Newsmakers
Politics Heat Up on Brainard Fed Replacement
Elizabeth Warren and other progressives push for a more dovish vice chair to offset Chair Jerome Powell.
Search results for: Federal Reserve
Are Defined Benefit Pension Funds Still Useful Recruiting, Retention Tools?
Essential to public sector employees, a pension fund is a forgotten benefit for most workers in the private sector.
Pensions
Largest Corporate Plans Hit Highest Funded Status Since 2007, Despite 2022 Investment Losses
Higher interest rates lowered liabilities, as average asset losses reach 21% for the fiscal year, a Russell Investments study shows.
Risk
Corporate Bond Issuance Gushes: What Does That Mean for the Year?
Demand is strong for investment-grade paper, less so for junk.
Asset Allocation
Why Apartment REITs Are Primed to Move Up
In the push for alts, the beaten-up multi-family segment is gaining popularity, says research shop Green Street.
Research
Bloated Inventories Turning Into Economic Hindrance, Pantheon Says
The pandemic buying surge prompted businesses to stock up way too much.
Research
UBS: Why Emerging Markets Should Romp—and It’s Not All China
Changes in inflation, interest rates and the dollar are expected to factor into an EM resurgence.
2022 IIAW-Harshal Chaudhari
When Harshal Chaudhari joined the General Electric Pension Trust as CIO of global pension operations in 2019, he had quite the challenge in front of him. At the end...
2022 IIAW-Thomas Richards
When Thomas Richards joined the University of Missouri System 12 years ago, after 10 years in banking, among the issues he noticed was the impact volatility in the defined...
Pensions
PIMCO Investment Managers Tell SCERA They Expect Debt to Bounce Back in 2023
The $3.2 billion Sonoma County Employees’ Retirement System’s investment committee heard a discussion about the current state of fixed income.
Research
M&A Deals Predicted to Increase in 2023, Survey Shows
Katten survey indicates that with companies holding large amounts of unallocated capital, middle-market private equity dealmakers see financial services, technology and insurance acquisitions as big opportunities for 2023.
Research
Ash Williams: Passive Investing’s Use Is an ‘Illusion’ That’s Now Dispelled
It’s a creature of another time, and active management is needed for today’s challenges, the investment legend argues.
Risk
What Happens After That Soft Landing? BCA: Nothing Good.
Maintaining a position just short of a recession is almost impossible to do, the research shop says.
Asset Allocation
After ‘Tough Year,’ TIFF Expects ‘Goldilocks’ Recession in 2023
The firm’s active managers ‘faired poorly’ in 2022, according to CEO Kane Brenan.
Asset Allocation
Former Problem Children, Agency Mortgage-Backed Securities, Make Case for Inclusion in Core Bond Portfolios
The catalyst investment vehicle responsible for 2008-09 financial Crisis appears to have a strong setup to perform well in 2023.