Multi Asset

Passive investing has become popular with defined contribution plans due to its low costs and ease of use.

Banks and borrowers must now deal with tighter credit conditions, bringing a quicker end to rate hikes but also more economic risks.

As people approach retirement, their investment priorities change. They become less concerned with growth and more concerned with preservation of capital and generating income. And they are looking to their employers for investment solutions that can help. The retirement tier describes the investment products and solutions available within defined contribution (DC) plans that address the unique needs of participants who are entering the decumulation phase of retirement.

Target date funds should be designed not just to maximize wealth accumulation during a participant’s career; they should also protect that wealth as the participant approaches and enters retirement. Here are three reasons why the glide path design of target date funds matters.

Weak global growth for the year ahead appears almost certain. The outlook for capital markets is anything but.

Looking ahead at the next decade of risks and returns in the markets

For all the gloomy talk about the economy in 2023, stabilizing interest rates could be a bright spot for investors. But with imbalances lurking in the shadows, 2023 could be the year for higher-quality bonds, select large- and small-cap stocks, and private-market investments.

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.

US markets have not taken kindly to the Fed’s renewed course of monetary tightening, but the effects of the Fed’s actions are stretching far beyond US shores.

Collective investment trusts (CITs) offer many benefits to defined contribution plan sponsors — and, ultimately, to plan participants — but misconceptions about them persist.