Cautiously Optimistic Forecast on the Economy, Tempered by Clouds

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Kristin Bradbury analyzes the U.S. economy in 4Q21 and the macroeconomic outlook for 2022.

Do Fiscal Policies Influence Investment Returns?

Paul Erlendson examines whether fiscal policy and tax rates affect investment returns.

How Investors Should Respond to Evergrande and China’s Regulatory Crackdown

Fanglue Zhou analyzes how China’s recent challenges impact institutional investors’ emerging market allocations.

Is 2% Growth Good or Bad?

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Jay Kloepfer examines GDP growth in 3Q21 and its implications for the future course of the recovery.

IRS Announces Updated Retirement Plan Limits for 2022

Jamie McAllister details the new retirement plan limits for 2022.

Callan Survey Finds Nearly 50% of Respondents Incorporate ESG, Highest Level Ever

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Tom Shingler provides key takeaways from the Callan 2021 ESG Survey.

New DOL Proposed Rule on ESG and Proxy Voting

Tom Shingler explains the impact of a new proposed rule from the Biden administration on ESG and proxy voting.

DOL Updates the Fiduciary Rule (Again)

Jana Steele explains what the latest update to the fiduciary rule means for DC plan sponsors.

Small Gains in U.S. Equities and Fixed Income, but Losses Globally

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Kristin Bradbury analyzes U.S. and global equity and fixed income activity in 3Q21.

Will Headwinds or Tailwinds Prevail?

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Kristin Bradbury analyzes the macroeconomic environment in 3Q21 and the year to date.