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Investors are concerned that artificial intelligence spending is too high and that the Federal Reserve is behind the curve in fighting inflation. But what does the evidence say?

Markets may face AI skepticism, inflation worries, and geopolitical risks, but the bull market still looks intact amid resilient growth.

Bull markets don’t end because someone says they will. They’ve typically tended to end when fundamentals deteriorated, which we haven’t seen.

AI demand, energy risks, and inflation pressures test market resilience and the Federal Reserve’s outlook on monetary policy.

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.

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.