August 14, 2020 CEOs Still Have Bleak View of the Economy Conference Board survey says their confidence level is lousy. A portent for the future?
August 11, 2020 Despite Robust Returns, US Corporate Pension Funding Falls in July Record-low discount rates erase 2.85% asset gains for the month.
August 7, 2020 Corporate Pension Plans’ Funded Status Dips for First Time Since April A surge in liabilities from low discount rates dropped aggregate ratios 1.3 percentage points to 79.9%, Wilshire says.
August 6, 2020 Institutional Plans Report Best Quarter in over 33 Years Large plans underperformed small plans, likely due to significant exposure to alternative investments.
July 28, 2020 Canadian DB Pensions, Pooled Funds Rebound Sharply in Q2 Equities rally helps spur strong quarterly gains.
July 27, 2020 Research Calls Lack of Diversity Atop Financial Regulators a ‘Bipartisan Failure’ There has never been an African American chair of the SEC, CFTC, or FDIC.
July 21, 2020 COVID-19 Relief Packages Help Fuel Ultra-Low Interest Rates EIOPA warns that persistent low rates pose a ‘systemic risk’ for insurers.
July 20, 2020 Increased Investor Risk Appetite Spurs Endowment Index Q2 Rebound Index jumps 15.40% after plunging more than 20% during the first quarter.
July 16, 2020 US Insurers Aren’t as Concerned About Climate Risk as Global Peers, GSAM Finds Just half of American carriers consider global warming during their investment process, versus more than 70% of their European and Asian counterparts.
July 8, 2020 Montana Pensions Face Risk of Fiscal Distress in Recession Funded levels could tumble if pensions don’t meet 7.6% investment return target, Pew says.
July 8, 2020 Less Tax-Efficient Funds Cost UK DB Plans £250 Million Yearly, Study Finds Researchers say pensions must invest in tax-transparent funds, insurance policies to be eligible for tax advantages.
July 7, 2020 US, Canadian Pension Funds Rebound with Markets in Q2 Resurgent equities erase nearly 40% of US corporate pension funded status loss during first quarter.
June 22, 2020 Pandemic Will Slice 7% from World’s Wealth in 2020, Says BCG A painful $16 trillion could vanish from the planet’s coffers, only the second down year this century, Boston Consulting’s study estimates.
June 22, 2020 Toll Roads Face Long Road to Recovery: Bad News for Funds Eyeing Infrastructure The typically stable asset class has been hit as traffic levels have dropped 40% to 85% globally, S&P analysts say.
June 17, 2020 Roller Coaster Markets Don’t Dampen Investor Optimism Despite whipsaw market volatility, financial professionals expect only modest declines in 2020.