Participants | August 19th, 2020 401(k) Investors Light on Trades in July The movement from equities to fixed income continues, according to the Alight Solutions 401(k) Index.
Investing | July 16th, 2020 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.
Investing | June 22nd, 2020 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 | October 15th, 2019 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,...
Investing | April 12th, 2019 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...
Deals and People | February 4th, 2019 ‘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...
Investing | January 8th, 2019 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...
Investing | December 7th, 2018 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...
Investing | October 22nd, 2018 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...
Investing | September 17th, 2018 Five-Year Market Forecast Sounds Mostly Optimistic Note Northern Trust expects relatively steady economic growth, controlled inflation and accommodative monetary policy.
Investing | August 17th, 2018 BNY Mellon Master Trust Index Highlights Yearly Growth Despite something of a tepid second quarter, pension plans have enjoyed a strong year of growth.
Products | July 18th, 2018 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...
Participants | July 17th, 2018 Just One Above-Normal Trading Day in 401(k)s in June According to the Alight Solutions 401(k) Index, year-to-date there have been 29 days with above-normal trading activity, suggesting that the...
Benefits | June 29th, 2018 Sponsors Need to Pay Attention to HSA Investment Lineup HSAs need to offer equities, multi-asset classes and fixed income, Devenir says.
Participants | June 20th, 2018 DC Plan Participants Largely Stuck With Investments in May Outflows were primarily from target-date (35%), emerging markets (27%) and company stock (27%) funds, the Alight Solutions 401(k) Index shows.
Participants | May 15th, 2018 401(k) Investors Moved into Fixed Income in April In light of the market volatility, they fled from equities
Products | April 19th, 2018 Investment Products and Services Launches Neuberger Berman Addresses Volatility with PutWrite Fund; PanAgora Adds ESG Alpha Factors; and Hartford Funds Expands ETF Roster.
Investing | April 17th, 2018 Market Guide Considers Pressing Inflation, Yield Curve Questions In a new analysis, J.P. Morgan Asset Management describes how equities have not generally come under pressure until the U.S....
Data and Research | January 24th, 2018 Two-Thirds of 401(k) Assets Held in Equities However, at year-end 2015, for example, the ICI says participants in their twenties had 80% of their portfolios invested in...
Investing | January 9th, 2018 SEC Fixed Income Liquidity Committee Sets First Meeting The committee is staffed with a diverse group of outside experts, including individuals representing the views of retail and institutional...