Jon Stein
Posted on: June 1, 2020 Posted by: Sahan Comments: 0

Jon Stein: Thoughts on the Volatile Market

I started today like I imagine a lot of people around the world might have: Wondering about the latest news. Helping my wife come up with new ideas to entertain our two young daughters. Thinking about how fortunate we are to be together and healthy, and about those most vulnerable during these uncertain times. Connecting with coworkers remotely (and missing our in-person interactions). I’ve also been thinking about my family’s…

5 things to know about Chinese and emerging market stocks
Posted on: May 29, 2020 Posted by: Sahan Comments: 0

5 things to know about Chinese and emerging market stocks

As the world remains in the grip of the coronavirus, we’ve received many questions about the outlook for Chinese and emerging market (EM) stocks—as China was ground zero for the pandemic. First and foremost, we’re asked what the challenges and opportunities are for that country and region? Meanwhile, US and developed market (DM) stocks have delivered outperformance for the past decade or more. Will they continue to do so? In…

Bar chart showing how SRI our portfolio has been over time
Posted on: May 26, 2020 Posted by: Sahan Comments: 0

Our SRI Portfolio Just Got Even Better

We continually monitor developments in the markets in order to improve our products for our customers. Because of our commitment to continuous improvement, we’ve recently updated our portfolio to be an even better option for customers interested in socially responsible investing. Try our improved SRI portfolio Sign up Our Socially Responsible Investing (SRI) portfolio strategy combines our robust portfolio allocation and low-cost funds—with an added socially responsible focus. We do…

SteelPath May MLP update and news
Posted on: May 23, 2020 Posted by: Sahan Comments: 0

SteelPath May MLP update and news

April MLP performance appeared to reflect improving sentiment as COVID-19 containment efforts are set to ease in many locations. Furthermore, midstream investor anxieties may have been calmed by efforts to improve free cash flow generation through capital spending cuts and, for some, reductions to distribution payouts. MLP Market Overview Midstream MLPs, as measured by the Alerian MLP Index (AMZ), ended April up 48.0% on a price basis and up 49.5%…

What it Means to Be a 401(k) Plan Fiduciary and How You Can Mitigate Your Risk
Posted on: May 20, 2020 Posted by: Sahan Comments: 0

What it Means to Be a 401(k) Plan Fiduciary and How You Can Mitigate Your Risk

You probably know that to compete in attracting new talent and retaining your best employees, a 401(k) plan has become a “must-have” benefit. Sponsoring a 401(k) plan, however, comes with both administrative and investment responsibilities. If not managed properly, these duties can be a distraction that not only takes precious time away from building your business, but can also create legal risks for you and your company. If you are…

Residential REITs: A potential bright spot in challenging times
Posted on: May 17, 2020 Posted by: Sahan Comments: 0

Residential REITs: A potential bright spot in challenging times

The coronavirus outbreak and OPEC price war has punished risk asset prices, and real estate investment trusts (REITs) are no exception.  Looking ahead, when markets stabilize, we believe new and persistent economic dislocations, new patterns of consumer/enterprise behavior and modified social distancing will impact property types differently. One potential bright spot is residential REITs, which could benefit from structural undersupply, affordability and the new work-from-home economy. Potential tailwinds for residential…

Chart showing outbreaks and market reaction over time
Posted on: May 14, 2020 Posted by: Sahan Comments: 0

Should Investors Be Worried About Coronavirus?

Recently, we’ve seen increased volatility in the stock market—which basically means ups and downs in stock prices. This volatility has been primarily attributed to concerns about the impact of novel coronavirus (COVID-19) on global economies. While COVID-19 is likely driving some market movement, there are other things going on around the world too—such as economic slowdowns in some international economies and the U.S. presidential primaries. These events each have the…

Residential REITs: A potential bright spot in challenging times
Posted on: May 11, 2020 Posted by: Sahan Comments: 0

Residential REITs: A potential bright spot in challenging times

The coronavirus outbreak and OPEC price war has punished risk asset prices, and real estate investment trusts (REITs) are no exception.  Looking ahead, when markets stabilize, we believe new and persistent economic dislocations, new patterns of consumer/enterprise behavior and modified social distancing will impact property types differently. One potential bright spot is residential REITs, which could benefit from structural undersupply, affordability and the new work-from-home economy. Potential tailwinds for residential…

What is a 401(k)?
Posted on: May 8, 2020 Posted by: Sahan Comments: 0

What is a 401(k)?

Since the 1980s, the 401(k) has rapidly become the retirement plan of choice for companies across the United States. In fact, today’s 401(k)s hold more than $5.9 trillion in assets and more than 100 million people have contributed. But what exactly is a 401(k)—and would your company benefit from offering one? Let’s start with the basics. How Does a 401(k) Work? Contributions A 401(k) plan is an employer-sponsored retirement savings…

Why there’s little point in asking whether the stock market will retest lows
Posted on: May 5, 2020 Posted by: Sahan Comments: 0

Why there’s little point in asking whether the stock market will retest lows

To retest or not to retest — that is the question. Indeed, if Hamlet were around today, he may be wondering whether the broad US equity market, after posting the second-best 25-day rally on record (trailing only 2009’s), will retest the initial market low hit on March 23 of this year.1 For many investment professionals, a retest of the market bottom is a foregone conclusion. In fact, a poll of…