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Oil and rates may challenge markets, but the success of Meta’s personal AI agent suggests the structural AI growth story may remain on track.

Strong economic and corporate fundamentals have helped the stock market withstand higher rates, oil prices, and geopolitical risks.

Policy uncertainty may trigger market drawdowns, but resilient fundamentals continue to support our view that the structural bull market remains intact.

Oil, rates, debt, and the Federal Reserve have been dominating headlines. But earnings and AI spending may matter more to markets.

Summer 2026 DC Pulse Survey: insights on participant views of AI and private markets, including risk, fees, education gaps, and data privacy concerns.

Our latest Defined Contribution Participant Pulse Survey gathered insights from more than 500 large-plan participants, focusing on two emerging areas: interest in private market investments and perspectives on using artificial intelligence for investing and financial decision-making.

We explored how participants think and feel about various aspects of their DC plans, including what keeps them up at night, drivers of investing and savings behavior, language preferences, and retirement income.

Summer 2026 DC Pulse Survey: insights on participant views of AI and private markets, including risk, fees, education gaps, and data privacy concerns.

Explore ERISA fiduciary responsibilities in an AI-driven world, with best practices for oversight, risk management, and responsible use of emerging technologies.

Large-cap value investing for DC plans: diversify beyond mega caps with attractive valuations, inflation resilience, and long-term retirement outcomes.

DOL proposes asset-neutral rule clarifying ERISA fiduciary prudence for 401(k) alternatives, offering a process-based safe harbor to reduce litigation risk.