Investments

  • What’s Next For Tech?
    What’s Next For Tech?

    Recovery is likely but tech may no longer lead the market

    For much of the past decade, stocks of technology-related companies drove the overall markets skyward. That long bull run ended painfully this year with a selloff that’s hit most stocks. But the tech sector has been among the worst performers.
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  • China’s Latest Connect Scheme Widens Exchange-Traded Funds’ Growth Potential
    China’s Latest Connect Scheme Widens Exchange-Traded Funds’ Growth Potential

    Fund managers will need to invest more in research and education to reap the benefits of the cross-border initiative

    The launch of the long-awaited Exchange-Traded Fund (ETF) Connect scheme between mainland China and Hong Kong this year further adds to the variety of cross-border schemes available to investors in the two markets and is expected to boost the trading volume of mainland ETFs.
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  • Investor Decisions: In A Multi-Source World, Do-it-Yourselfers Still Look To Financial Professionals
    Investor Decisions: In A Multi-Source World, Do-it-Yourselfers Still Look To Financial Professionals

    Millennials turn to employer programs; family first for Gen Z

    Most Americans say they are do-it-yourself investors, but 60% of DIYers also use financial professionals, according to a new research report by Hearts & Wallets, the independent research and benchmarking firm that specializes in saving, investing and financial advice.
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  • Illiquid Alternatives Attract Attention From Defined Contribution Plan Providers
    Illiquid Alternatives Attract Attention From Defined Contribution Plan Providers

    Allocations to illiquid alternatives can generate additional diversification and illiquidity premiums for investors in the accumulation phase

    While allocations to alternative investments have long been a staple of endowment and pension portfolios, they have yet to penetrate the defined contribution (DC) market. However, the return profiles and unique diversification of illiquid alternatives may offer an attractive investment opportunity for DC plan participants, according to the latest Cerulli Edge—U.S. Retirement Edition.
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  • Investors Are Continuing To Adopt Factors To Navigate The Inflationary Environment; Increased Demand For Fixed Income Factors
    Investors Are Continuing To Adopt Factors To Navigate The Inflationary Environment; Increased Demand For Fixed Income Factors

    Over 50% of respondents believe the current market environment makes factor investing in fixed income more attractive

    Invesco Ltd., a leading global asset management firm, today released the findings of its seventh annual Invesco Global Factor Investing Study. The Study is based on interviews with 151 institutional and retail factor practitioners managing over $25.4 trillion in assets combined.
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  • Interest In Sovereign Debt Funds Resurfaces In Europe Amid Flight To Safety
    Interest In Sovereign Debt Funds Resurfaces In Europe Amid Flight To Safety

    Managers fine-tune their product shelves and await the sector’s return to favor

    There is growing optimism among asset managers and investors around Europe that bond yields on government debt will once again start to look relatively attractive, according to the latest issue of The Cerulli Edge—European Monthly Product Trends.
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  • We Need A New Form Of Money
    We Need A New Form Of Money

    New arguments for ’tokenization’ in transfer of value

    "In the new architecture of Web 3.0, asset transfers are not only done traditionally, therefore we need a new form of money that transacts on a distributed ledger.
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  • ETF Investing No Matter The Weather
    ETF Investing No Matter The Weather

    Despite a perfect storm of market disruptions, investors continue to favor ETFs

    ETF investors have faced a turbulent environment marked by high inflation, rising interest rates and market volatility, yet they have continued investing in ETFs and foresee the product making up a larger share of their portfolios in the future.
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  • The Mind And The Market
    The Mind And The Market

    Majority of investors view their individual financial future positively, despite pessimistic outlooks for U.S. and global economies

    Orion Advisor Solutions’ inaugural Mind and the Market Investor Sentiment Survey reveals that 66% of investors have a positive frame of mind about their financial future, with four in 10 survey respondents characterizing their mood as confident.
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  • Customers Consider Insurers As Preferred Providers For Physical And Financial Wellness Advice
    Customers Consider Insurers As Preferred Providers For Physical And Financial Wellness Advice

    Over two thirds of customers are interested in physical and financial wellness, yet only 8% of insurers have established the necessary capabilities

    Capgemini and Qorus’ inaugural World Life and Health Insurance Report, published today, reveals that customers consider insurers among the top two preferred providers for physical and financial wellness advice.
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  • Retirement Plan Digital Experience Suffers As More Americans Struggle Financially
    Retirement Plan Digital Experience Suffers As More Americans Struggle Financially

    Bank of America and Charles Schwab rank highest in a tie in digital participant satisfaction

    While economists are still divided on whether the United States is in a recession, retirement investors have a clearer sentiment: their financial health is deteriorating, they are concerned about their investments and, when they turn to their plan’s websites and apps for help they are not finding what they need.
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  • Structured Settlements Claims Professionals Look To Insurance Companies And Brokers For Education And Training
    Structured Settlements Claims Professionals Look To Insurance Companies And Brokers For Education And Training

    MetLife’s 2022 Structured Settlements Poll finds opportunities for broker outreach and support

    Nearly nine in 10 claims professionals (88%) are familiar with the benefits of structured settlements for personal physical injury clients and 84% view them as a prudent recommendation, especially when a minor is involved, according to MetLife’s 2022 Structured Settlements Poll.
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  • Latest IBD/TIPP Poll Shows Economic Optimism Index Rose 17.3% In September
    Latest IBD/TIPP Poll Shows Economic Optimism Index Rose 17.3% In September

    Presidential Leadership Index and National Outlook Index also made significant gains as Financial-Related Stress hit its lowest level in six months

    The IBD/TIPP Economic Optimism Index, a leading national poll on consumer confidence, rose from 38.1 in August to 44.7 in September– a 17.3% jump.
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