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Kathleen Beichert


Kathleen is the Portal Conductor of the Global Investing station.

She is a Senior Vice President and Director of Retirement at OppenheimerFunds, Inc. Kathleen is responsible for product development and management, marketing and sales support for the firm’s $60+ billion retirement business, including DCIO, 403(b) and small business retirement plans, and individual retirement and retirement income products and programs.

She joined OppenheimerFunds in 1995 after four years at Smith Barney, where she developed the firm's retirement plan products, marketing and participant communications programs. Previously she held positions in financial planning at American Express Financial Advisors and in institutional fixed-income sales and trading for an international bank. She has also served as a New York State delegate to the White House Conference on the Aging and is active in several retirement policy forums.

By Kathleen Beichert2/4/2014 • 0 Comments

Are clients concerned about the recent volatility in the emerging markets? Here’s a take from my colleague Justin Leverenz, Director of Emerging Market Equities.

By Kathleen Beichert10/1/2013 • 1 Comments

Brian Levitt, OppenheimerFunds Senior Economist, shared his thoughts on emerging market equities recently. Here's a peek.

By Kathleen Beichert9/18/2013 • 1 Comments

Since May, interest rates around the world have generally risen, led by the U.S. and its Federal Reserve initiating a discussion on tapering its asset purchases. At OppenheimerFunds we continue to believe that the Fed will not actually begin hiking its policy rate until 2015, but the potential for tapering can be viewed as the first step in a process of transitioning monetary policy from easing to tightening.

By Kathleen Beichert7/8/2013 • 0 Comments

Foreign and domestic fixed income markets have reacted strongly to the prospect of U.S. Federal Reserve tapering — prompting Richard Fisher, president of the Dallas Federal Reserve, to liken big money to “feral hogs” in a recent interview.

By Kathleen Beichert6/6/2013 • 0 Comments

As U.S. equity markets continue to surpass nominal highs in 2013, investors may be wondering how international markets — which account for nearly half of global equity market cap these days — are faring.

By Kathleen Beichert5/23/2013 • 0 Comments

Global equities, broadly, are rallying, with year-to-date returns in several markets reaching high single and even double digits. The one glaring exception is the emerging world. Year to date, emerging market indices have underperformed their developed world counterparts. Why?

By Kathleen Beichert5/14/2013 • 0 Comments

A current concern among government leaders, economists and investors alike is inadequate and unbalanced global growth. Investors who look beyond the imperfections in the global economy will notice that macro conditions in important parts of the world have been improving.

By Kathleen Beichert4/25/2013 • 0 Comments

Take a cue from the “smart money” and encourage do-it-yourself participants to be forward-thinking and invest in a more globalized future. And reevaluate: Are the international equity allocations you’re using in your custom target date or target risk models positioned for the past — or the future?

By Kathleen Beichert3/15/2013 • 0 Comments

FundFire, citing 2013 as the year of international equities and shedding of home bias, recently reported that institutional investors are increasingly turning to active global ex-U.S. strategies. There are many facets to the active-versus-passive debate, but many investors believe active management adds alpha — particularly in the less-efficient overseas markets.

By Kathleen Beichert1/31/2013 • 0 Comments

Historically, investors have demanded higher compensation — usually in the form of higher yields — to lend to a high debt, low growth nation than they would a low debt, high growth one. But today’s global bond market reflects quite the opposite.

By Kathleen Beichert10/29/2012 • 0 Comments

It’s been a couple of months since DC plan sponsors received DOL-mandated fee disclosure statements from their service providers, and participants have had a few weeks to review — or ignore — the fee and performance benchmark information shared with them. And while one potential outcome is more attention to fund options, the fact is plan sponsors have already been active, with nearly two-thirds of 401(k) plans changing their investment offerings in 2011, up from just 19% in 2009.

By Kathleen Beichert10/23/2012 • 0 Comments

Why do so many 401(k) plans feature a menu of fixed income options that starts with a stable value fund and ends with a core bond fund? A fixed income portfolio allocated among these two popular fund options guarantees that real returns will be negative for as long as the inflation rate exceeds the high quality bond yields comprising these funds — resulting in a corresponding loss of wealth.