We believe growth in the United States remains strong, but expectations need to be revised lower.
June 10, 2021
2020 rankings in Barron's Best Fund Families
(published February 2021)
#3 out of 44
#14 out of 50
#22 out of 53
Refinitiv Lipper fund awards
Best Fund in the International Large-Cap Value Fund category
(R6 shares/PIGWX among 33 funds over 5 years)
(Y shares/PNGYX among 29 funds over 10 years)
Equity Insights | June 1, 2021
How BDCs can help in changing equity markets
Many features, including the potential for high yields, make BDCs a good counterweight to equity market volatility.More »
Fixed Income Outlook | Capital Markets Outlook
Headlines you need to know this week — June 8, 2021
Investor trust on the rise For the first time in more than a decade, the majority of investors surveyed recently said they trust that financial services firms are looking out for their best interests. The research focused largely on the financial advisory segment. The survey comprised affluent investors with more than $250,000 in investable assets and the near-affluent who earn more than $125,000 annually and are younger than age 45. The survey has included the question about trust since 2008.
Will the administration advance a new fiduciary rule? The administration may advance proposals for a new, stricter fiduciary rule for retirement plan advisors and sponsors, according to a recent report citing retirement plan industry executives. The administration may also promote the inclusion of environmental, social, and governance (ESG) investments in retirement plans.
Savers improved financial plans during pandemic A recent survey found that one third of adults said they have improved their financial discipline during the pandemic. Most respondents said they expect their new habits of saving and budgeting will continue post-crisis. During the past year, 83% of respondents said they created, reviewed, or made changes to their financial plans. An additional 17% said they did not have a plan prior to the pandemic.
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