Research
Research Report: Pension Bailouts Lead to Risky Behavior
According to the paper, the American Rescue Plan Act is a near-term plug but does not fix long-term insolvency problems.
CAAT Report Finds Canadians Lack Confidence in Retirement Timeline
The Colleges of Applied Arts and Technology Pension Plan also identified a widening pension gap between generations.
Human Capital: A New Investment Thesis That Is Delivering So Far
By measuring employee morale and other people-centered influences on share prices, fledgling ETFs have beaten benchmarks—and attracted a large SWIB position.
Super Funds Seek to Turn Australia Into ‘Renewable Energy Superpower’
A group representing A$1.2 trillion in assets is calling for reforms and investment on ‘a massive scale.’
Growth or Funding Preservation?
How higher interest rates are changing the investment objectives of fully funded pension funds.
How Asset Managers Can Harness AI to Boost Profits, per EY
When Will Interest Rates Fall and by How Much?
UBS analysts think the Fed will need 6 months or so to realize it can ease, gradually slicing the central bank’s benchmark by a modest amount, up to 0.75 points.
Inflation Is Down, but How Long Will That Last?
Higher Interest Costs Will Continue for Some Time, Study Says
AI Will Have Big Effect on US Economy by 2027, Goldman Says
The American artificial intelligence industry is far ahead of the rest of the world, it notes, and you don’t have to worry about Skynet from “The Terminator.”
RIP Earnings Recession: 3Q Reports Turn Positive
The S&P 500’s EPS had three down quarters in a row, but now analysts are growing more optimistic.
Why Oil Stocks, Slipping Now, Have a Bright Future
The industry will be needed to bridge the long transition to net-zero from now to 2050, JPM says.
EDHEC Institute Warns UK Pensions Against Investing in Infrastructure
Report says ‘remarkably poor and unreliable’ data on the asset class is a stumbling block for defined benefit plans.
Tepid Turnaround Seen for Alts, Once Investors’ Darlings
AUM growth decelerates and fundraising softens, Preqin reports.