” We look at the current state of the market to see if those arguments hold water or not. Asset Allocation, Economics, Fixed Income, Multi-Asset Likes 0 SHARE Bookmarks
February 03, 2020 Why are interest rates so low? And where might they go? by Matthew D. Palazzolo, Christopher Brigham Interest rates around the world are at the lowest levels in history. We sort through the reasons why and use them to think about where rates might go from here. Capital Markets Outlook, Economics, Equities, Fixed Income, Multi-Asset Likes 1 SHARE Bookmarks
January 23, 2020 Five Multi-Asset Strategies for 2020’s Challenges by Daniel J. Loewy, Karen Watkin The last decade produced great performance across most asset classes. But in the 2020s, we expect investment market returns will be lower and risk harder to manage. Looking forward, a disciplined multi-asset approach will be especially valuable to identify opportunities and help mitigate setbacks. Asset Allocation, Multi-Asset Likes 0 SHARE Bookmarks
October 31, 2019 Investors Need Income, Not Excess Risk by Morgan Harting With government bonds providing too little income, investors need to diversify credit exposures and include other credit-like investments to achieve their income needs...but without reaching for yield or taking excess risk. Multi-asset portfolios can help. Late-Cycle Investing, Multi-Asset Likes 0 SHARE Bookmarks
October 16, 2019 Five Lessons Packaged Target-Date Solutions Can Learn from Customization by Jennifer DeLong, Andrew Stumacher As defined contribution (DC) plan sponsors know, the US Department of Labor recommends considering both packaged and custom target-date strategies when choosing a solution. As we see it, packaged solutions can learn a few things from fully customized target-date solutions, which are generally used by large and megasize plan sponsors. Multi-Asset, Target-Date Solutions Likes 0 SHARE Bookmarks
October 16, 2019 Does Your Target-Date Glide Path Suit Your Workforce? by Jennifer DeLong, Andrew Stumacher Plan sponsors evaluating packaged and custom target-date solutions should take a close look at the demographics of their plan participants and how they stack up against those of a “typical” plan. It’s critical information when making a glide-path decision. Business Owners, Multi-Asset, Target-Date Solutions Likes 0 SHARE Bookmarks
September 05, 2019 The Investor’s Survival Guide to a Long Life by Kent Hargis, Sammy Suzuki, Aditya Monappa Rejoice—people around the world are living longer! But pause the festivities—that means they need more retirement money. To ensure they don’t run out of cash, savers need to adjust their investment strategies as their needs change, both before and after retiring. Equities, Multi-Asset, Volatility, Women & Wealth Likes 0 SHARE Bookmarks
July 31, 2019 US Corporate Cash Is Down—Will Stocks Follow? by Sharat Kotikalpudi, Caglasu Altunkopru The recent decline in US corporate cash hasn’t raised a lot of eyebrows, but it has caused one of our equity-quality indicators to flash a warning. Since equity quality is one of the signals with a strong track record of predicting market sell-offs, should investors be worried? Capital Markets Outlook, Equities, Multi-Asset Likes 0 SHARE Bookmarks