Asset Allocation

Data

Direct indexing looks for an opening amidst ETF uptake

New Schwab research shows the growing appeal of exchange-traded funds, while raising questions about whether investors are open to direct indexing.

ESG

Is it time to consider green bonds?

Market dynamics may soon be favorable for green bonds, an area of the market that has seen a recent uptick in flows and assets under management.

Investing

“Semi-liquid” funds: The new good looking beast in town

A wider opportunity set of investors and historical alpha generation from private offerings has attracted asset allocators and strategy providers and positioned interval funds and tender funds as a key solution.

Investing

Identifying the tools you need to lean on in inflationary periods

Real assets are useful portfolio components in all market conditions. But in this inflationary environment, these assets could be essential.

Investing

Will recession threat send more advisers toward alternatives?

With the 60-40 portfolio suffering against a difficult backdrop, could alternatives act as a 'shining star' for advisers?

Investing

Natixis survey shows global retirement security falters as inflation spirals

The annual Global Retirement Index reveals 2022 could be the most challenging year to retire in recent history, as market environment impacts pension savings.

Investing

As Fed battles inflation, financial advisers brace for recession fallout

Advisers are adjusting clients' portfolios to weather the recession that could result from the central bank's response to spiking prices.

Equities

“We are not single-outcome investors”: The value perspective in difficult market conditions

Remaining disciplined and using periods of volatility to find opportunities are key tenets of the US Value Team at Artisan Partners.

Equities

How historical rallies compare within bear markets

Resisting the urge to try to time the market, focusing on strategic asset allocation, and staying the course has typically been a highly effective approach for long-term investment success.

Equities

The six essentials when building an investment portfolio

Building a well-crafted portfolio requires an understanding of financial markets, taxes, asset classes, and human nature. Done right, the chances of positive investment outcomes are greatly increased.

ESG

European investors continue to back ESG ETFs

ESG ETFs represented 42% of total European ETF flows in the three months to the end of June 2022.

Equities

How lower equity volatility has reduced portfolio risk

Qontigo’s Multi-Asset Class Risk Monitor showed that a stronger co-movement of share prices and foreign exchange rates against the dollar reduced the risk of US assets.

Equities

Views from Cardinal Retirement Planning: separating Buffett from Grantham

Long-term investors with generous time horizons can find value in a downturn like this, despite what the bearish voices in the market might say.

Fixed Income

Looking to the recovery after a bear market

Northern Trust’s chief investment strategist, Jim McDonald explains why the best portfolios should be built to withstand market volatility and be looking toward the impending recovery.

ESG

The risk perspective – where alternative signals win

Sentifi's Marina Goche explores the main themes that have been driving volatility in markets and contributing to this largely risk-on environment.

Data

Why now is the ‘opportunity of a lifetime’ for advisers

Nepsis’ Chuck Etzweiler believes astute advisers have been brought – "literally on a silver platter" – a healthy and much-needed valuation reset on equity prices.