Viewpoints about Risk Management
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The 2020 bear market–an exogenous shock for the history books
With the arrival of a bear market, it's instructive to examine what’s unique about this downturn relative to past bears for clues as to when a potential recovery could emerge.
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Behavioral alpha: do groups make better investment decisions than individuals?
In the fourth of a series of articles on how human behavior can affect investment decisions, we examine the interaction of individual biases and group dynamics and how they can lead to 'groupthink'.
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Behavioral alpha: the perils of the performance-chasing path
In the third of a series of articles on how human behavior can affect investment decisions, we look at the reasons why we’re predisposed to chase performance, and techniques to avoid it.
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Glide path construction: minimizing longevity risk in retirement
We discuss the the elements that shape our approach to glide path design, from wealth accumulation to income replacement.
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Trading places: favoring defensive equity when bond yields go too low
While defensive equity may strike some an oxymoron, the phrase isn’t as absurd as it sounds in an age of government bonds that yield little—or less. Learn more.
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Why quality stocks are key in today's late-cycle economy
Stocks with quality characteristics could become more attractive in today’s late-cycle economy. Learn how a veteran investor is navigating an increasingly challenging global equity market.
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How climate resilient is your portfolio?
What does the big picture of climate risk and opportunity look like from the viewpoint of a dedicated ESG strategy? Cheryl Smith offers her perspective.
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Building a better 401(k) plan investment lineup
See our six considerations to reduce plan sponsor fiduciary risk, raise participant retirement readiness, and build a better 401(k) plan investment lineup.
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Bond types that tend to fare best following yield curve inversions
Yield curve inversion alert—one of the most potent historical harbingers of economic recession flashed red recently. Find out what to do now.
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ETF trading: market order or limit order—which works better?
When it comes to ETFs, how you place your trades can make a big difference. We take a look at the differences between market and limit orders and the relative advantages of each.
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