Center for Investment Excellence Podcast Archive
Listen to previous series on a variety of investment topics, asset classes and current themes
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Why is U.S investment grade struggling in 2018?
Fixed income has struggled thus far in 2018, with the Bloomberg Barclays U.S. aggregate down 1.6% year-to-date. But in this period of rising interest rates, not all fixed income is responding uniformly.
Case Study: Tactical Investing
A public fund seeks a tactical asset allocation strategy.
What’s the playbook for the second half?
The U.S. economy is growing at an above-trend pace, and the rest of the world seems to be finding its footing.
What is the latest in the China U.S. trade dispute?
We have now seen actions, rather than just rhetoric, on U.S. China trade in a broad sense. While it will take markets some time to fully and appropriately price in the impact, it was encouraging to see markets not react too poorly to the first round of ta
Will a stronger dollar make a difference?
Top questions on the minds of investors. See what your peers are asking and read answers from our team of Global Market Strategists.
Part 3: Streamlining investment decision-making
Understand how participants view features such as re-enrollment and target date funds to gain perspective on their potential.
What matters more, politics or fundamentals?
Each quarter, in the midst of earnings season, we write a market bulletin focused on U.S. corporate profitability.
Will earnings show signs of trade tension?
The 2Q18 earnings season has begun, with the major banks kicking things off at the end of last week. We expect many of the themes that dominated earnings announcements in the first quarter to continue in the second
Taft-Hartley defined contribution plans: The pros and cons of trustee- vs. participant-directed investment
Should trustees of Taft-Hartley plans manage the plan investments themselves or permit participants to direct the investment of their individual accounts?