WTW Predicts Record Year in UK Bulk Annuity Transactions, Longevity Swaps in 2024
These types of transactions are rising, due to an increase in pension funding and the positive outlook on the U.K. insurance sector.
Research
Overstated Shelter Costs Pump Up Reported Inflation, Says Sage
The government blamed the recent upsurge on rising housing costs, but that’s hooey, Barry Ritholtz charges.
Institutional Assets Overtake Retail in 2023 for 1st Time in a Decade
U.S. retail client channels comprised $30 trillion in assets at the end of last year, while institutional assets hit $30.9 trillion, according to a new Cerulli report.
Private Credit’s Rise: You Ain’t Seen Nothin’ Yet
Consulting firm Oliver Wyman predicts even greater use of this category of debt.
Why Stocks Might Rise 10% in 2024, per CFRA’s Stovall
When the S&P 500 advances more than 20%, as it did in 2023, history says it will climb an average 10% in the next year, an investment sage finds.
What Will Challenge Investment Returns in 2024?
There are factors to watch that could derail or boost the markets this year.
Expectations Wobble for Another Decade of Strong Equities
It’s a ‘particularly perilous’ time to forecast ongoing stock outperformance, says a new report from AQR.
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
They need to adopt and monitor artificial intelligence the right way or risk being left behind, according to the firm’s study.
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.