June 22, 2018 Four Reasons Why It’s Time to Get Real About Inflation by Vinod Chathlani, Brian Resnick, Karen Watkin With the global economy moving into its late-cycle stages, we think it’s a good time to bolster portfolio inflation protection by embracing several recently unloved investments—including natural resources and commodities. Asset Allocation, Inflation, Multi-Asset Likes 1 SHARE Bookmarks
May 21, 2018 Income…but at What Cost? by Morgan Harting, Karen Watkin There are a lot of suggestions these days about where to get extra income, but less discussion about the cost attached to it. A diversified multi-asset approach can help—and provide additional growth potential. But how it’s designed matters. Multi-Asset Likes 1 SHARE Bookmarks
March 21, 2018 Do Your Target-Date Funds Measure Up to Rising Rates? by Jennifer DeLong, Daniel J. Loewy, Christopher Nikolich Rising US interest rates could pose a challenge for target-date funds (TDFs) that concentrate on “core” US fixed-income exposure. Diversifying across a broad range of bond markets and strategies can create a cushion in a rising-rate environment. Multi-Asset, Rising Rates, Target-Date Solutions Likes 0 SHARE Bookmarks
February 28, 2018 With Target-Date Funds, History Does Repeat by Jennifer DeLong Target-date funds played a big part in helping defined contribution (DC) plan participants stay invested through February’s market turmoil. And history does repeat: in the severe 2008–09 financial crisis, these funds kept many participants positioned to take part in a lengthy bull market. Multi-Asset, Target-Date Solutions Likes 0 SHARE Bookmarks
January 31, 2018 Downside Protection—at What Cost? Investors worried about an equity correction might see low volatility as a sign that buying options is a cheap way to protect a multi-asset portfolio. But the cost today is higher than it seems. Multi-Asset, Volatility Likes 0 SHARE Bookmarks
January 15, 2018 Encouraging Backdrop for Investors as 2018 Gets Under Way by Daniel J. Loewy, Martin Atkin, Karen Watkin As the new year begins to unfold, the environment for risk assets is still benign: the global economy is strong, monetary policy is accommodative, and volatility is low and steady. At this point, we don’t see excesses developing that could change that. Asset Allocation, Multi-Asset Likes 0 SHARE Bookmarks
December 05, 2017 What’s the EM Story? It’s All About Growth by Morgan Harting Emerging markets did quite well in 2017, despite early concerns of trade wars, Trump and China. That’s because growth has picked up and should continue into 2018. We also think EM equity returns will be broader based—well beyond the handful of companies that dominated in 2017. Emerging Markets, Multi-Asset Likes 0 SHARE Bookmarks
November 27, 2017 Emerging Markets: Three Places to Look Next by Morgan Harting Emerging markets have performed strongly since their trough early last year. There are still great opportunities in the developing world. But to find them, we think it’s especially important to search across asset classes. Emerging Markets, Equities, Fixed Income, Multi-Asset Likes 0 SHARE Bookmarks
November 22, 2017 Battle Emerging-Market Downside by Going Multiple by Morgan Harting, Brian Resnick Emerging markets offer investors plenty of opportunity, but managing downside risk effectively is critical. A flexible framework that integrates multiple asset classes can help. Emerging Markets, Multi-Asset, Volatility Likes 0 SHARE Bookmarks
November 14, 2017 Six Tips to Take DC Plans to the Next Level by Jennifer DeLong Tax reform. Interest-rate hikes. Regulatory questions. Inflation. There’s always a reason to put off making changes to your company’s defined contribution (DC) plan. But some improvements will be good for your plan and participants no matter what happens. Multi-Asset, Plan Design, Target-Date Solutions Likes 0 SHARE Bookmarks
October 12, 2017 The Science and Art of Multi-Asset Investing by Martin Atkin Generating consistent returns under uncertain conditions is a challenge. Can multi-asset strategies make the job a little easier? We think so. But a lot depends on how they’re designed. Multi-Asset Likes 0 SHARE Bookmarks
October 10, 2017 How to Raise the Grade on DC Plan Success by Jennifer DeLong With all the hazards in the hunt for better retirement outcomes, how can defined contribution (DC) plans improve? As with many other pursuits, what gets measured gets managed…and gets better. Multi-Asset, Plan Design Likes 0 SHARE Bookmarks
July 19, 2017 Sizing Up Markets—and Your Investment Strategy by Daniel J. Loewy Today’s risks are clear: stock valuations are high, credit spreads are tight and interest rates remain low. A modest tilt toward return-seeking assets still makes sense. But investors should also be willing to look beyond traditional stocks and bonds. Multi-Asset Likes 0 SHARE Bookmarks