The Global Investment Committee's refreshed Stock-Bond Indicator uses a more adaptive, data-driven approach to help investors navigate changing market conditions. https://t.co/Xj0xCsGZRL
Cash balance plans have quietly become one of the fastest-growing segments of the retirement landscape, offering businesses a flexible way to enhance retirement savings and tax efficiency. https://t.co/d6PU0ks5Pv
With returns increasingly an earnings story, prospects remain positive for US equities. Find out more in our Midyear Outlook edition of On the Markets. https://t.co/bHdhAFK7PA
Amid equity euphoria, are investors shrugging off the macro picture? Higher rates and the flattening yield curve in the bond market are pointing to new risks. https://t.co/zTrODvLsRP
A closer look at the shifting outlook for direct lending, including the impact of lower rates, liquidity dynamics, valuation pressures, and evolving credit quality on investor returns. https://t.co/6HnNYBG1td
Employee ownership is emerging as a powerful succession strategy, helping founders preserve legacy while driving long-term performance and broader wealth creation. https://t.co/3ONelOM2iu
Security concerns are reshaping supply chains—and markets. What could it mean for your portfolio? Our top thinkers share insight. https://t.co/ll4hotU8Mg
While US equities have surged, bonds have sold off. Why are the two markets so at odds? They may reflect different views on the source of inflation and how long higher rates will last. https://t.co/GSX1F9GkuF
Wealth Management Chief Investment Officer Lisa Shalett recently shared her monthly update, discussing some of the key topics in markets, plus potential risks and opportunities for investors. Learn more here: https://t.co/nzqx4SXoCX
Corporate earnings surprises have boosted earnings forecasts as well as stock prices. But earnings power may be more fragile than it appears. https://t.co/SFV0LaPhWp
Rising resource nationalism and supply chain vulnerabilities are reshaping global power, investment priorities, and the future of economic resilience. https://t.co/gevrN0jVLQ
Evolving regulation is opening the door to alternative investments in DC plans, enhancing diversification and retirement outcomes. https://t.co/oirAJrlXpl
Following a record stock market rally in April, consider additional sources of portfolio diversification like health care, gold and various scarce resources. Find out more in On the Markets. https://t.co/cbzv10BEO3
As the US stock market has risen to new highs, many investors have dismissed several economic factors as transitory, including higher oil prices, without acknowledging the risk of longer-lasting effects. https://t.co/B9rtOT4DGV
Profit-growth forecasts for the S&P 500 in 2026 have been revised significantly higher lately. But while markets can "look through" the Iran war, corporate earnings cannot. https://t.co/ZlmoMgMxZY
This inaugural edition of Geo Policy Pulse explores how the 2026 global elections and a shifting multipolar world are shaping policy, risks, and investment opportunities. https://t.co/sGQhbHwX3x
As AI scales, rising data center power use and resource needs are pushing sustainability to the center of investment decisions. https://t.co/v9LwYh84Ru
The shift toward renewable energy is redefining energy security by reducing reliance on global markets and strengthening system resilience. https://t.co/QShjYhOUhB
Have markets declared "all clear" too soon? While the immediate effects may fade, the Iran war has solidified long-term trends that could weigh on markets going forward. https://t.co/6POyOy5A1H
The annual update of the GIC Capital Market Assumptions reflects a shift to a higher-rate, more volatile era where diversification and selectivity are key to returns. https://t.co/Q5X1z0AZvu