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Finding Opportunities in the ESG Space
Invesco Unit Trusts uses two common ESG approaches in its new portfolio In the past, investing according to your values, or anything other than financial fundamentals, was seen as a potential detriment to performance. Over time, however, investors have learned that non-financial metrics can help them better understand the risks a company faces, and may even impact that company’s stock
5 Agents of Change Investors Need to Know About Now
The world is running out of gold mines, here's how investors can play it The world is changing fast right now in ways that many investors might not easily recognize or want to admit. This could end up being a costly mistake. If you’re not paying attention, you could be letting opportunities pass you by without even realizing it. With
Navigating U.S. Wealth Management: Five Key Themes for Financial Advisors and Individual Investors
SUMMARY Unprecedented changes are reshaping the financial advice industry and affecting portfolio construction for individual investors. We have observed five key themes based on our discussions with financial intermediaries, advisors and individual investors across the U.S. over the past several months. At PIMCO, we are dedicated to delivering best-in-class investment solutions that can help financial advisors and investors benefit from
Grow Your Practice Through Charitable Giving Conversations
Discussing charitable giving with clients can deepen your client relationships and help you grow your practice. A 2016 survey by U.S. Trust found that nearly all high-net-worth donors (94%) are curious to know more about charitable giving. This signals an opportunity for advisors to become a vital resource for clients with an offering that differentiates their practice and encourages organic
A Case for Multi-Asset Investing: The Low-Return Imperative
  There’s one primary reason we believe it’s more important than ever before for investors to consider a multi-asset approach to investing. We call this reason the low-return imperative—the idea that because future market returns are likely to be lower than the required rate of return, it’s imperative for investors to seek additional sources of return to improve the odds of
Risk Tolerance and Behavioral Finance
Wealth Management
We have seen a powerful recovery in asset prices in the wake of the global financial crisis (GFC). We cannot forget, however, that more than $15 trillion in asset values evaporated in 2008–2009, wiping out gains earned in the bull markets of the 1990s and early 2000s. During the GFC, clients were horrified and did not know what to do.
Advisors Leveraging New Programs to Launch ETFs
Wealth Management
There has been a meteoric rise in the popularity of ETFs in recent years. From an investor’s viewpoint, an exchange-traded fund offers several advantages over traditional open-end mutual funds, with the primary benefit being the ability to buy and sell during the trading day and not being limited to end of day pricing. ETFs also have a reputation for low
Positive Developments for Hedge Funds
Wealth Management
Sentiment toward hedge funds has been negative in recent years, in large part because industry returns were poor in 2015 and the first half of 2016. Also, CalPERS and other institutions left the asset class, amid a wider debate about active management in general, and hedge funds’ fees, in particular. While some of the criticism was justified, we think it’s
How to Prepare Your Bonds for an Equity Correction
Wealth Management
Preparing for a stock market correction? We’ve got another thing to add to your to-do list: take a look at your fixed-income holdings, too. Nobody knows for sure if an equity correction is imminent. But it has been nearly a decade since US stocks last posted negative returns. Since nothing goes up forever, and since corrections are historically common in
Retirement Savings: Why Hedging Inflation Is Important
Wealth Management
Inflation has been calm for so long that many retirement investors have overlooked its potentially corrosive effects. But for defined contribution (DC) plan portfolios designed to last decades, we believe inflation remains one of the greatest potential risks, making inflation-hedging assets critical. In fact, the vast majority of respondents to the 2017 PIMCO DC Consulting Support and Trends Survey supported