Tag: Dale Folwell

Pensions February 5, 2021

North Carolina Lowers Assumed Rate of Return for State Pensions to 6.5%

Investment rate cut is the third made by the state in the past four years.

Asset Allocation January 19, 2021

State Treasurer Dale Folwell credits a conservative investment strategy for the fund’s strong performance.

Asset Allocation September 15, 2020

The fund’s portfolio has added nearly $15 billion in value since markets tumbled in March.

Regulation June 8, 2020

Bill before legislature is sparked by anger over a county employee who won government retirement benefits after embezzling nearly $1 million.

Asset Management Culture March 13, 2020

‘You can’t be a gambler, and you can’t profess to have a crystal ball,” says state treasurer Dale Folwell.

Regulation April 30, 2018

Fund now projected to meet return expectations over the next 30 years.

Research February 8, 2018

Pension fund assets grew $9.2 billion to $98.3 billion.

Regulation November 28, 2017

Despite fee slashes, fund is not yet out of the water.

Industry White Papers

China Fixed Income: a fast-growing and strategic asset class With global government bond yields low or negative, investors are increasingly searching for alternative diversifiers to equities. An active approach to China fixed income can serve as a powerful diversifier in global fixed income portfolios.

Global Currency Market Commentary Monthly review of currency markets reviews evidence of the asynchronous nature of pandemic recovery.

China is Embarking on A New Stage of Growth China is entering its fifth decade of growth, and the conventional view among global investors may falsely point to growth avenues being exhausted.

EMD: Reframing the External vs. Local Debt Debate for 2021 The historical outperformance of external debt has led emerging markets debt (EMD) investors to overweight external debt compared with local debt.