For Financial Professionals in the US

Global Perspectives

Market GPS Investment Outlook 2021

What should be on the radar for investors in 2021? Market GPS helps direction-set with a video summary, in-depth asset class analysis and our latest portfolio manager views.

Equity Perspectives

Quarterly insight from our equity teams to help clients navigate the markets and opportunities ahead.

Fixed Income Perspectives

Quarterly insight from our fixed income teams to help clients navigate the risks and opportunities ahead.

Global Dividend Index

The first of its kind, quarterly, long-term study into global dividend trends.

LATEST INSIGHTS

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For Many Investors, Pandemic Fears Overshadow Portfolio Losses

For Many Investors, Pandemic Fears Overshadow Portfolio Losses

Our survey found that many investors are more concerned about the impact of COVID-19 on their health and their families than losses in their portfolios.

How the CARES Act Impacts Retirement Plans

How the CARES Act Impacts Retirement Plans

A summary of several retirement-related provisions included in the recently passed CARES Act stimulus package.

Plan Talk: New Fiduciary Allegations Arise Around Failure to Diversify and ESG Investing

Plan Talk: New Fiduciary Allegations Arise Around Failure to Diversify and ESG Investing

In the latest episode of Plan Talk, Retirement Director Ben Rizzuto discusses the implications of two recent fiduciary breach cases.

An Investor’s Guide to Surviving a Bear Market

An Investor’s Guide to Surviving a Bear Market

Three steps investors can take today to navigate the current environment.

Millennials’ First Market Correction: Advice from an Ancient Philosopher

Millennials’ First Market Correction: Advice from an Ancient Philosopher

The teachings of an ancient philosopher may provide useful insights for today’s younger investors as they cope with market volatility.

A 401(k) Investment Committee’s Guide to the Coronavirus Correction

A 401(k) Investment Committee’s Guide to the Coronavirus Correction

Three steps investment committees can take to help plan participants navigate the current market turmoil.

“Failure to Diversify” Allegation Raises Important Questions for Plan Sponsors

“Failure to Diversify” Allegation Raises Important Questions for Plan Sponsors

A recent legal case highlights the issue of equity funds being too highly correlated and fixed income options too limited within retirement plans.

Financial Infidelity: When Spouses Have an Extramarital Affair with their Wallets

Financial Infidelity: When Spouses Have an Extramarital Affair with their Wallets

How advisors can help clients navigate – or prevent – the growing problem of financial infidelity.

A Financial Professional’s Guide to the Coronavirus Correction

A Financial Professional’s Guide to the Coronavirus Correction

How advisors can help clients cope with market uncertainty through behavioral finance, strategic tax planning and a review of fixed income mandates.

How the SECURE Act Could Impact Younger Investors

How the SECURE Act Could Impact Younger Investors

The SECURE Act introduced several changes that may have important implications for today’s younger investors.

Don’t Let Time Surprise You: Resolve to Plan in 2020

Don’t Let Time Surprise You: Resolve to Plan in 2020

As we start the new year, commit to having those tough – but critical – conversations with family about finances and long-term planning.