MOST VIEWED FUNDS FROM LAST WEEK
- Small Cap Growth Fund
- Global Technology Fund
- Growth Opportunities Fund
- Ultra Short Duration Income Fund
- Income Fund
- Short Duration Bond Fund
- Sustainable Leaders Fund
Germany and France — in what some have claimed is a breakthrough — have proposed establishing a recovery fund for countries hit hardest by the coronavirus pandemic. European Union leaders plan to meet in July on a €750 billion initiative that would involve the issuance of common debt. It would be a significant step toward closer economic ties.
June 30, 2020
REFINITIV LIPPER FUND AWARDS
Best Fund over 3 years and 5 years
Mixed-Asset Target Allocation Moderate Funds category
Best Fund over 3 years
Core Bonds Funds category
Capital Markets Outlook | Q2 2020
Markets wrestle with policy versus the pandemic
We are looking for progress in public health and credit market indicators as policy responds to the economic shock surrounding the pandemic and efforts to contain it.More »
Equity Outlook | Fixed Income Outlook
Advisor Tech Tips
Four months into the COVID19 pandemic, social distancing and work-from-home have become routine for financial advisors and many of their clients. But it wasn’t always that way.
June 18, 2020
Headlines you need to know this week — July 7, 2020
Small-business loan program extended Congress last week voted to extend the deadline for loan applications for the Paycheck Protection Program until August 8, 2020. The program, created by the CARES Act, provides loans to small businesses impacted by the pandemic. The loans include a provision for forgiveness if certain conditions are met. More than $130 billion is still available.
Pandemic impacts retirement planning The coronavirus pandemic is exacerbating risks faced by the global retirement system, according to a recent study. Retirement systems are already under pressure due to longevity risk and an aging population. The economic downturn from the pandemic is making the situation worse, the study noted. Data indicate that workers will need 67% of current income in retirement and only 25% of those surveyed believe they are on track to meet that goal.
Studies examine impact of ESG on companies Recent studies examined the impact of a company’s attention to environmental, social, and governance (ESG) issues on its workforce and performance. Research found that companies that score high in ESG metrics also have high levels of employee satisfaction and the ability to attract talented workers. A separate study found an increasing interest in ESG issues from shareholders and other stakeholders.
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