Investment Insights

Highlights from the week of November 10 – November 16, 2023

We believe bonds will help diversify stock allocations as we return to a more normal rate and inflation environment.

Read “How Digital Twins Are Reshaping Industries” to learn how companies are optimizing their virtual replicas with advancements in AI and data science.

Bond investing isn’t baseball—a swing and miss can lose money. It’s the difference between consistently good, not occasionally great, performance.

Read “Cybersecurity Is a Growing Focus for the SEC and Military” to learn about new fronts in the battle against cybercrime—and how AI could play a role.

Is now the time to reduce the cash allocation in your portfolio? History shows that the best entry points for bonds are often before the Fed starts cutting rates.

Generative AI needs the kind of data and processing power that only cloud computing can provide — and this creates attractive investment opportunities.

Plan sponsors often find the target date fund (TDF) selection process understandably daunting. Evaluating TDFs is a multi-faceted process that requires a deep dive into the four components of TDF design — glide path design, asset allocation, selecting underlying managers, and portfolio construction.

It is critical for plan fiduciaries to understand the differences in target date design in order to select the fund that best matches the needs and characteristics of their plan and its participants.

Big data — no longer the exclusive domain of Silicon Valley — is reshaping traditional industries and creating opportunities for investors, even in surprising places like manufacturing and agriculture.