Three Strikes and You’re Out: Investors at Bat Against Volatility

The 2018 Global Survey of Financial Professionals revealed advisors are confident about their own ability to handle market factors for themselves and for their clients, but are concerned about investors making three key mistakes.

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The State of Global Retirement Security

Our market strategists share insight into the state of retirement security today based on the results of the 2018 Global Retirement Index.

  • October 15, 2018
Managed Futures Strategies Re-Position for Trends Outside of Equities

A sign that markets may be ready for change.

  • September 13, 2018
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2018 Global Retirement Index

The 2018 Global Retirement Index (GRI) reveals how retirement security has been threatened in the ten years since the financial crisis—and identifies the top countries for retirement security around the world.

  • September 6, 2018
Top Concerns for Professional Fund Buyers in 2018

With the return of market volatility, professional fund buyers reveal their top concerns–and how they plan to meet their goals despite them.

  • June 15, 2018
Financial Professional Survey: Advice from Both Sides of the Brain

How financial professionals plan to navigate market volatility in 2018 by giving advice from both sides of the brain.

  • May 25, 2018
Triple Threat: First Quarter Risks for Institutional Investors

Despite facing a triple threat, institutional investors weren’t surprised by geopolitical, interest rate, and volatility risks.

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Institutional Investor Survey: Preparing for a Market Shift

Three ways institutional investors are preparing for a market shift – and how they plan to balance risk management with investment return.

  • February 22, 2018
Risk on the Horizon: Institutional Investor Outlook for 2018

After a decade of low interest rates, low volatility, and high investment returns, are professional investors prepared for what’s ahead in 2018?

  • December 5, 2017
Breaking the Myths on Millennial Investment Views

Why assumptions about the next generation of investors and their views on investments may be all wrong.

  • November 16, 2017
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The Risk Management Challenge: Investors in Search of Clarity

Financial professionals play a key role in helping investors manage risk and reach financial goals in all market conditions.

  • October 13, 2017
Winning Trust: Individual Investor Survey

Investors report feeling financially secure, but results reveal they’re seeking financial professionals they can trust.

  • September 26, 2017
Global Insight Into the Economics of Retirement Security

How demographics, low interest rates, and growing pension deficits are challenging retiree security across the globe.

  • July 19, 2017
2017 Trends: Global Retirement Index Results

An in-depth assessment of trends impacting investment strategy and retirement security in the developed world.

  • July 19, 2017
Environmental, Social and Governance Issues: Sentiment Across Surveys

Individuals want investments that reflect their personal values, but professional investors are skeptical about performance.

  • June 13, 2017
Preparing for the Inevitable: Individual Investor Survey

How investors are addressing the certainties of death, taxes and the inevitability of retirement funding.

  • June 6, 2017
Riding the Aftershock: Wholesale Portfolio Manager Survey

How wholesale portfolio managers are finding opportunity amidst geopolitical instability, market volatility, and low interest rates.

  • May 4, 2017
Institutions Are Doubling Down on Risk in Search of Returns

Learn about the solutions institutional investors are implementing as they deal with risk and a low yield environment.

  • May 3, 2017
Facing Volatility and Embracing Risk: Institutional Investor Survey

Institutional investors see geopolitical upheaval continuing through 2017 and are adjusting allocations as a result.

  • March 14, 2017
Defined Contribution Survey – Attitudes, Actions, Assessments

As investors save for retirement, why financial professionals, employers, and policy makers should stand ready to help.

  • November 21, 2016