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Meeting the Longevity Challenge

chart of the week for February 24, 2014 large thumb

Taking a conservative approach to investing for those approaching or in retirement may seem prudent, but being too conservative risks depleting the portfolio prematurely.

  • Examining the Repositioning in Investment Portfolios

    Last year’s rate rise finally prompted what appears to be the beginning of a massive repositioning in investment portfolios.

  • Looking to Weather Periods of Rising Rates?

    Most investors fear rising interest rates. Which begs the question – are there alternatives to bonds that might offer income and behave better in a rising rate environment?

  • Mutual Fund Flows Reflect Fear of Rising Rates

    Investors have been shifting their portfolio allocations for several reasons recently. One of the main reasons is the expectation and fear that interest rates will rise (and bond prices will fall).

  • A Look at Dividend Yields Around the World

    The yields on international stocks are higher than those available from many government bonds today and offer greater protection in the face of rising rates.

  • Equity Opportunity in Emerging Markets

    Despite the recent emerging market stock rebound, EM equities were still trading at a 36% discount to U.S. stocks, and below their three-year average valuation.

  • Big Importer to Bigger Exporter?

    The United States is fast becoming a major oil producer, with some estimates indicating it could surpass production levels of Saudi Arabia and Russia within the current decade.

  • An Impending Energy Revolution

    The United States is likely on the verge of an energy revolution. What does this mean for your investments?

Older Nov 4, 2013 To Feb 18, 2014