Research
Public’s Cash Stash Will Cushion a Downturn? Maybe Not
Economist Shepherdson says Americans’ savings already has been whittled down.
New Report Measures Public Pension Health
NCPERS publishes new metrics to evaluate the sustainability of state and local funds.
Shorting Bonds? The Case for a Seldom-Used Tactic
Allocators and other investors shy away from the practice, but a research paper argues that rising rates pose an ideal opportunity for negative bets.
Simfund Adds Institutional Market Investment Information to Dataset
New module boosts observable assets under management in database to $110 trillion.
US Slides to 18th Place on Natixis’ Global Retirement Index
Norway reclaims the top spot from Iceland, while Switzerland remains in second.
Public Funds Are Among Strongest Backers of ESG Resolutions
Unexciting Earnings May Be Warning Sign, BlackRock Says
Projected S&P 500 profits rose just 6.7% in the second quarter, and even slower results are ahead. Not good for stocks, the firm contends.
‘Disruption Is the Only Constant,’ CFA Institute Research Finds
Downsides of Direct Indexing: Tracking Error and Less Diversification
Research Affiliates assesses how tailoring indexes to investors’ tastes carries its own weaknesses.
Don’t Call It a Comeback: Plan Sponsors Could Thaw Frozen Defined Benefit Plans
Get Ready for an L-Shaped Recession, Warns Credit Suisse
Worsening Economy Threatens Retirement Security for Canadian Millennials
Survey finds rising inflation and interest rates are putting retirement savings in jeopardy, particularly for those under 35.