Markets and Economy Discipline matters when markets are uncertain
Periods of uncertainty, like the current Middle East conflict, have the potential to produce sharp rebounds that investors may not want to miss.
April 1, 2026
2026 Investment Outlook: Resilience and Rebalancing
We believe global equities may continue to rise in the new year, and we expect new opportunities to be unlocked as market leadership evolves.
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Defined benefit plans
Institutional-caliber expertise to help empower defined benefit plan decision-makers.
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Defined contribution plans
Investment expertise, innovative thinking, and tools to help DC plan decision-makers act with conviction.
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Institutional investment solutions designed around the unique needs of our clients.
Latest insights
Markets and Economy Economic and market signals stay steady despite oil shocks
Our preferred economic and market indicators have become more challenged, but they aren’t flashing clear warning signs yet.
March 16, 2026
Markets and Economy Keeping long-term perspective as the Iran conflict continues
It’s unknown how long the conflict will last, but oil and other commodity exposure may help hedge the risk of a prolonged Strait of Hormuz closure.
March 9, 2026
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