De-risking Corporate Pension Plans Is Getting Tougher
After making great strides to improve DB funded ratios, increased market volatility and delayed contributions may reverse that momentum.
Market Drilldown
Will Mega-Stimulus Bring Inflation After COVID and Recession Are Gone?
Unlikely. Here’s why, despite all that federal money sloshing around in the system, price rises should stay tame.
The Madness of Crowds: How to Cope with Today’s Faster Volatility
A number of strategies to navigate this new chaotic terrain fall short, but others come out OK if you don’t want to beat the market.
Why Laggard European Stocks Will Overtake Tech-Fueled US Equity
A more united EU, an end to too-expensive FAANG expansion, and lower prices should boost the continent’s returns.
Why Offices, Abandoned as a Virus Risk, Will Be Back
If the health hazards are resolved, look for a reverse exodus. That’ll benefit battered office REITs.
Why the Worst Is Over for Mortgage-Backed Securities, Maybe
MBS, which got flattened in March, are on the mend, but some warning signs linger. Like, what if the recession caves the housing market?
How Pension CIOs Are Dealing With the Pandemic Storm
Handling asset rebalancing, maintaining board relations, and dealing with outside managers with big ideas are important items on plan managers’ agendas.
Fallen Angels Get Fed’s Helping Hand. Is That Enough?
Some bonds may be beyond hope, and once the central bank’s backstop ends, there goes the artificial price support.
Longtime Monarch Private Equity Gets Its Crown Knocked Off
Prospects for exits, money-raising, and new deals dim amid the scary economic slide.
Too Much Leverage, Too Much Risk Are Weighing Down Hedge Funds
Designed to fly high during slumps, a bunch of them have disappointed, big time.
Despite Fed Backstop, Junk Bonds Still Face Big Trouble
The central bank’s much-touted help for high-yield is skimpy, in light of what nastiness lies ahead.
Why Do Small-Caps Keep Getting Knocked Off the Game Board?
Perils waylay these stocks, which haven’t caught a break in years. Ah, but some hope exists.
Why Germany, Its Wings Clipped, Will Take Flight Again
Canny moves on the No. 4 economic power’s business structure, political situation, and efforts fighting the virus should form the basis for a rebound.
Why Now-Reviled Stock Buybacks Will Rise Anew
The once-popular repurchases look wasteful today, but once the economy improves, their appeal may well spring back.
What’s the Answer to Low Returns for Pension Programs? Alts
Funds that favor alts are doing well, as some plans show. Quite well.