Investments in physical assets did better and promise more than fixed income.
U.S. manufacturing can’t compete on cost, but it has a leg up in some areas.
U.S. and Canadian allocators no longer pile into Chinese assets.
Exxon and its kin were laggard stocks for a long time, but now they enjoy flush revenue and strong share prices. The bet: Their clean fuels may give them better stability.
The de-risking trend has seen equities cut in half since 2008, to around 30% of assets, and Milliman thinks that’s where it will stay.
Historically, bad news and painful slumps like today’s inspire blah predictions. Funny thing how wrong they’ve been.
Many U.S. and other nations’ companies are thinking about transferring elsewhere. Easier said than done. Investors could be collateral damage.
The American semiconductor industry ceded the lead to Asian rivals long ago, and now it is scrambling to catch up.
As the contraction of once-popular shopping centers continues, it’s the lower-end ones that get ejected.
Market conditions could push some plan sponsors to consider risk transfers sooner, but funded status remains a key concern.