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What’s Driving the Market in 2025? Key Insights on Equities, Interest Rates, and What’s Next
Manage episode 463564384 series 164845
In this episode of the 401(k) Roundtable™, we’re joined by Rich Weiss, Chief Investment Officer of Multi-Asset Strategies for American Century Investments and Bob Chapman, Chief People Officer of Trilon Group. They dive into the current state of the investment landscape and focus on the performance of U.S. equities, particularly the S&P 500, and the growing concerns over market concentration. The discussion touches on how generational perspectives influence investment decisions, the impact of interest rates on the economy, and the shifting dynamics of the labor market in a post-pandemic world. Additionally, the episode explores the role of technology and AI in reshaping financial services and the broader economy, as well as the uncertainty surrounding business investments heading into 2025. The hosts also delve into the speculative nature of cryptocurrency and its potential place in 401(k) plans, stressing the importance of diversification in retirement investment strategies.
260 에피소드
Manage episode 463564384 series 164845
In this episode of the 401(k) Roundtable™, we’re joined by Rich Weiss, Chief Investment Officer of Multi-Asset Strategies for American Century Investments and Bob Chapman, Chief People Officer of Trilon Group. They dive into the current state of the investment landscape and focus on the performance of U.S. equities, particularly the S&P 500, and the growing concerns over market concentration. The discussion touches on how generational perspectives influence investment decisions, the impact of interest rates on the economy, and the shifting dynamics of the labor market in a post-pandemic world. Additionally, the episode explores the role of technology and AI in reshaping financial services and the broader economy, as well as the uncertainty surrounding business investments heading into 2025. The hosts also delve into the speculative nature of cryptocurrency and its potential place in 401(k) plans, stressing the importance of diversification in retirement investment strategies.
260 에피소드
모든 에피소드
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1 What’s Driving the Market in 2025? Key Insights on Equities, Interest Rates, and What’s Next 55:01
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1 The Evolution of Financial Wellness: Why It Matters in the Workplace 55:30
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1 Election 2024 Aftermath: Retirement Policies and Market Reactions 1:05:33
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1 Transforming Employee Retirement Outcomes with Smart 401(k) Design Choices 1:05:07
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1 Are We Approaching The Tipping Point For Private Equity & 401(k) Plans? 51:28
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1 Should the Financial Markets Guide Your Business (or 401(k)) Decisions? 57:29
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1 Will Your 401(k) Account Soon Follow You Around?: Automatic Rollovers Coming To A Plan Near You 1:01:17
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1 Pooled Employer Plans, Canaries & Managed Accounts 1:01:54
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1 Thoughts on Market Declines, Parity of Returns & V-Shaped Recoveries 1:04:13
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1 Rising Rates, Inflation & The Future of "Cash" In 401(k) Plans 59:49
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