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Investing Viewpoints

Touchstone offers relevant information, active share research and innovative thinking aimed at identifying significant drivers and signals related to particular investment themes, strategies, asset classes and mutual funds for engaged investment insight.
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Asset Allocation charts and light bulb

Did Asset Allocation Just Get More Difficult? (2019)

Asset allocation from a tactical standpoint has become more complex in 2019. Find out where we believe there are still pockets of opportunity.
Economy & Markets, U.S. Equities, International Equities
cars driving active management static

Seeking an Active Investment Manager? Focus on These 5 Factors

Investors don’t have to search long to find articles touting the rapid growth of "passive" index funds over the past couple of decades, usually accompanied by an indictment of active management as a whole. While the rise of indexing is factual, the indictment of active investment management could benefit from context.
Active Management, Portfolio Construction, Economy & Markets
dominos in a row

Small-Cap & Mid-Cap Stocks Require a More Selective Approach

We believe it is important that investors today take a more selective approach to small-cap and mid-cap stocks, often referred to as “SMID-cap” stocks, given elevated levels of low-quality debt.
Economy & Markets, Portfolio Construction, U.S. Equities
history of bull market image

Why Is Market Timing So Hard?

The answer may be found in studying every S&P 500 bull market since 1935.
Economy & Markets
red flags trade usa road sign

Mexico & China: New Front in Tariff War Raises a Red Flag

While we continue to believe that the tariff war will begin to de-escalate later this year, near-term uncertainties are becoming more difficult to estimate.
Economy & Markets, International Equities, U.S. Equities
emerging markets trade talks break down

Emerging Markets: What If Trade Talks Break Down?

We believe there is low probability of a protracted trade war between the U.S. and China but think there will likely be intense downward pressure on equities – more so in emerging countries than in the U.S. – if this occurs.
Economy & Markets
sustainability and impact investing

What Is Sustainability & Impact Investing?

The key to understanding sustainable investing today is to appreciate how it has evolved from its origins.
Environmental, Social & Governance
growth middle class impact emerging markets

How Does Growth in the Middle Class Impact Emerging Markets?

Most developed markets today are hamstrung by weak demographics. 
International Equities
behavioral biases

Behavioral Biases & How to Prevent Emotion From Ruining Your Retirement

Long-term wealth creation can be achieved through disciplined adherence to a well-crafted plan. But in the words of Mike Tyson, "Everybody has a plan until they get punched in the mouth."
Portfolio Construction
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Please consider the investment objectives, risks, charges and expenses of the fund carefully before investing. The prospectus and the summary prospectus contain this and other information about the Fund. To obtain a prospectus or a summary prospectus, contact your financial advisor or download and/or request one on the resources section or call Touchstone at 800-638-8194. Please read the prospectus and/or summary prospectus carefully before investing.

Investment return and principal value of an investment in a Fund will fluctuate so that investor's shares, when redeemed, may be worth more or less than their original cost. All investing involves risk.

Touchstone Funds are distributed by Touchstone Securities, Inc.*
*A registered broker-dealer and member FINRA/SIPC.

Not FDIC Insured | No Bank Guarantee | May Lose Value

All Russell® Indices are trademarks/service marks of the Frank Russell Company. Russell is a trademark of the Frank Russell Company. The Frank Russell Company (FRC) is the source and owner of the data contained or reflected in this material and all trademarks and copyrights related thereto. The material may contain confidential information and unauthorized use, disclosure, copying, dissemination or redistribution is strictly prohibited. This is a Touchstone Investments presentation of the data, and FRC is not responsible for the formatting or configuration of this material or for any inaccuracy in the presentation thereof.

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