Deciding how much money to withdraw from savings to provide an income in retirement is a highly complex and challenging concept. This is true even for experienced professionals who work with uncertainty around investment strategies and longevity for their day job. How long do I expect to live? How well do I expect my assets to perform? How much do I expect that I need to spend?
Investors on the lookout for ways to invest more responsibly may have overlooked the ESG characteristics inherent in many municipal bonds.
Global Investor Study
Investors globally are exceedingly optimistic in their expectations for returns for the coming years, according to Schroders Global Investor Study 2019.
60 second video: James Sym expects the value style to start outperforming growth later this year, and there is one unloved sector in particular he singles out.
Value stocks are currently the most out of favour in the history of financial records. Is now the time for value to make its comeback?