Study Suggests Irrational Investing Behavior Across Demographics
In a study by the TIAA Institute asking subjects to make decisions resembling portfolio allocations, researchers found those with more...
Tag: markets
LDI Strategies and Preparing DB Plans for Recessions
Speakers on a PGIM Fixed Income webcast offered practical steps pension plan sponsors can take today and over time to...
As Volatility Returned, Endowment Index Lost Ground in 2018
The Endowment Index represents a benchmark for analyzing the investable opportunity of managers of portfolios utilizing the “Endowment Investment Philosophy”...
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...
Another Fund Manager Forecast Urges Tempered Optimism
Charles Schwab’s 2019 forecast does not suggest long-term investors should rotate their portfolios away from risky assets, but investors should...
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...
401(k) Trading Spike Offers Important Teaching Moment
After several weeks of relatively large price swings for major equity market indices, 401(k) trading activity jumped on Monday, October...
Labor Shortage Among Developed Market Headwinds
J.P. Morgan anticipates labor supply constraints in developed countries starting in the next decade; while global growth expectations are modestly...
Arnerich Massena Makes Economic Case for ESG Investing
Responsible practices and policies have been shown to serve corporations better in the long run, strengthening their ability to meet...
Prudential Takes on $1.6 Billion PRT from International Paper
The sizable deal comes as more large employers close to within striking distance of PRT transactions.
Five-Year Market Forecast Sounds Mostly Optimistic Note
Northern Trust expects relatively steady economic growth, controlled inflation and accommodative monetary policy.
Sequence Risk at Retirement Can Derail Successful Savers
Target-date fund designs should take into account the risks retirement plan participants face—how to correlate and corral the evolving sources...
Smart Beta Survey Highlights Opportunity, Need for Education
There is some lingering uncertainty about the role of smart beta institutional investing, as more than 50% of asset owners...
For Strategic Long-Term Investors, Volatility Means Opportunity
PLANSPONSOR speaks with John Diehl, senior vice president of strategic markets for Hartford Funds, on the subject of equity market...
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...
J.P. Morgan Warns Long-Term Investment Outlook Is Muted
“Saving more is the most obvious and effective way to improve retirement outcomes," J.P. Morgan experts say.
The Old Equity Bull Market Charges Into 2018
“A bad day in 2017 was a flat day,” says Bob Doll, chief equity strategist at Nuveen Asset Management. “Turning...
Inflation and the Fixed-Income Outlook for 2018
Recent discussion among Federal Reserve Board members has brought into question the transitory nature of the current lower level of...