Our quarterly investment outlook covering the financial markets.
In this issue:
- The Fed and the Economy
- Fixed Income Review and Outlook
- Equity Review and Outlook
Karen Chong-Wulff, CFA, CAIA, Managing Vice President, Fixed Income and Xin Zhou, CFA, FRM, Senior Fund Manager, identify and compare stable value investment products.
Researches the impact of market volatility on investor cash flows and the resulting investor disadvantages across asset classes.
Examines the role tactical asset allocation can play in structuring a portfolio.
Explores factors impacting fixed income asset classes and sectors.
Whether star ratings can be relied upon to predict fund performance.
Why the impact of attrition should be considered when evaluating mutual funds.
How target-date fund glide paths are evolving to meet retirement plan participants' needs.
Reviews alternative passively managed portfolios, and shows how excess return and/or changes in portfolio risk significantly vary across an array of market capitalization and style.