The Markets

The equity side of the portfolio tends to get a lot of air time, but experts agree that a more balanced approach should increase the likelihood of participants...

It is common to hear that private equity (PE) has been the best performing asset class in recent years for institutional investors, but a new academic analysis challenges...

One economist says there is so much noise in the data that it’s hard to assess where we are right now, let alone where things are going from...

The 2020 equity market outlook continues to hinge on whether a major secondary spike in COVID-19 infections can be prevented; news headlines on this front confirm this remains...

A mere 0.018% of balances were traded daily, according to the Alight Solutions 401(k) Index.

Additions to the Russell 3000 this year include Zoom Video Communications, Pinterest and Mimecast, highlighting the importance of communications technology in the midst of the coronavirus pandemic.

They say the Federal Reserve’s fiscal and stimulus moves have put a floor under the equity and bond markets.

Citing elevated valuations and rising tensions between the U.S. and China, some say a V-shaped recovery is unlikely.

Ninety-two percent of sponsors work with advisers, but only 70% are ‘very satisfied’ with their relationships.

A big part of the challenge is that everyone’s view of exactly what constitutes social and environmental responsibility is different.

Endowments and foundations broadly embrace tactical approaches to asset allocation, though some clearly do it better than others, often by relying on outside expertise.

There were more days when they moved into equities than fixed income.

Knowledge about and connections to the collective investment trust marketplace can be a key selling point for retirement plan advisers in 2020 and beyond—especially when serving small and...

It has never been more expensive to fund a stream of guaranteed retirement income, nor have individuals been so in need of guarantees generated outside of large collective...