The Plus Side of Rising Interest Rates: Lower Pension Liabilities
Higher rates are no friend to bond portfolios, but they make life easier for DB plans.
Tag: pension plans
Asset Allocation
Some Institutions Call Crypto Rat Poison, but Others Are Buying the Currency
Bitcoin bolster: Asset allocators seem to be fueling digital money’s recovery from its recent crash.
Market Moves
The Case for Investing in Copper, the Go-To Metal for Renewable Energy Projects
Goldman Sachs predicts rising prices for the commodity, which will be key for solar power and electric vehicles.
Alternatives
Stock-Driven Hedge Funds Were Popular in 2020
Pension plans and other big investors favor the alpha-generating chops that equity strategies showed in the bull market, an Agecroft study shows.
Asset Allocation
Mortgage Securities Deserve a Bigger Place in Pension Portfolios, DoubleLine Says
They have lower volatility and often better returns than corporates, a study by the Gundlach firm concludes.
Corporate Moves
Exclusive: Deloitte CIO Mary Ellen Stocks Retires after 16 Years in the Post
Alex Lee, who has been her No. 2, takes over the top finance slot.
Longtime Monarch Private Equity Gets Its Crown Knocked Off
Prospects for exits, money-raising, and new deals dim amid the scary economic slide.
US Pensions Report Weak Q3 Returns
Plans returned 1% for quarter, 4.58% for year, says Wilshire Trust Universe Comparison Service.
Asset Allocation
Fire Managers Who Ignore Climate Change, Says UK Pension Regulator
Guy Opperman insists plan trustees must ensure that investment managers employ ESG tenets.
NASRA: ALEC Report Contains ‘Serious Flaws’
Association says study on public pension funding was ‘contrived’, and ‘cherrypicked’ data.
Milliman sees improvement in largest corporate plans’ funded ratio
Deficit drops to $247 billion from $275 billion.