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Selected Research for Defined Contribution

Market Perspective

Global Economic Challenges Reawaken Market Volatility

In the two weeks since China devalued its currency, asset prices globally have undergone sharp declines—in stocks, bonds, commodities and many currencies, especially among emerging markets. The sell-off in global markets accelerated last Friday and continued Monday, with global and regional indexes nearing or entering their first correction (a drop of 10% from the most recent peak) in several years.

August 25, 2015

Market Perspective


Third Quarter 2014

The combination of low real rates, higher equity valuations, overinvestment in commodities, high profitability, lower capitalization rates in real estate and tighter credit spreads argues for just a moderate overweight to equities for now.

July 30, 2014

Fixed Income/Bonds

Monetary Policy in Flux

Evolving economic challenges are transforming central banking around the world. The new monetary policy doctrine is likely to put greater emphasis on asset-price developments. But, without a true monetary anchor, central banks could still risk a repeat of the recent boom/bust cycle.

January 6, 2014

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Selected Research for Defined Contribution US

Asset Allocation/Multi-Asset

Designing the Future of Target-Date Funds

A New Blueprint for Improving Retirement Outcomes

Head of Glide Path Strategies (US)—Multi-Asset Solutions
Chief Investment Officer and Co-Head—Multi-Asset Solutions
Senior Research Analyst—Defined Contribution

Target-date funds are becoming the most critical pool of assets for meeting the retirement needs of America’s workers.

June 15, 2015

Retirement Planning

Time for Fiduciaries to Revisit the Target-Date Fund Decision

Given advances in target-date fund design in recent years and new tips provided by the Department of Labor, we think DC plans should be taking a fresh look at their target-date decisions—and documenting the process. From a fiduciary perspective, it’s the prudent thing to do.

August 13, 2014

Defined Contribution

Multiple Employer Plans: Safety in Numbers?

Smaller plans face a host of fee difficulties simply because of the size of their plans. This has led to a growing interest in multiple employer plans as a potential cost-effective solution.

June 23, 2014

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Defined Contribution Perspectives

Have Target-Date Funds Failed? Are Income Guarantees the Answer?

Market turmoil led to disappointing target-date fund returns in 2008, triggering scrutiny of their design and management.

November 29, 2015