Viewpoints about Asset Allocation
-
Model behavior: the driving forces behind the growth of model portfolios
The increasing awareness of the benefits that models can offer has led to an explosion in products available to financial professionals and their clients, but the proliferation of choice requires careful navigation.
Read more
-
2021 market outlook: a brighter future, but clouds remain
There is reason both for optimism and concern heading into 2021. Vaccinations should help propel the economy, but there may be delays in getting them to the public. With yields low and momentum stocks soaring, a balanced portfolio may prepare investors for a wide variety of possible outcomes.
Read more
-
Market outlook: macro themes that could influence returns in the months ahead
The COVID-19 outbreak has brought us back to an ultra-low interest-rate environment. Find out how it could have changed returns expectations across different asset classes.
Read more
-
After the election: key early economic takeaways and positioning
With the winner of the 2020 presidential race still to be determined, we assess the market's initial reaction and the election's likely implications for different equity sectors and bonds.
Read more
-
Target-date funds: strategic and active management
While strategic management primarily dictates the glide-path process behind target-date funds, there are opportunities within market cycles to use active management.
Read more -
Decision economics: don't let political uncertainty obscure your long-term goals
Another presidential election means the predictions and parallels to past elections are already rolling in. The question for investors is, does it really matter who wins?
Read more
-
Market downturns can help target-date investors grow their retirement savings
In times of volatility, it can be tempting to consider cutting your losses and heading for the exits. But we believe a market downturn should be viewed as an opportunity rather than a catastrophe.
Read more
-
Investing for the next presidential cycle: macro trumps policy
Despite the radically different policies, the second Obama administration and the Trump administration showed largely similar overall stock performance as well as by individual sectors. We review this phenomenon here.
Read more
-
Target-date funds: enabling investors to focus on the hard work of saving for retirement
Target date funds can get investors started on saving and keep them saving, helping them fight the tendencies to be too aggressive in rising markets and too panicky in falling ones.
Read more -
Avoid manager concentration risk with an open-architecture target-date fund
DC plan-level best practices call for open architecture investment menus, but that line of thinking hasn't always extended to target-date portfolio construction. See the forward-thinking fiduciary’s response.
Read more