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A Bright Outlook for Global Growth Investing?

Global equities may have a sunny outlook or 2020, according to Portfolio Manager Brent Puff. Here are three factors shaping his view.

Global Small Caps: Weathering Geopolitical Uncertainty

Will global small-cap stocks play catch up to large-cap stocks in 2020? Get the latest outlook from Portfolio Manager Trevor Gurwich.

A Move Back to Value

Value Portfolio Manager Mike Liss sees pockets of opportunities in four areas—provided social media and inflation don't disrupt markets.

    Insights for Advisors

    Playing the Long Game: Investing During Coronavirus Uncertainty

    We believe focusing on companies’ potential for long-term, sustainable earnings growth is key to helping endure the economic downturn fueled by COVID-19.

    The Making of a Glide Path

    Understanding the impact of design decisions on retirement outcomes.

    The Decumulation Conundrum: Income in Retirement

    Participants don’t know how to plan for and spend retirement income. Here’s how the industry is stepping in to address the problem.

    Asset TV: In the Hot Seat

    Rich Weiss, CIO, Multi-Asset Strategies, addresses a range of topics, including the drivers of return and risk in target-date funds, elements of glide path design and a breakdown of the SECURE Act.

    How to Evaluate Target-Date Funds: A Practical Guide

    The paper explains in a clear and comprehensive way the balance-of-risks approach that underpins the creation of our own target-date series.

    Shake, Rattle and Roll: Closing Out a Wild 2018

    The roller-coaster ride of 2018 provides important reminders about market behavior—particularly after several years of consecutive returns.

    The High Stakes of QDIA Selection

    Target-date funds are the most common qualified default investment alternative used in retirement plans today. Changing market conditions make selecting and monitoring these investments challenging.

    Retirement Savers to Employers: Help Me Save More

    A survey of retirement savers says employees count on their employers to get prepared for retirement. Review key 2018 findings.

    QDIA Survey: Have Tools Kept Up?

    Our survey of DC advisors revealed a mismatch between tools and goals in the qualified default investment alternative selection process.

    The Risky Business of QDIA Selection

    Hear from Rich Weiss, CIO-Multi-Asset Strategies, to gain an understanding of how the long-term bull market has skewed analysis of target-date options.

    HSAs: Untapped for Retirement

    Health Savings Accounts (HSAs) boast what other investment accounts cannot: triple tax benefits for eligible medical expenses. They also offer another way to save for retirement. However, investors may need to overcome some misconceptions to make the most of this largely untapped benefit.

    Active ETFs: A Look Under the Hood

    Active managers can now offer their time-tested active strategies in what continues to be a popular investment vehicle, the Exchange Trade Fund (ETF).