Use this guide to transform our 2024 Retirement Insights into action in 2025, focusing on areas of plan design, tax credits and participant engagement. Our Mike Dullaghan shares the highlights.

Although we are loath to make predictions, conditions appear to be favorable for fixed income in the coming year, and we think investors should consider adjusting their allocations accordingly.

Outsourced trading is a growing trend among asset managers, with recent headlines illustrating how firms are reassessing their approach to how trading fits in their broader strategic plans.

The threat of tariffs is ramping up ahead of the inauguration of President-elect Donald Trump. This is pushing up silver and copper prices.

The US housing market faces a delicate balancing act in 2025, influenced by effects of the pandemic and persistently high mortgage rates.

Economic data and policies out of China are typically delayed until mid-March. Stock volatility may be prevalent until initiatives are clarified after the Lunar New Year.

The strong performance of large-cap stocks over the past decade has left the market exceptionally top-heavy. By some measures, stock market capitalization has never been more concentrated among a handful of large stocks as today.

Engaging up front with four key workstreams may smooth the process of adding a solution.

The calendar page has turned, and that means we have the opportunity to get 2025 off to a good start.

I publish an updated version of my New Year “investor” resolutions yearly. The purpose of the process is to take an annual inventory of what I did and did not do over the last year to improve my portfolio management practices.

US equities had a stellar 2024, with the S&P 500 up 25%, but the year ended on a softer note. The sharp rise in bond yields has caught the market's eye

Direct indexing has been around for more than 30 years, yet many people still don’t know what it is or how it continues to grow and evolve.

The global economic landscape continues to evolve, and 2025 promises to be a year of adaptation and resilience.

Most of us like to ring in the new year with fresh energy. The Europeans appear to have made good on this resolution.

Nothing is more fundamental to the current health of the economy than jobs creation and income growth.

Uncertainty with regard to interest rate policy warrants an active management strategy inherent in the Vanguard Short Duration Bond ETF.

Ten years ago, Research Affiliates launched the Asset Allocation Interactive online tool, making our CMEs freely available to the public. With one full cycle complete, we can see what has worked well and where we can improve.

Active fixed income could stand out in 2025, with active offering a way to refresh bond portfolios and allocations.

As we kick off 2025, the economic landscape showcased a strong economy and resilient job market even as higher interest rates weigh on market sentiment. This week’s data underscore the delicate interplay between inflation expectations, real growth, and the Federal Reserve’s policy stance.

The journey from niche asset to core allocation looks set to continue.

The December PMI report, released on January 5, 2025, indicates that the U.S. services sector continued to grow, albeit at a measured pace, suggesting resilience in certain areas of the economy.

On the inaugural edition of Market Week in Review for 2025, Senior Director and Chief Investment Strategist for North America, Paul Eitelman, discussed Canadian Prime Minister Justin Trudeau’s resignation as well as the latest batch of U.S. and global economic data.

We identify four categories of risks to the growth outlook.

Managing Director, Washington Policy Analyst Ed Mills looks at how several of the top market-relevant Washington DC issues could play out in 2025.

Every new year brings with it a new opportunity to stop for a moment, revisit resolutions, and refresh outlooks.

Markets are coming off back-to-back gains of more than 20% each on an annual basis. The chances of a hat trick in 2025 are slim to none.

When and how will new policies take shape?

We are pro-risk, with the biggest overweight in U.S. stocks, yet eye three areas that could spur a view change.

The US labor market has remained relatively strong, but the trend over the last year or so has been one of normalization back to the pre-pandemic levels.

If you’re going to remember one important fact about the housing market, it’s that with the brief exception of COVID, the US has consistently built too few homes almost every year since the housing bust got rough in 2007.