Deloitte: Private Market Allocations in DC Plans Could Hit $1T by 2030

Published on May 20, 2026

Target date funds are expected to serve as the main vehicle for introducing private investments into defined contribution retirement plans, researchers say.

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Jeff Currie Says AI Boom Sets Up Commodities for Decade-Long Run

May 20, 2026
Veteran strategist Jeff Currie said the world is in the early stages of a commodity supercycle that may last another decade or more as the artificial intelligence buildout collides with chronic underinvestment in energy and materials capacity.

Dispersion Revisited

May 20, 2026
Although a lot has changed since our last quarterly, its central theme – dispersion – feels like it’s only become more pronounced. We wrote last time that ‘‘we believe we’re entering a new era of dispersion in the performance of financial assets.’’