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Investing Ideas
Stable Value Versus Money Market Funds
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Now could be the time to reassess your plan's capital preservation options and consider stable value.
Investing Ideas
Preparing for a Post-COVID World
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Valuation gaps appear extreme, and we are seeing opportunities in stocks that have been left behind in the momentum-driven rally.
Fixed Income Insights
Attractive Yields, Slowing Bank Loan Downgrades Support CLOs
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Lower CLO issuance and slowing loan downgrades, along with some attractive yields, have produced value in certain CLOs.
Fixed Income Insights
Fixed Income Market Update
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In our view, monetary and fiscal policy have done a tremendous job in papering over fundamental uncertainty. Read more for the news & nuggets
Fixed Income Insights
Municipal Fixed Income: Bluebirds fly
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We focus on the strong recovery in the muni market over the second quarter, which proved to be illuminating to municipal investors on a couple fronts.
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.
Fixed Income Insights
Improving Credit Quality Boosts High Yield Bonds
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The high yield bond sector represents attractive value because of its improving credit quality and inexpensive valuations.
Investing Ideas
Finding U.S. Companies That Can Emerge Strong From the Crisis
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U.S. equities have rebounded sharply from the lows reached in March, while, at the same time, the economy has declined meaningfully.