Explore research driven analysis of evolving market themes.
June 7, 2017
Target-date funds are designed to hold all or most of a retirement plan participant’s savings, but many investors are making a smaller commitment to them.
Why a meaningful near-term market correction is unlikely
2017 is a rare year without a stock market correction of at least 5%, but that doesn't make a correction more likely in the fourth quarter.
Avoiding retirement savings shortfalls requires a team effort
Plan features, employer match, deferral rates, and investor education all work together to help participants avoid retirement savings shortfalls.
Using and enhancing ESG investment data
ESG data is having investment impact but is still evolving, and stands to benefit from feedback offered by fundamental analysts.
What motivates millennials to save for retirement?
Recent surveys offer clues about retirement plan features and investment options that might motivate millennials to save more.
Choosing an investing glide path to retirement
When it comes to saving for retirement, a target-date fund offers a convenient feature — a glide path that systematically manages diversification.
Are millennials missing out on retirement tax advantages?
Millennials are saving at a higher rate than certain older generations, but may be missing out on the tax advantages of workplace savings plans.
Why investor pessimism may be a good sign
Investor pessimism has historically proven to be reasonably effective as a contrarian investment signal, and market sentiment has plunged again this year.
What two of the best recession signals say today
Two indicators can give the quickest read on whether a recession may be near.
Why Brazil's crisis creates new concerns
The revelations of May 17 may pose a threat to President Temer's administration, and therefore a threat to Brazil's short- and medium-term economic outlook.
Crisis abated, it’s time to dust off the old playbook
Today's pro-cyclical, rising rate environment has a playbook with historical precedent.
Why rates matter to stocks, too
Risk factor analysis shows that equity market sectors that act like “bond proxies” may be more sensitive to changes in interest rates than bonds themselves.
What higher rates mean for income strategies
What do higher rates mean after almost a decade of near-zero rates? It's time to reconsider risk in fixed-income portfolios.
Can Trump follow Reagan's playbook?
Trump administration fiscal policy is expected to be similar to Ronald Reagan's measures, but economic conditions today are much different than in 1981.
See the dove in the Fed's dot plot
The market sees a more hawkish Fed in the December 2016 rate hike, but we see see signs of a dove in the Fed's dot plot.
Watch the euro as Italy votes
We are watching the referendum in Italy this weekend for yet another existential crisis for the euro.
Diversifying stable value with traditional GICs
Stable value portfolios that avoid traditional GICs may be missing a diversification opportunity that also offers liquidity.
Negative interest rates explained
Today's unorthodox central bank policies have made negative interest rates more normal, with potential consequences for government bonds and the banking sector.
Proceeding toward Brexit: The risks for investors
With the United Kingdom beginning to move forward with Brexit, we see risks to the economy, the pound, and the markets.
Buyer beware: Defensive sectors may be overvalued
Seven years into this bull market, defensive sectors have leading performance, and may be signaling more attractive opportunities elsewhere.
Italy's bank troubles challenge EU
Troubled banks in Italy pose a new challenge to the EU, one that has been compounded by the U.K.'s vote in favor of Brexit.
Can government reform brighten EM growth outlook?
Our research has identified both near- and long-term investment opportunities in EM countries that may benefit from a combination of policy reform, policy independence, and insulation from falling commodity prices.
The views and opinions expressed are those of the speaker, are subject to change with market conditions, and are not meant as investment advice.