Do Private Assets Belong in 401(k) Plans?

Published on October 24, 2025

The investment case for private assets in DC plans hinges on choosing high-performing managers—specifically those in the top third of the performance spectrum, committing to long holding periods, and accepting the risk of underperformance over time.

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Sprint to Stroll

October 24, 2025
After an extended period of surprisingly resilient economic activity, marked by buoyant consumer spending and robust labor market gains, the U.S. economy is shifting gears. The sprint phase, characterized by fiscal tailwinds and pent-up demand, is giving way to a more measured pace.

The Gold FOMO Trade Is Too Late

October 24, 2025
Gold resembles stocks more than bonds in terms of risk, although stocks have been better performers. Since 1968, gold has been about 20% more volatile than the S&P 500 while trailing it by 2.3 percentage points a year.