Perspectives

Get timely insights and analysis on the global economy and investment markets from our team of strategists, analysts and portfolio managers. 

• Between the Margins - March 2025
  Expectations for corporate earnings and stock performance were lofty to begin 2025, as measured by historically high market valuations. But those expectations have proven overly optimistic and stocks may continue to suffer the consequences of reality not matching expectations.
• Between the Margins - February 2025 
  Empower Chief Investment Strategist Marta Norton examines the implications of proposed tariffs on the U.S. economy, inflation and the stock market.
• Between the Margins - January 2025
  Happy New Year! A look at what’s happening in the markets and economy with Empower’s Chief Investment Strategist Marta Norton.
• Between the Margins - December 2024
  As the year ends, Empower's Chief Investment Strategist Marta Norton reflects on how the markets in 2024 have led to several key lessons and takeaways.
• 2025 Economic and Investment Market Outlook
  Empower's 2025 outlook covers a wide range of material, from our expectations for the U.S. economy to market conditions, risks, and opportunities, and, key themes around artificial intelligence, politics, and geopolitics.
• Between the Margins - November 2024
  Empower Chief Investment Strategist Marta Norton shares key finding from her 2025 economic and investment market outlook.
• Between the Margins – October 2024
  Empower’s Chief Investment Strategist Marta Norton discusses the potential economic and market impacts of the upcoming election season.
• Between the Margins - September 2024
  A look at what’s happening in the markets and economy with Empower’s Chief Investment Strategist Marta Norton.
• Empower Investments Second Quarter Review
  Now that inflation is probably under control, is an economic recession still a possibility? Empower Portfolio Strategist Tom Nun weighs in on the risks of market contracture, how the Federal Reserve beat inflation in the travel sector, and how a weakening labor market may be an ominous sign of recessionary conditions.
• Webinar Replay: Mid-year outlook for the economy, investment markets and retirement plan legislation. 
  Join Empower's panel of experts, including new Chief Investment Strategist Marta Norton for a roundtable discussion of critical topics around the economy, the investment markets and retirement plan legislation.

• Empower Investments Weekly Capital Markets Perspectives

  Empower Investments Portfolio Strategist Tom Nun provides a weekly look at economic and investment market activity.