November 23, 2022 Three Income Themes for Multi-Asset Investors in 2023 by Karen Watkin, Edward Williams Multi-asset income strategies should feature high-dividend stocks, high-yield credit and global government bonds in 2023. Income, Invest for Efficient Income, Multi-Asset, Rising Rates Likes 0 SHARE Bookmarks
November 17, 2022 Reading the Signals: Consider Leaning into EM Equities in Multi-Asset Strategies EM equities have lagged DM, with many EM countries badly hurt by the impact of COVID, the global economic slowdown and a strengthening US dollar. Emerging Markets, Multi-Asset Likes 0 SHARE Bookmarks
November 15, 2022 As Workforce Sentiments Change, Retirement Income Needs Haven’t by Jennifer DeLong, Andrew Stumacher Matching workforce value propositions to changing employee needs can help ease growing anxieties about retirement and financial wellness. Multi-Asset, Target-Date Solutions Likes 0 SHARE Bookmarks
November 01, 2022 Can Multi-Asset Approaches Balance Sustainable Investing Risks? by David Hutchins, Henry Smith Sustainable investors are aligning themselves with some of the world’s most powerful growth trends—but this approach can inhibit diversification. Multi-Asset, Responsible Investing/ESG, Rising Rates Likes 0 SHARE Bookmarks
October 19, 2022 Can China Revive Economic Growth Post-Congress? by Caglasu Altunkopru China’s 20th National Congress could help air ideas for more growth-supportive policies. China, Economics, Emerging Markets, Multi-Asset, Policy & Regulation Likes 0 SHARE Bookmarks
September 26, 2022 Tackling the Income Problem by Brian Resnick Investors seeking to boost their income generation face a challenge: how to do it while still managing risk? Creating efficient income is the key. Fixed Income, Invest for Efficient Income, Multi-Asset, Rising Rates Likes 0 SHARE Bookmarks
September 13, 2022 Pursuing Inflation Resilience in Multi-Asset Strategies by Caglasu Altunkopru, Aditya Monappa As markets start to price in an inflation inflection point, how can multi-asset investors adapt? Inflation, Multi-Asset, Rising Rates Likes 0 SHARE Bookmarks
September 06, 2022 Moving Beyond Averages by Andrew Stumacher, Christopher Nikolich Retirement income security should be customized to the individual, not based on the law of averages. Multi-Asset, Target-Date Solutions Likes 0 SHARE Bookmarks
August 30, 2022 Improve Your Retirement Plan to Improve Your Bottom Line by Christopher Nikolich, Andrew Stumacher Why flexible retirement income solutions can better recruit, manage and retire employees in a changing workforce. Multi-Asset, Target-Date Solutions Likes 0 SHARE Bookmarks
August 05, 2022 Is Duration Making a Comeback for Multi-Asset Strategies? Changing conditions may warrant adding higher duration assets like treasury bonds, which have typically offered better risk/reward outcomes during economic slowdowns. Asset Allocation, Inflation, Multi-Asset, Volatility Likes 0 SHARE Bookmarks
July 25, 2022 As Central Banks Tackle Inflation, How Should Multi-Asset Investors Adapt? by Caglasu Altunkopru Higher-for-longer inflation is challenging consumers, investors and central bankers, but improving supply and demand imbalances may offer relief. Economics, Inflation, Multi-Asset, Rising Rates Likes 0 SHARE Bookmarks
July 21, 2022 High-Yield Credit Remains Fundamental in Multi-Asset Investing The economy is moving toward the late cycle, but based on higher yields and sound fundamentals, high-yield bonds remain an attractive building block for multi-asset strategies. Asset Allocation, Fixed Income, Income, Invest for Efficient Income, Multi-Asset Likes 0 SHARE Bookmarks
June 20, 2022 Lifetime Income Fees vs. Costs: Look Beneath the Tip of the Iceberg by Andrew Stumacher, Christopher Nikolich, Howard Li Lifetime income solutions are high on DC plan wish lists, but a consistent framework is needed to evaluate their features, benefits and costs on a level playing field. Multi-Asset, Target-Date Solutions Likes 0 SHARE Bookmarks