Leadership Insights

Behavioral finance

With COVID-19 clouding the horizon, your clients may be experiencing a range of intense emotions, leading to irrational investing behavior. That’s not surprising, given that major crises are like petri dishes that culture behavioral finance biases.
Leadership Insights

Extremely low bond yields are pervasive throughout the global economy, as many longstanding investment "truisms" have been falling by the wayside. Read our fixed income insights for talking points to share with clients.
Leadership Insights

In honor of Behavioral Finance Week, I spoke to Omar Aguilar, our CIO of Equities and Multi-Asset Strategies, to discuss behavioral finance concepts and why it's important to understand them in this market environment.

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Behavioral finance

With COVID-19 clouding the horizon, your clients may be experiencing a range of intense emotions, leading to irrational investing behavior. That’s not surprising, given that major crises are like petri dishes that culture behavioral finance biases.
Investment Insights

One potential opportunity is Fundamental Index® strategies, which may help reduce the negative effects of behavioral finance biases that can crop up during a market crisis like COVID-19.
Behavioral finance

Some of your clients may be expecting that 2019’s remarkable equity market results will replicate themselves this year. In behavioral finance terms, this cognitive behavioral finance trap is known as the recency bias.
Investment Insights

Today's environment is provoking some confusion about fixed income. Use this paper as a primer for talking with clients about fixed income opportunities.
Leadership Insights

Extremely low bond yields are pervasive throughout the global economy, as many longstanding investment "truisms" have been falling by the wayside. Read our fixed income insights for talking points to share with clients.
Leadership Insights

In honor of Behavioral Finance Week, I spoke to Omar Aguilar, our CIO of Equities and Multi-Asset Strategies, to discuss behavioral finance concepts and why it's important to understand them in this market environment.
Behavioral finance

With the U.S. bull market charging past one obstacle after another over the past 10 years, your clients may be expressing a desire to invest primarily in domestic equities.
Leadership Insights

Having a forum like this annual meeting to learn about, discuss and debate key issues with the rest of the industry is so important. Here are my observations and thoughts about some of the topics our industry finds most pressing and interesting.