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Multi-Asset Outlook 2021: All Change
News of game-changing vaccines in late 2020 heralded a dramatic shift in expectations for markets and the economy in 2021. Paul O’Connor considers the rationale behind this optimism.
Plan Talk: Best of 2020
2020’s final episode of Plan Talk highlights notable updates, trends and legal cases in the defined contribution space from the past year.
A Blue Wave or a Blue Swell?
With a Senate majority, Democrats will have an easier time of achieving their agenda. But it won’t occur without compromise, creating optimism in markets.
Peach State Run-Off Could Herald a Light-Blue Wave for U.S. Politics
Considering the ramifications of a potentially seismic political result.
Mental Health Habits to Cultivate and Share
The importance of prioritizing mental well-being as we continue to cope with the isolation of the pandemic.
A Step Closer to a Digital Future
Portfolio Manager Denny Fish explains how this past year brought the global economy closer to a digital future.
U.S. Small-Cap Value Equities: Optimism, Caution and a Focus on Quality
Perkins Portfolio Manager Justin Tugman makes the case for optimism, caution and the potential for the reemergence of quality in U.S. small-cap value equities.
The Speed of Change in Emerging Markets Is Unknown but the Direction Is Not
Daniel Graña argues that country analysis should remain a key focus for emerging market investors given the implications from COVID-19 and a less supportive international trade environment.
Inflation: Is This the Real Thing? Is This Just Fantasy?
Why an expected and predictable cyclical reflation should not be confused with a longer-term structural breakout of inflation.
What’s Next for U.S. Large-Cap Growth Equities?
Portfolio Manager Doug Rao explains the current dynamic in large-cap growth equities and evaluates the outlook moving forward.
Optimism for a Renewed Focus on Fundamentals in Small- and Mid-Cap Growth
Portfolio Manager Jonathan Coleman discusses why a return to normalcy following the COVID-19 crisis could support small- and mid-cap equities and lead to a broadening of the market.
Hardly a Stoic Fed
The Federal Reserve declined to expand accommodative policy measures, but the decision does not suggest the central bank is backing off from supporting the economic recovery.