Finding a “Middle Way” to Meet Plan Participant Expectations

Duration: 30 Minutes

Key Takeaways

  • A recap of portfolio drivers and perspectives on recent performance
  • The emergence of dangerous market dynamics and how they could impact investor behavior – particularly as long-term investors are not being rewarded in this unusual environment
  • How the “Middle Way” investment approach can help meet participant expectations through current volatility and over the long term
  • Views on the recent rally and why we believe the market will soon return to rationality