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Do Your Target-Date Funds Measure Up to Rising Rates?
by Jennifer DeLong, Daniel Loewy, Christopher Nikolich of AllianceBernstein, 3/22/18

Rising US interest rates could pose a challenge for target-date funds (TDFs) that concentrate on “core” US fixed-income exposure. Diversifying across a broad range of bond markets and strategies can create a cushion in a rising-rate environment.

Reflation Brewing: Is Your Retirement Portfolio Ready?
by Daniel Loewy, Christopher Nikolich of AllianceBernstein, 2/27/17

For decades, there were two things that workers saving for retirement could count on: falling interest rates and low inflation. Change may be afoot. We think target-date funds should take notice.

Happily Ever After: Lifetime Income in DC Plans Shouldn’t Be a Fairy Tale
by Daniel Loewy, Christopher Nikolich of AllianceBernstein, 10/9/15
One of the big risks in retirement saving and spending is a problem most people would like to have: a long life. But funding an extended “happily ever after” isn’t easy.

Gliding Along Better with Bond Diversifiers
by Daniel Loewy, Christopher Nikolich of AllianceBernstein, 9/25/15
Will the Fed start raising interest rates in October, December or next year? It should make no difference to building a successful target-date glide path for the next decade and beyond.

Get Real! Offsetting Inflation Risks in Your Glide Path
by Daniel Loewy, Christopher Nikolich of AllianceBernstein, 8/25/15
We’ve had a remarkable 30-year run of declining interest rates and modest inflation. As a result, few target-date glide paths were constructed with any inflation protection. We think it’s time to act.

Diversify and Conquer: Enhancing Equities in Your Glide Path
by Daniel Loewy, Christopher Nikolich of AllianceBernstein, 7/29/15
Equities take a lead role in any target-date glide path because they’re the most reliable engine for investment growth. But even that engine could use some help in the future.

Tempering Turbulence Along the Glide Path
by Daniel Loewy, Christopher Nikolich of AllianceBernstein, 7/15/15
Target-date glide paths essentially operate on autopilot. But with greater volatility always popping up on the radar screen, even the best of glide paths can benefit from some tactical maneuvering.

Gaining Greater Lift in Your Glide Path
by Daniel Loewy, Christopher Nikolich of AllianceBernstein, 6/25/15
Target-date funds have always promoted the mantra of diversification (“don’t put all your eggs in one basket”). Now it’s time to preach—and practice—an even wider diversification strategy.
8 results found.