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.
Research
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.
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Pension Investments Boost Corporate Productivity, Study Says
Production leaps 3.5% for public companies, thanks to extra capital.
DoubleLine: How to Construct a ‘Better Mousetrap’ Trend-Following Portfolio
The noted bond house cobbles together all kinds of asset classes, using diversification to mitigate risk and also ride momentum.
Princeton Endowment Loses 1.5% in Fiscal 2022
Yale tops all Ivy League endowments as only portfolio to report positive gains for fiscal year ended June 30.
Higher Rates to Squeeze Middle-Market Private Credit Market, Reports Kroll
Kroll report details a private credit sector protected from systemic risk by financing dexterity, and strong relationships between private equity sponsors and private credit lenders.
Inside the World of Private Equity: Anxiety, Elation and Sangfroid
The hot asset class for allocators, PE is its own world, according to an insider’s book.
Goldman: Due to High Volatility, Now’s the Time to Bet on Earnings Reports
Take out options on how the market will react to an array of 3Q results coming up, the firm says.
Hedge Funds’ Side Letter Usage Remains Constant, as Redemptions Continue
51% of all investors using the individualized agreements are fund-of-funds investors, while $20.75 billion was redeemed from hedge funds in September.