Emerging Trends

  • When Vision And Value Collide
    When Vision And Value Collide

    As financial services firms try to build the firm of the future, skepticism persists

    Financial services firms are trying to build the firm of the future, but their lack of progress is stoking deep skepticism among investors, according to Oliver Wyman’s annual State of the Financial Services Industry report.
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  • 2020 Outlook: Moderate Global Returns Amid Slow, But ‘Good Enough,’ Global Growth
    2020 Outlook: Moderate Global Returns Amid Slow, But ‘Good Enough,’ Global Growth

    Moderation, not fear, will guide investors

    Northern Trust, a leading global asset manager with US $1.2 trillion in assets under management, believes moderation, not fear, will be rewarded in 2020.
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  • Moody’s – Global Life Insurance Outlook is Stable as Insurers Adapt to Low Interest Rates
    Moody’s – Global Life Insurance Outlook is Stable as Insurers Adapt to Low Interest Rates

    Moody's outlook for the global life insurance sector in 2020 is stable

    The outlook for the global life insurance sector is stable, reflecting insurers' solid regulatory capital and relatively conservative investment portfolios, and their efforts to adapt their products to a low interest rate environment, Moody's Investors Service said in a report published today.
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  • In Search Of Diversification, Yield and Return
    In Search Of Diversification, Yield and Return

    J.P. Morgan releases 2020 alternatives outlook to help Clients identify alternative investments

    J.P. Morgan Asset Management today released its second annual Global Alternatives Outlook, providing a 12-18-month outlook across key alternative asset classes and highlighting the views of the CEOs, CIOs and strategists from the firm's 15 distinct alternatives investment engines.
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  • Recruit, Retain: Upskill & ReSkill
    Recruit, Retain: Upskill & ReSkill

    Nationwide announces a five-year, $160M Future of Work investment

    In a rapidly-changing business environment and competitive job market, businesses are looking to attract and retain talent to help them deliver on their mission, and workers are looking for a company that is values-based and values them. Workers are also seeking employers who will partner with them in preparing for their futures.
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  • 40% of Older Americans Rely Solely on Social Security for Retirement Income
    40% of Older Americans Rely Solely on Social Security for Retirement Income

    Only 7% of Retirees Have Ideal Situation of Income from Three Sources: Social Security, Pension & Savings

    Only a small percentage of older Americans, seven percent, receive income from Social Security, a defined benefit pension, and a defined contribution account. Retirement income from these three sources is widely considered to be the ideal situation to ensure retirement security, particularly for the middle class. Retirees with these three sources of income are far…
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  • Poll: Economic Optimism Holding Strong to Kick Off 2020
    Poll: Economic Optimism Holding Strong to Kick Off 2020

    Financial Stress Index hits record low and National Outlook Index gets a boost while Presidential Leadership Index yields mixed results

    The IBD/TIPP Economic Optimism Index, a leading national poll on consumer confidence, continued to reflect positivity in January, rising 0.7% to 57.4.
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  • It’s Not You, It Really Is Me
    It’s Not You, It Really Is Me

    Nearly all Americans confess they can improve their relationship with money

    According to financial services firm Edward Jones’ survey, Relationship with Money, while 81% of Americans say they feel in control over their current financial situation, they admit a mix of emotions when it comes to their money.
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  • Bulls Charging Into New Year, But Concerns Linger
    Bulls Charging Into New Year, But Concerns Linger

    Despite rising geopolitical tensions and recession concerns, investors think the market will rise this quarter, but recognize the bull run won’t last forever

    E*TRADE Financial Corporation today announced results from the most recent wave of StreetWise, the E*TRADE quarterly tracking study of experienced investors. Results indicate increasingly bullish investor views...
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  • Further Gains for Stocks…
    Further Gains for Stocks…

    Despite geopolitical currents, and a weaker than expected jobs-report, indices rise

    The market had a choppy five days, with traders reacting to geopolitical developments and weaker-than-expected jobs data. Even so, the three major U.S. equity indices posted weekly gains and continued their strong start to the new year. During Friday's trading session, the Dow Jones Industrial Average topped 29,000 for the first time.
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  • ACLI President: Elitist Proposal Denies Choices To Bay State Retirement Savers
    ACLI President: Elitist Proposal Denies Choices To Bay State Retirement Savers

    Understanding the fiduciary-only standard

    American Council of Life Insurers (ACLI) President and CEO Susan Neely published the following opinion piece today on ACLI's news and views site, IMPACT, about Massachusetts's proposed fiduciary standard...
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  • Y2K to Now: The Top Trends That Shaped the Past Two Decades
    Y2K to Now: The Top Trends That Shaped the Past Two Decades

    The marketplace's "Top Shopped" retrospective unveils the biggest and most iconic milestones

    The marketplace’s “Top Shopped” retrospective unveils the biggest and most iconic milestones Data defined by eBay search and sales data reveals the trends that shaped consumer spending over the past decade SAN JOSE, Calif., Jan. 1, 2020 /PRNewswire/ — With the end of the decade upon us, eBay took a retrospective look back at the…
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  • The Future Of Insurance…
    The Future Of Insurance…

    A new decade of change and innovation awaits

     by Denise Garth

    Prior to the holidays, we published our newest thought leadership report, Future Trends – Looking Back and Leaping Forward, and hosted a webinar that covered this report as well as early highlights from our upcoming 2020 Strategic Priorities research.
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