Picture this: You’ve spent decades building a career, raising a family, contributing faithfully to your 401(k). The finish line is in sight. Retirement should feel like freedom. But instead, it feels like a gamble.

The investment landscape is rapidly evolving, and few strategies are capturing attention like direct indexing. In a recent Asset TV Masterclass, industry leaders unpacked the current momentum behind this trend and explained why it's becoming central to wealth management.

With geopolitical tensions, fiscal uncertainty, and disruptive tariff policies dominating headlines, U.S. markets have entered another period of turbulence. For many investors, the response has been familiar: move toward the relative safety of fixed income. According to Kent White, Vice President of Fixed Income Mutual Funds at Thrivent Asset Management, fixed income is proving once again to be a vital portfolio anchor during uncertain times.

Artificial intelligence is transforming national security, data infrastructure, and global competitiveness. But as the demand for AI capabilities grows, so too does the energy demand. In the United States, the federal government is turning to nuclear power to help meet this challenge. President Trump’s May 23 executive order, which fast-tracks advanced nuclear technologies, signals a renewed commitment to nuclear energy as a foundation for national security and AI infrastructure.

Sarah Henry, Managing Director and Portfolio Manager, joined Reuters TV Sectors UpClose to discuss the consumer sector as tariff uncertainty continues to impact consumer behavior.

IMPAX Asset Management has warned that the outlook for US residential solar is growing more fragile, highlighting a series of compounding risks that are beginning to challenge a previously resilient segment of the sustainable fixed income market. In a new report, the firm notes that solar loan asset-backed securities are under pressure due to a convergence of structural and macroeconomic headwinds.