Tag: Fixed-Income

The top economists at J.P. Morgan Asset Management and Vanguard remind investors that volatility is normal, and that long-term thinking is a solution to short-term stress about equity prices.

Northern Trust expects relatively steady economic growth, controlled inflation and accommodative monetary policy.

Despite something of a tepid second quarter, pension plans have enjoyed a strong year of growth.

The chief investment officer at Winthrop Capital Management discusses the uptick in short term interest rates and new opportunities within the one-year to five-year part of the curve.

According to the Alight Solutions 401(k) Index, year-to-date there have been 29 days with above-normal trading activity, suggesting that the month of June brought back a bit of a sense of tranquility for investors after a difficult start to the year.

HSAs need to offer equities, multi-asset classes and fixed income, Devenir says.

Outflows were primarily from target-date (35%), emerging markets (27%) and company stock (27%) funds, the Alight Solutions 401(k) Index shows.

In light of the market volatility, they fled from equities

Neuberger Berman Addresses Volatility with PutWrite Fund; PanAgora Adds ESG Alpha Factors; and Hartford Funds Expands ETF Roster.

In a new analysis, J.P. Morgan Asset Management describes how equities have not generally come under pressure until the U.S. two-year Treasury rate reaches above 3.5%.

However, at year-end 2015, for example, the ICI says participants in their twenties had 80% of their portfolios invested in equities, while participants in their sixties had 55% in equities.

The committee is staffed with a diverse group of outside experts, including individuals representing the views of retail and institutional investors, small and large issuers, trading venues, dealers, and self-regulatory organizations, among others.

Recent discussion among Federal Reserve Board members has brought into question the transitory nature of the current lower level of inflation, says Matt Toms, Voya Investment Management’s chief investment officer for fixed income.

With a new Fed chair and expectations for rising rates, 2018 will be a year to focus on fixed income portfolios.

Alight Solutions says there was a 50/50 split of trading days favoring equities and those favoring fixed income.

The committee's initial focus will be on the corporate bond and municipal securities markets.

Hartford Funds expands fixed income ETF suite; Sage releases ESG Intermediate Credit Index; ICMA-RC opening investments to private sector.

The majority of outflows from retirement plan participant accounts came from U.S. equities and company stock, despite powerful stock market returns for the year thus far.

Goldman Sachs Launches High Yield Corporate Bond ETF; Sage Advisory Introduces Custom Laddered Strategy; and Franklin Templeton Rolls Out Active Municipal Bond ETFs.