Supersecular Disruptor: Climate Change
PIMCO’s Joachim Fels highlights the firm’s 2019 Secular Outlook: the longer-term view on the global economy and markets, and its implications for investors.
Product Launch Trends in Canada
Andres Rincon of TD Securities says disclosure rules in Canada incentivize providers to launch fixed income and active products.
Addressing Volatility by Sticking to the Retirement Plan
How are some wealth managers combining active and passive to meet retirement plan objectives? S&P DJI’s Shaun Wurzbach joins Accelerated Wealth’s Bill Walton and Peak Capital Management’s Geoff Eliason to discuss managing risk and staying the course while planning for retirement.
How Does Indexing Risk Parity Work?
Explore the risk/return characteristics and range of potential applications for the S&P Risk Parity Indices with S&P DJI’s Rupert Watts and MSR Investments’ Mike Rulle.
Managing Downside Risks for Retirement
How are index-based strategies being implemented to mitigate sequence of return risk? S&P DJI’s Shaun Wurzbach joins Accelerated Wealth’s Bill Walton and Peak Capital Management’s Geoff Eliason to discuss the importance of a diversified approach to risk management in retirement strategies.
Diversifying with Quality
What happens to risk/return when S&P Dividend Aristocrats® are combined with S&P 500® Bonds? S&P DJI’s Shaun Wurzbach and Jason Giordano join ProShares’ Simeon Hyman to discuss a quality approach to diversification.
Communicating and Planning for Risk with Indices
How do financial advisors use indices to manage risk proactively and communicate expectations to clients? S&P DJI's Travis Robinson joins HD Wealth Strategies Allison Schmidt and Steven Higgins to discuss how they're using index-based tools and data to manage risk while helping clients plan for retirement.
Charting a Course in Volatile Times
How are financial advisors using indices to plan for and protect against market volatility? S&P DJI's Travis Robinson joins HD Wealth Strategies' Allison Schmidt and Steven Higgins to discuss the potential role of index data when charting a course for volatile times.
Striking Options: December Forecast, Metals, and Equities
Fed speak in the spotlight this week. In this video Jeff Kilburg, CEO of KKM Financial and Bob Iaccino, Chief Market Strategist for Path Trading Partners discuss hawkish vs. dovish Fed and if the central bank is close to reaching its “neutral rate” status.
Refocusing On Retirement Income
A number of advisors are shifting the retirement conversation back to income replacement. S&P DJI’s Jodie Gunzberg sits down with DFA’s Christine Lubieniecki and Gary Allen of Prudent Investor Advisors to discuss what’s driving the shift back to traditional DB conversation and how the S&P STRIDE Indices are being implemented in the field.
Going Beyond Traditional Asset Classes to Uncover Yield
Where are advisors looking for yield in the current environment? Tyler Mord, President and CIO of Forstrong Global Asset Management discusses where bonds fit in the current yield landscape and where some advisors are finding income when building strategies for retirees.
Delivering Income Replacement to Retirement Plan Participants
How are advisors implementing S&P STRIDE to prepare participants for the transition from wealth generation to income generation? S&P DJI’s Travis Robinson sits down with Vestwell’s Aaron Schumm and Prudent Investor Advisors’ Gary Allen to discuss the importance of aligning the source of advice, communication tools, retirement benchmark methodologies and the underlying investment solutions when planning for retirement.