As the year draws to a close, we're reflecting on a quarter of significant developments and strategic insights across the investment landscape. Our team has been dedicated to exploring the critical themes shaping today's markets, from optimizing managed account programs and navigating the dynamic world of digital infrastructure to understanding global pension trends and the evolving nature of credit markets.
This collection of articles offers timely perspectives and practical guidance designed to help you sharpen your decision-making and uncover new opportunities as you plan for the year ahead.
We invite you to dive into the articles below and discover the insights that resonate most with your objectives—we're always keen to hear your thoughts.
01
For 2026, investors should rethink portfolios using a total portfolio approach, diversify equities & fixed income, and explore private markets and liquid diversifiers.
02
Managed account programs offer personalized retirement planning but require active engagement to maximize benefits.
03
The December 2025 Global Markets Overview discusses prevailing market expectations for future interest rate adjustments and economic growth.
04
WTW helps investors navigate opportunities in digital infrastructure — the real assets powering AI, cloud, and global connectivity.
05
All major regions saw increases in the pension index over the third quarter, driven by mostly positive investment returns globally, combined with decreases in liabilities in some regions.
06
Liability Management Exercises (LMEs) can influence credit markets by impacting recovery rates and portfolio outcomes, making manager selection important for investors.
07
According to TAI research, global AUM reached $139.9 trillion in 2024, a 9.4% increase driven by North American growth, a shift to passive strategies, top firm consolidation, private-market specialists, and early AI adoption.
08
This podcast explores the evolving world of DC pensions — from technology and private markets to sustainability, systemic risk, scale, and member outcomes.
