Market Review & Insights
By Paul Zemsky, CFA Chief Investment Officer, Multi-Asset Strategies
How should Plan Sponsors think about evaluating Target Date Funds? In our new brochure, we offer a comprehensive approach for selecting the fund that best matches the needs and characteristics of the plan and its participants.Read More
By Multi-Asset Strategies and Solutions Team
Our capital market assumptions provide estimates of expected returns, standard deviation of returns and correlations among major U.S. and global asset classes over a ten-year horizon. These estimates guide the strategic asset allocation for our multi-asset portfolios and provide a context for shorter-term economic and financial forecasting. These comments reflect final asset class forecasts of risk and return for 2017-2026 and are subject to change.
By Jeff Bakalar and Dan Norman, Co-Heads Senior Loan Group
Looking ahead to 2017, senior bank loans seem poised for another strong year. In our annual forecast, we break down the factors expected to drive risk and return in the asset class.
By Vincent Costa, CFA, Head of Global Equities
Vincent Costa, CFA, Head of Global Equities explains why rumors surrounding the death of low volatility are greatly exaggerated.
The Fed delivered a more upbeat statement, upgrading its economic assessment and noting that risks to the domestic outlook have diminished.
By John Lauder, Senior Financial Writer
Brexit shock took center stage in June but other market factors did not fade away, quickly reasserting themselves as the shock waves receded.
By Kurt Kringelis, CFA, CPA, JD, Head of Credit Strategy
Understanding industry-level credit cycle dynamics can help investors assess investment opportunities. At this point in the corporate credit cycle we still see positive return potential, but believe a tactical, risk-aware strategy is the best approach.