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.
Redefining Income in a Low Yield World: Historically, investors in or near retirement have relied primarily on bonds for “mailbox money” necessary to fund their golden years. Going forward, investors and advisors will need to redefine their concept of “income” and reconsider how they fill their “mailbox”.
Our approach introduces new asset classes, but also increases opportunity.
Capital markets have improved, but complacent investors may be overlooking still-challenging economic fundamentals.
Capital markets appear to have stabilized and improved, but complacent investors may overlook ongoing challenges.
Research from Greenwich Associates explores the dynamics driving ETF model portfolio growth and evaluation methods to help select strategies and providers.
Nationwide: Valuing annuity benefits for required minimum distribution and Roth conversions purposes
When deferred annuities are owned by qualified accounts these guarantees must be taken into account when calculating required
minimum distributions (RMD) and the taxable amount of a Roth IRA conversion.
The anticipation for modest returns and heightened volatility has investors seeking new ways to close the return gap while simultaneously de-risking their portfolios. Find out how Northern Trust Asset Management helps investors address this challenge.
Research shows that certain kinds of stocks have outperformed the broad market on a risk-adjusted basis over the past 50 years. These include companies that are undervalued or small, have consistently rising stock prices, are less volatile, or are efficiently managed and consistently profitable.
In this edition of Envestat, we’re taking another look at the portfolio performance and examining outliers to determine what may be driving either positive performance or underperformance.