Here’s How Much Rising Rates Help Pension Plan Liabilities
Defined benefit plans see their obligations reduced, but there are also impacts on lump sum distributions, PBGC tabs and more.
Research
Good News: An Earnings Drop Might Not Bring a 2023 Recession, Says Stovall
Profit plunges don’t always augur an economic downturn, CFRA’s top strategist finds.
Real Estate Remains a Haven Asset Class Amidst Market Volatility
Asset class offers an inflation hedge and tends to remain stable or increase in value over the long run, according to experts.
Nikko: How to Invest in Energy’s Future
Forget production companies, the investment firm says. There are much smarter alternatives.
Incentive Compensation in Financial Services Projected to Drop in 2022
In the financial services sector, base salaries increase 4% to 5% for the second straight year in 2022, while bonuses are set to fall in a difficult year for investors.
T. Rowe: Conventional Wisdom on ’23 Market Is a Crock
Growth stocks rebound, banks are vulnerable, consumer staples rule—all those shibboleths are so last year, the firm’s CIO, John Linehan, says.
What Do Pension Funds Worry Over Most?
NEPC survey says they are leery of rising interest rates, the Fed’s ability to handle inflation and profit margins.
Exploring ESG Investing: An ESG Path Forward
Asset allocators Zach Stein and Andrew Siwo discuss ESG and sustainable investing.
What Would It Take for Corporate Plans to Get Fully Funded?
Employer contributions of 5% of cash flow could elevate half of them in three years, says a Russell Investments study.
U.S. Pension Funding Ratios Continue to Increase
Better equity performance and higher interest rates in October contribute to pensions nearing full funding.
Is All the Bad News Priced Into the Stock Market? Nope
A possible trap: With equities on another tear, BCA Research warns that investors really don’t appreciate all that can go wrong.
Market Volatility Boosts UK Corporate Pension Funding
FTSE 350 pension plan surplus increases nearly six-fold in October.
Wilshire’s 2022 Diversity, Equity & Inclusion Report Finds Improvement in Asset Management
The share of clients investing with diverse-owned firms grew from 20% to 39% over the past three years, though AUM of by diverse-owned firms remained lower than non-diverse peers.
Don’t Worry About a Wage-Price Spiral, JPM Says
Despite Fed uneasiness, higher pay isn’t really pushing inflation, per the firm’s David Kelly.
When Will Beaten-Up Real Estate Turn Around?
The easy answer is a rebounding economy. But that’s not the sole factor, a Northern Trust Asset Management study finds.