Rethinking the 60/40 Portfolio
Defined benefit and defined contribution plan sponsors need to adjust the composition of the traditional 60/40 portfolio to meet plan...
Tag: Fixed-Income
More of the Same Expected for Rates, Inflation in 2021
Interest rates were already stuck at stubbornly low levels even before the outbreak of the coronavirus pandemic, and the federal...
Retirement Plan Investors May Be Looking for Investment Standouts
While asset managers are optimistic that market conditions will stabilize and improve, they still point to strategies investors can consider...
401(k) Investors Take Their Preference for Fixed Income to New Level
In October, all of their net trades went into fixed income, according to the Alight Solutions 401(k) Index.
Best of PSNC 2020: Figuring Out Fixed Income
Defined contribution plan sponsors can offer meaningful fixed income investment options by using diversification and thoughtful asset managers.
Coronavirus Questions Reshape Long-Term Capital Market Assumptions
The challenges facing U.S. and global equity markets at the start of 2020 appear tame compared with present obstacles—a fact...
Equity Analysts See More Volatility and Decent Returns
Asset managers’ mixed outlook on the market reflects the uncertainty and volatility experienced so far this year, though there is...
New Normal for Interest Rates Embraced by Federal Reserve
In a speech given Thursday about key policy updates, Federal Reserve Chair Jerome Powell said the changes reflect the evolution...
401(k) Investors Light on Trades in July
The movement from equities to fixed income continues, according to the Alight Solutions 401(k) Index.
Some Say Coronavirus Will Cement New Normal for Rates
The world has indeed embraced a new normal—but not one necessarily tied to interest rates.
Do Standard Glide Path Illustrations Obscure Key Information?
The minimum and maximum fixed-income allocations of 2050 target-date funds range between 1.5% and 19.9%, respectively, according to MFS.
Participants Continue Movement Out of Equities
The third quarter marked the seventh consecutive quarter that 401(k) participants have moved their money from equities into fixed income,...
Despite Market Rebound, Investors Flocked to Fixed Income in Q119
Nearly 90% of the days in the quarter saw net trading activity favor fixed income, according to the Alight Solutions...
‘Bond King’ Bill Gross Announces Retirement from Janus
The founder of PIMCO is known as one of the most successful bond managers in U.S. history; his rocky 2014...
401(k) Participants Made Opposing Trades in 2018
High trading activity days were concentrated around the beginning and end of the year—with trades moving in similar volumes in...
Economists Remain Optimistic Despite Volatility
The top economists at J.P. Morgan Asset Management and Vanguard remind investors that volatility is normal, and that long-term thinking...
U.S. Demand Grows for ‘Safe ESG’ via Fixed-Income Vehicles
There is still not very much discussion in the U.S. about fixed-income investments pursuing ESG themes, according to BlueBay Asset...
Five-Year Market Forecast Sounds Mostly Optimistic Note
Northern Trust expects relatively steady economic growth, controlled inflation and accommodative monetary policy.
BNY Mellon Master Trust Index Highlights Yearly Growth
Despite something of a tepid second quarter, pension plans have enjoyed a strong year of growth.
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Shifting Yield Curve Presents Institutional Investing Opportunities
The chief investment officer at Winthrop Capital Management discusses the uptick in short term interest rates and new opportunities within...