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
April 17, 2017 Can Emerging Markets Overcome Risks From America? by Morgan Harting Some investors are concerned about the impact to emerging markets from higher US interest rates, trade issues, on-shoring production and currency risks. But emerging markets have more pluses in their economic arsenals now to weather today’s risks from the US. Emerging Markets, Multi-Asset Likes 0 SHARE Bookmarks
April 03, 2017 Beware the Siren Song of Low Risk by Martin Atkin, Sharat Kotikalpudi Despite uncertainty about global politics and policy, stock markets are soaring and volatility is low. Does this mean it’s time for investors to double down on growth-oriented assets? Not necessarily. Multi-Asset Likes 0 SHARE Bookmarks
March 22, 2017 CITs: In the Sweet Spot for Improving DC Plans by Jennifer DeLong Today, with plan sponsors increasingly concerned about their fiduciary responsibility to provide appropriate and reasonably priced investment options, CITS can help a lot. Multi-Asset, Target-Date Solutions Likes 0 SHARE Bookmarks
March 07, 2017 When It Comes to Target-Date Funds, You Better Shop Around by Jennifer DeLong Many plan sponsors are shifting away from recordkeepers’ target-date funds to nonproprietary versions. But others are still using yesterday’s model. We think it’s time to take a look around. Multi-Asset, Target-Date Solutions Likes 0 SHARE Bookmarks
February 22, 2017 Reflation Brewing: Is Your Retirement Portfolio Ready? by Daniel J. Loewy, Christopher Nikolich For decades, there were two things that workers saving for retirement could count on: falling interest rates and low inflation. Change may be afoot. We think target-date funds should take notice. Inflation, Multi-Asset, Target-Date Solutions Likes 0 SHARE Bookmarks
January 30, 2017 Is Risk-On, Risk-Off in the Rearview Mirror? by Martin Atkin Trump. Brexit. There were plenty of big stories last year. But the one that may matter most for your portfolio in 2017—and how you manage risk—is how markets responded to these surprises. Multi-Asset Likes 0 SHARE Bookmarks