DC Provider Market Snapshot Q2 2025
Investment
In this Q2 update, we share a snapshot of the DC market.
- DC providers are underweighting US equities amid concerns over tariffs, dollar weakness and concentration in mega-cap growth stocks.
- Market turbulence following Liberation Day tariffs reinforces the importance of staying disciplined in the growth phase.
- At-retirement strategies remain resilient, with diversification delivering consistent positive returns across providers.
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George Fowler
Partner
Helyne Slade
Director & Head of DC Investment
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