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How an active target-date strategy can navigate interest-rate risk
August 10, 2022 | Asset allocation
Active managers are in a unique position to manage risks in target-date strategies.

Style and factor performance during economic deceleration
Investors are concerned about decelerating economic growth and what this could mean for future equity returns. We researched this question to understand the historical relationship between an economic slowdown, earnings degradation, and any subsequent style or factor performance.

Yield curve inversion and market performance
At its March meeting, the Federal Reserve raised the federal funds rate by 25 basis points. The central bank also indicated that this is likely the start of a tightening cycle, as policymakers attempt to dampen the elevated levels of inflation seen since the start of the pandemic.

A look at inflation and investment performance
Investors are concerned about rising inflation going forward. We researched recent history to better understand how different asset classes perform during periods of increasing core inflation as measured by the Personal Consumption Expenditure Core Price Index.
The views and opinions expressed are those of the speaker, are subject to change with market conditions, and are not meant as investment advice.