Managed Accounts: Trend-Based Forecast For 2018
How are managed account assets projected to grow over the next 6 months? In this Envestat report, we analyzed past managed account data to come up with a forecast for gross sales, redemptions, and net flows for the first half of 2018.
In this edition, we offer insights about:
2020 Investment Outlook: The Reason and the Rhyme
2019 saw some significant events that reinforced the trend in place since 2009 and increased anxiety that the end is near, yet confirmed the market’s ability to climb a wall of worry.
Global Investment Committee: 2020 outlook
In many ways, the macro outlook is brighter today than it was one year ago as economic growth is solidifying, trade and monetary policy risks have receded and sentiment has improved. Yet, we think market returns may be lower over the coming year and decade compared to what we experienced in the past. It will continue to be a challenge to construct outcome-focused investment portfolios.
Sustainable Investing in Fixed Income: Avoiding the Pitfalls
Combining sustainable investing and fixed income has the potential to deliver attractive long-term returns while delivering positive change. However, there are risks with doing so in a naïve way. Here’s how to avoid them.