Paul Ehrlichman, a managing director, head of global value and portfolio manager at ClearBridge Investments, discusses equity valuations around the world, how he and his team find investment opportunities, bond zombies and why he thinks value investors are better suited for today's environment.
Dan O’Toole, senior managing director and head of institutional investment solutions at TIAA, and Tim Walsh, senior managing director of institutional product at TIAA, discuss how the industry is working to meet retirement income challenges.
Jeffrey Knight, global head of investment solutions and head of global asset allocation at Columbia Threadneedle Investments, discusses the implications of low volatility, the interplay between volatility and valuations, and what catalysts might cause the volatility trend to reverse.
Olivia Engel, a managing director and deputy chief investment officer for active quantitative equities at State Street Global Advisors, talks about objective-based investing and how quantitative strategies can help clients achieve their investment goals.
Our experts discuss the liberating “aha” insight that results when plan sponsors quit searching for the one silver bullet and put a simple framework around offering more options and tools to participants approaching retirement.
The first thing many investors think about when considering environmental, social and governance investing is screening out specific stocks from a portfolio. Indeed, as ESG investing becomes more popular, it’s most often discussed in context of equities. That, however, is only half the story.
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