Our long-term return expectations for capital markets serve as key inputs into our strategic asset allocation process for multi-asset portfolios and provide context for shorter-term forecasting.
The lower outlook by Moody’s, just months after Fitch's downgrade, reflects the rating agency’s concerns over the United States' long-term fiscal stability, but the impact on bonds should be near zero.
American workers are suffering from a decline in confidence that they will be sufficiently prepared for retirement — and they’re looking to their employers for help.
Plan sponsors often find the target date fund (TDF) selection process understandably daunting. Evaluating TDFs is a multi-faceted process that requires a deep dive into the four components of TDF design — glide path design, asset allocation, selecting underlying managers, and portfolio construction.
An unexpected shock in the banking sector has stress-tested the economy and policymakers. Both initially passed. But the impact on lending and credit conditions remains unclear and increases the likelihood of a mistake by the Fed going forward.
Private equity has become an increasingly viable option for many individual investors seeking to diversify their portfolios and mitigate volatility. In this video, you'll learn more about why your clients should consider this asset class.