Displaying 323 results
Helping clients navigate the fixed-income storm
With yields at historic lows, the ability of fixed income to deliver on its storied value proposition as a portfolio ballast in times of stress is challenged
ESG appeal survives test of market pullback
A focus on ESG diverts attention from investment performance, especially in times of market volatility, according to a recent Morningstar study
Booming model portfolios may be moving markets
So much money is now tied up in this approach that adjustments to portfolios are being blamed for some dramatic ETF flows recently
Advisers question the value of bonds in client portfolios
The traditional portfolio ballast layers on risk without providing much reward
Advisers may be struggling to adopt model portfolios
There are pros and cons to third-party marketplaces that should be considered, according to new research
Can buffered ETFs help clients ride out the storms?
There's a growing appeal for the downside protection the products provide, but there's also a downside to that protection
The role of cash in a portfolio
When markets turn volatile, cash provides clients with confidence that they can weather the storm
Low bond yields test 60/40 asset allocation
Alternative assets and private markets may help boost portfolio returns
Getting a handle on black swan events
Scenario analysis can do a better job of assessing market-rattling occurrences like COVID-19
Gold’s 24% run attracts the attention of younger investors
The precious metal is uniquely suited to hedge the disruptions of 2020
American Century doubles down on semitransparent ETF lineup with ESG versions
The jury is still out on whether financial advisers will buy into the unique new fund wrapper
Advisers should aspire to the endowment investment model
There are benefits for advisers that create more than just a balanced portfolio for clients
COVID-19 puts alternatives back in the mainstream
The new normal is reigniting conversations around the potential for alternative investments to add diversity and hedge risk
ETF providers struggle to steer institutional investors away from lower-cost retail funds
Large investors are giving up liquidity and tighter spreads for lower fees
How to draw the line when clients challenge your approach
In your discussion, validate the forces driving the client's discomfort, confirm that you hear what they're saying and explain why the current strategy remains best suited for them
Revamping portfolios with risk-smart, tax-smart building blocks
Investors are painfully aware their retirement plans need a do-over. Here's the best approach
T. Rowe Price finds a path to the ETF market
The traditional mutual fund provider plans to launch four semitransparent ETFs this month
May was the month for mid-cap stocks
Mid-sized companies have now rallied 31% since the stock market bottom in March
ESG investing becomes the darling of a COVID-19 world
Strong relative performance during the latest test of market turmoil is moving ESG closer to the mainstream
Advisers look past the glitter, debate gold’s value as a long-term investment
So far this year the precious metal has beaten the S&P 500 by 24 percentage points
