October 24, 2019 - Research Roundup

Posted on October 23, 2019

Featured Research
Lincoln Financial: The Power of Envisioning Retirement
New research from Lincoln Financial seeks to gain insight into how retirement plan participants view their plans and interact with their plan providers. The research also explores how participants make decisions about their plans, what motivates their choices, how planning impacts saving, and the competing priorities that many participants face. Read More
Transamerica: Employers – The Retirement Security Challenge
New research from the Transamerica Center for Retirement Studies explores the vital societal role that employers play in helping workers achieve long -term financial security. It examines employers’ perspectives, business practices, and benefit programs that enable employees to work, save, and transition into retirement. At a time when fewer than one in five workers (18 percent) are very confident they will be able to fully retire with a comfortable lifestyle, and a similar percentage of employers (17 percent) are very confident that their employees will be able to achieve a financially secure retirement, this report highlights opportunities for employers to do even more to help their employees prepare for retirement. Read More
TIAA: 2019 Lifetime Income Survey
New research from TIAA examines the extent to which Americans feel financially confident, as challenge for many regardless of age, and especially when thinking about how to ensure sufficient income to get to—and through—retirement. Competing priorities, economic uncertainty, and a lack of planning contribute to many Americans feeling insecure about their financial situation. The Lifetime Income Study was designed to uncover the factors that contribute to, and detract from, people’s financial confidence, and assess their attitudes toward financial products that can guarantee lifetime income. Read More
PIMCO: Could the Fed Pivot on Balance Sheet
Policy for Mortgage Securities?
PIMCO discusses the potential for the Fed to reinvest mortgage backed securities, which could drive longer term rates lower while giving the Fed more flexibility to cut the policy rate.
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J.P. Morgan: Mid-year Market Outlook 2019 –
Central Banks Stay Easy and in Sync
Commentary from the J.P. Morgan Research team explores how investors should be positioned for the second half of 2019 as central bank easing becomes more synchronized. Read More