Investment Themes for Defined Contribution Plans

As we do each year, we begin 2024 by identifying key investment themes that will drive our conversations. Read our 2024 outlook for corporate defined contribution plans to learn more.

Download PDF

As we do each year, we begin 2024 by identifying key investment themes that will drive our conversations. Read our 2024 outlook for corporate defined contribution plans to learn more.

Investment Themes for Defined Contribution Plans

Considerations for Place-Based Impact Investing

Geopolitics and Portfolio Resilience

Inflation Victory?

Impact Investing is Hard: Here’s How to Do It Well

Why Diversify?

Investment Themes for Non-Profit Organizations

Investment Themes for Public Funds

The Good Run in Value Stocks May Be Coming to an End

The Divestment Dilemma | Helping Investors Navigate the Challenge

Private Credit Today – A Diverse Opportunity Set in a Growing Market

Canadian Private Debt

Private Equity Past and Present: Three Questions with Bruce Ingram

Five Tips for Creating an ESG Investment Policy

COP26 post-mortem and investment implications

US inflation — should markets be worried?

Recent Developments in China: Three Questions with Lucinda Downing

Prospects for Equities: Fading slowly but surely

ESG Engagement: Three Questions with Connie Johnson

Attractive Real Investments in a Post-COVID World

Is there an inflation problem?