Insights

The ratings cut on U.S. Treasuries presents an uncomfortable reality about the United States’ long-term fiscal stability, but it’s not a doomsday scenario.

What do plan sponsors want from the defined contribution specialists who service their plans? And how does that differ from specialists’ perception...

The forecast for securitized credit has turned notably brighter in recent months, even as the dark cloud of offices continues to cast a long shadow.

Call them hallucinations, fantasies or glitches — fact-challenged answers from ChatGPT and other generative AI tools demonstrate the critical function...

Secondary private equity can potentially enhance the return and risk profile of a traditional 60/40 portfolio.

An effective factor investing strategy should be both contextual and adaptable as markets change over time.

Macro sensitivities and sector biases of traditional value metrics may affect how well they work in different market and economic environments. We take a broad approach, combining fundamental analysis with macro awareness to deliver more consistent through-the-cycle results.

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.

GNMAs can be a compelling way to defend against unexpected market shocks, offering a risk profile similar to Treasuries but with higher yields.

It is critical for plan fiduciaries to understand the differences in target date design in order to select the fund that best matches the needs and characteristics of their plan and its participants.