Economy & Markets
The important economic and stock market news that advisors need to know.
Earnings: Disability insurers feel (a little) breeze
By Allison BellUnum executives get many questions from securities analysts about interest rates; none about distribution.
February 04, 2016
Financial Crisis ‘Cast Long Shadow on Investors’: UBSA survey of wealthy and affluent investors finds nearly 90% have maintained or increased their cash holdings since 2008.
February 04, 2016
Institutional Plan Investments Regain Traction in Q4Institutional investment plans gained a median 2% in the fourth quarter, rebounding from a median 4.6% loss in the third, Northern Trust Universe reported.
February 03, 2016
Target Date Funds Post First Yearly Loss Since 2008: ReportThe average TDF gained 3% in Q4, but it wasn't enough to offset a loss for 2015, according to Callan Associates.
February 03, 2016
Merk Asks: Could Gold Beat Stocks?Porfolio manager Axel Merk suggests that investors look at history, especially periods of low interest rates.
February 03, 2016
Bill Gross on Low Rates: ‘How’s It Workin’ for Ya?’Global markets and individual economies are increasingly addled and distorted as central banks cut rates, sometimes to negative territory, Gross writes.
February 03, 2016
Gross asks world’s central bankers: ‘How’s it workin’ for ya?’Financial manager Bill Gross writes that "global markets and individual economies are increasingly addled and distorted.
February 02, 2016
How to Kill DOL’s Fiduciary Rule: Andy FriedmanCourts don't like to give injunctions, but if opponents to the rule can get one, the rule is dead, the Washington Update analyst says.