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Portfolio Construction Insights
Today, Not All is Equal
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We are seeing the highest margin of superiority on record, with a significant gap between our highest and lowest ranking sectors, exceeding levels seen in the Chinese growth scare in early 2016 and the financial crisis of 2008. James Foot, Head of Capital Markets & Asset Allocation, EMEA, discusses the unique nature of the market landscape, as well as some of the sensible actions that we believe can empower investor success.
Active/Passive Management
Federated Hermes tilts toward value
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Stock-bond model keeps 2% equity overweight but shifts from growth bias.
Retirement
Retirement income planning in the “new normal”
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Retirement policy, interest rates and market volatility have made retirement planning more challenging for clients and advisors alike. What are the philosophies, opportunities and challenges you need to be aware of to help your clients navigate decumulation in today’s environment?
In this episode, we’re joined by Jamie Hopkins, Director of Retirement Research at Carson Coaching and co-creator of the Retirement Income Certified Professional (RICP) designation. Jamie discusses the opportunities and challenges associated with creating retirement income in this new environment, including how to help shift the mindset of individuals to adapt to these changes.The IRS recently announced that it will allow plan sponsors to pay out pensions as a lump sum to plan participants. In this video BMO Global Asset Management discusses what considerations should be made by plan sponsors and plan participants before choosing lump sum as an option.
Retirement
Lump Sum Payouts from Pension Plans
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The IRS recently announced that it will allow plan sponsors to pay out pensions as a lump sum to plan participants. In this video BMO Global Asset Management discusses what considerations should be made by plan sponsors and plan participants before choosing lump sum as an option.
Active/Passive Management
Adding alpha through active management and a consumer sector focus
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Growth in emerging market economies and equity markets continues to be driven by rising levels of income and consumer spending by an expanding middle class.
Portfolio Construction Insights
How rates rise matters
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In prior rising rate environments, various parts of the municipal yield curve reacted differently based on economic conditions and the pace and scale of Fed activity.
Active/Passive Management
Advisor Perspectives: The Dawn of a New Active-Equity Era
Is the market environment turning favorable for active equity managers? It seems a strange question to ask in the midst of a pandemic and heightened market volatility, but history tells us that it is during just such turbulent times that active managers excel. There is accumulating evidence that market conditions are growing more attractive for showcasing stock-picking skills.
Portfolio Construction Insights
Is It Time to Take Risk Off the Table? Four Pillars Explained.
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Mike Coop, head of Multi-Asset Portfolio Management, Europe, covers how we believe our investment approach is designed to help us achieve better investment outcomes.