MOST VIEWED FUNDS FROM LAST WEEK
Global Asset Allocation Strategies
Learn more
Fixed Income Outlook | Q4 2019
Bond rally reflects economic uncertainty
Global growth has cooled in 2019 as trade conflicts have taken a toll on international manufacturing, investments, and financial markets.
More »Capital Markets Outlook | Equity Outlook
Headlines you need to know this week — January 14, 2020
ESG plays a role in bank lending, study finds A recent study by Fitch Ratings found that a company’s focus on environmental, social, and governance (ESG) issues plays a role in lending among global banks. Fitch polled 182 banking groups in 49 countries. The survey found that nearly half of the lending assets covered by the participating banks had been screened for ESG risks.
The family office of the future The majority of ultra-high-net worth individuals would prefer to work with a multi-family office, compared with a wealth management firm, according to a 2017 study. Creating a single-family office can be expensive and complicated. A recent report looks at the concept of a virtual family office, which takes advantage of outsourcing and advances in technology to deliver customized services.
MSCI introduces bond indexes MSCI, a global index provider, last week announced its first indexes for the fixed-income market. The 15 new corporate bond indexes include: an investment-grade index, two ESG corporate bond indexes, and 12 factor indexes.
ON TWITTER NOW
Advisors: An important resource is updated with the latest changes from the SECURE Act. Share the "2020 tax rates,… https://t.co/xjMxpz1YLT
Passage of the SECURE Act meant some tax rule changes including how the kiddie tax is calculated.… https://t.co/vGvhgamtEe
Parents who are dealing with the "kiddie tax" for tax year 2019 have options, but the SECURE Act changes how the am… https://t.co/znVCavq7tU
Consumers flocked to fast fashion, but each year 85% of textiles wind up in landfills. Which apparel industry leade… https://t.co/DBvIlkEQWx
S&P at 5000? It may be closer than you think. Putnam's Equity Outlook: https://t.co/iP2xWiFURv https://t.co/a2U2swhJ2D
Japan has outperformed most major non-U.S. markets since corporate governance reforms went into effect. Putnam's Eq… https://t.co/dmvrFRu4Jt
Time to discuss New Year's resolutions. Here's a resource for client conversations: Putnam's 2020 tax rates, schedu… https://t.co/bezuozY6hI
That’s a wrap on the Patriots regular season. If you were in the stands for any home game, tag and share your photo… https://t.co/sHQBXJ8lI9
Making a list and checking it twice? Here's a great resource from Putnam: 2019 tax rates, schedules, and contributi… https://t.co/p0V40QAMra
Putnam's Perspective: Economic data and policies will likely dominate the direction and magnitude of bond returns i… https://t.co/9Ua6cL5RUU
Fundvisualizer®
Research funds and ETFs
Explore and compare funds, model portfolios, and discover new investment opportunities.
Webcasts you may have missed
Growth themes for a changing economy