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
June 14, 2017 Big Tailwinds Are Backing Emerging Market Assets by Morgan Harting, Karen Watkin As global growth firms up, many emerging market economies are powering ahead of the developed world. These superior growth dynamics aren’t the only tailwinds supporting EM assets. Emerging Markets, Equities, Fixed Income, Multi-Asset Likes 0 SHARE Bookmarks
May 24, 2017 Volatility Is Low—But Not As Low As You Think by Martin Atkin Stock market volatility is unusually low these days. Does that mean investors are complacent? We don’t think so. In fact, some risk indicators suggest market participants may be less relaxed than they seem. Multi-Asset Likes 0 SHARE Bookmarks
May 23, 2017 What Brazil’s Troubles Mean for Emerging Markets by Morgan Harting, Shamaila Khan, Christian DiClementi A fresh corruption scandal in Brazil has many investors retreating from Latin America’s largest economy. But we don’t think it changes the story for emerging markets and the opportunities they offer in general. Emerging Markets, Equities, Fixed Income, Multi-Asset Likes 0 SHARE Bookmarks
May 16, 2017 DOL Throws New Lifeline to Lifetime-Income Solutions by Karen W. Scheffler The defined contribution (DC) community has been buzzing about lifetime-income products lately. It’s a topic that’s been dormant for several years, but there are good reasons for renewed interest. Multi-Asset, Policy & Regulation, Target-Date Solutions Likes 0 SHARE Bookmarks