Strong Multiemployer Pension Funding Mostly Due to SFA Grants, Asset Performance
The two factors contributed approximately even amounts toward improved funding levels.
Research
Asset Management, Admin Fees Dropped, per Recent Public Sector Pension Data
An NCPERS survey also revealed that real estate and private securities were the highest-performing asset classes for public sector pension funds.
Research Aiming to Track Inflation Named 2023 Markowitz Award Winner
The award is in honor of Nobel Prize-winning economist Harry Markowitz, who died last June at age 95.
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.
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.’