MOST VIEWED FUNDS FROM LAST WEEK
- Small Cap Growth Fund
- Global Technology Fund
- Ultra Short Duration Income Fund
- Growth Opportunities Fund
- Income Fund
- Sustainable Leaders Fund
- Diversified Income Trust
Diversity in companies — including gender diversity — can have a positive impact on company performance and strategic ability.
May 27, 2020
REFINITIV LIPPER FUND AWARDS
Best Fund over 3 years and 5 years
Mixed-Asset Target Allocation Moderate Funds category
Best Fund over 3 years
Core Bonds Funds category
Equity Outlook | Q2 2020
The road to recovery for equities
We explore what might lie ahead for the economy and markets, and provide an outlook for COVID-19 treatments.More »
Capital Markets Outlook | Fixed Income Outlook
Advisor Tech Tips
As millions of Americans receive payments from the CARES Act, with more stimulus funding on the way, they face important financial decisions.
May 26, 2020
Headlines you need to know this week — May 27, 2020
Investors react to volatility How investors react to volatility varies with age. A recent survey found two thirds of investors have changed their investment allocations based on recent market swings. Among respondents, Millennials tended to invest in equities, seeking value in less expensive beaten down stocks. Investors in the Gen X and Baby Boomer segments sought perceived safer investments such as money market funds or high-yield savings accounts.
Some report declining retirement confidence Nearly one quarter of adults in a recent survey reported that they are less confident about their ability to retire comfortably due to the pandemic. The survey included those currently working as well as recently unemployed. The economic shutdown affected the jobs of 58% of workers in a range of ways including reduced hours or pay, layoffs or furloughs. Among Millennial respondents, 33% said they plan to take, or have already taken, an early withdrawal or loan from their retirement accounts.
Advisors expand communications during the pandemic With businesses and investors on lockdown for weeks and increased market volatility, financial advisors have faced many challenges. Increased uncertainty has meant more client calls and higher workloads. Many advisors report meeting these challenges with more communications. Advisors note an increased use of online communications and video for conferences.
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