In observance of the Independence Day federal holiday, the New York Stock Exchange and Capital Group’s U.S. offices will close early on Wednesday, July 3 and will be closed on Thursday, July 4. On July 3, the New York Stock Exchange (NYSE) will close at 1 p.m. (ET) and our service centers will close at 2 p.m. (ET)
As the landscape of retirement investing continues to evolve, the need for more comprehensive and dynamic risk evaluation in target date glide path analysis has become increasingly apparent. Traditional glide path evaluators often focus on assessing risk through the lens of total equity and bond allocations. While this approach provides useful insights into a portfolio’s broad asset allocation, it can often miss the nuances associated with the different types of equities and bonds. Capital Group equity and multi-asset investment director Jeb Bent explores how factor analysis helps inform the evaluation of our Target Date Retirement Strategy and its glide path — and how it can offer a more granular view of risk.
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