MOST VIEWED FUNDS FROM LAST WEEK
- Global Technology Fund
- Small Cap Growth Fund
- Growth Opportunities Fund
- Ultra Short Duration Income Fund
- Income Fund
- Short Duration Bond Fund
- Sustainable Leaders Fund
Germany and France — in what some have claimed is a breakthrough — have proposed establishing a recovery fund for countries hit hardest by the coronavirus pandemic. European Union leaders plan to meet in July on a €750 billion initiative that would involve the issuance of common debt. It would be a significant step toward closer economic ties.
June 30, 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
Capital Markets Outlook | Q2 2020
Markets wrestle with policy versus the pandemic
We are looking for progress in public health and credit market indicators as policy responds to the economic shock surrounding the pandemic and efforts to contain it.More »
Fixed Income Outlook | Equity Outlook
Advisor Tech Tips
Four months into the COVID19 pandemic, social distancing and work-from-home have become routine for financial advisors and many of their clients. But it wasn’t always that way.
June 18, 2020
Headlines you need to know this week — June 30, 2020
Regulators focus on use of ESG funds in retirement plans The Department of Labor is proposing a new rule that would clarify the standards for the use of ESG (environmental, social, and governance) funds in retirement plans under ERISA (Employee Retirement Income Security Act). The proposal also includes some additions to the regulation. The DOL has established a 30-day comment period.
Staying at home helps savers Staying at home due to the pandemic may help some adults save more. In a recent survey, 65% of Millennials said that staying at home helped them save more money. An increase in online shopping did not eclipse their savings. Nearly 70% of respondents said they were spending less money overall. Also, 20% of respondents said they plan to start investing.
Retirees may forget to save for taxes Many investors are examining their retirement plans due to the pandemic. A recent survey found that 59% of respondents are more worried today about paying taxes in retirement than prior to the crisis. About 38% said the pandemic is forcing them to retire earlier or later than they had planned. Among respondents, 63% said it is important to develop a financial plan with a tax strategy.
ON TWITTER NOW
Research funds and ETFs
Explore and compare funds, model portfolios, and discover new investment opportunities.
Webcasts you may have missed