Research
Ash Williams: Passive Investing’s Use Is an ‘Illusion’ That’s Now Dispelled
It’s a creature of another time, and active management is needed for today’s challenges, the investment legend argues.
Tag: Jared Gross
Asset Allocation
Allocators Rebalance Too Often, JPM Says
Instead of rebalancing quarterly or monthly, do it annually, and more strategically, the firm advises.
Risk
Once a Liability, Corporate Pension Plans Start Turning a Surplus for Many Companies
But that doesn’t mean corporations will reopen closed plans.
Newsmakers
Corporate Pension Risk Minimization Is Going to Become Increasingly Inefficient, Says JPM Strategist
Corporate pensions are now nearly 100% funded, meaning that their strategies may need to change.
Asset Allocation
JPM: De-Risking Plans Suffer if They Don’t Broaden Out to Alts
The old LDI method of sliding into bonds from stocks is past its prime, a study from the firm says.