Investment Professionals

Investment Professionals

Investment Opportunities in Aging U.S. Infrastructure

Investment Opportunities in Aging U.S. Infrastructure

U.S. infrastructure is getting older. Both private and public fixed assets are, on average, more than 20 years old and in desperate need of...
Research: Employees Want Help Accelerating Retirement Savings

Research: Employees Want Help Accelerating Retirement Savings

Plan Sponsors and retirement professionals are charged with improving retirement savings outcomes for plan participants. As it turns out, employees want that, too. According...
Finding Value in Health Care Stocks

Finding Value in Pharma, Biotech and Medtech

The health care sector is diverse. It spans a wide range of businesses—from the traditional plays of hospitals, health care providers, and pharmaceuticals, to...
High Income for a Low Yield Environment

High Income for a Low Yield Environment

Today’s guest post features Client Portfolio Manager Michael Dugan, of Nomura Corporate Research and Asset Management (a subadvisor for American Century Investments). Core bonds have...
Urbanization is Changing the Face of Emerging Markets

Urbanization is Changing the Face of Emerging Markets

Throughout history, population shifts from rural to urban areas have driven increased productivity, consumption, and higher standards of living. Population concentrations into centralized urban centers have helped...
Target-Date Funds: Flexing With Market Forecasts

Target-Date Funds: Flexing with Market Forecasts

Lifecycle risks change with the market environment. We believe an investor’s retirement shouldn’t have to be put on hold due to changing market conditions....
Small Caps: Finding Opportunities in Divergence

Small Caps: Finding Opportunities in Divergence

The relative performance of small-cap growth and value stocks has been cyclical over time, but small-cap growth companies have more recently grabbed the headlines—and...
Reports of the Death of Emerging Markets Have Been Greatly Exaggerated

Reports of the Death of Emerging Markets Have Been Greatly Exaggerated

The election of Donald Trump as the 45th president of the United States last November initially worried emerging markets (EM) investors. The candidate’s campaign...
Target Date Risk Management: Balancing Bulls and Bears

Target-Date Risk Management: Balancing Bulls and Bears

Economies cycle. Policies shift. Markets ebb and flow. Can target-date portfolio glide path construction approaches be more responsive to market conditions? We believe target-date portfolios...
The QDIA Selection Process

5 Steps to Smart QDIA Selection

Qualified Default Investment Alternatives (QDIAs) are the risk management go-to for plan sponsors and a convenient way for plan participants to get a well-diversified...

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