Episode 18—David Blanchett on the Benefit of Downturns and How Target Funds Should Really Be Used

We try to get Dr. David Blanchett, Morningstar’s Head of Retirement Research, to commit to settling an important debate once and for all about target-date funds—do investors need to be “all in” in their allocations for TDFs to work correctly? Can some assets be held away?

We also take a close look at target-date strategies amid the volatility of 2020 and look to what lies ahead in 2021. Finally, Blanchett covers significant trends in target-date adoption and how firms are adapting to meet participant preferences.

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