Baby Boomers Carry Risky Levels of Stocks, Says Fidelity
Almost 1 in 3 of them are heading into retirement equity-heavy, fund house finds.
Almost 1 in 3 of them are heading into retirement equity-heavy, fund house finds.
Funded level was 73% in fiscal 2018, helped by lower liability increases.
A large move into equity factor investing was key for largest US pension.
The last time that happened was during the financial crisis, Bespoke says.
So says JP Morgan’s trading honcho, Marko Kolanovic, who thinks more than half the moves were due to algos.
The San Francisco retirement system has managed to beat its annual expected rate of return for the 2018-2019 fiscal year despite a volatile equity market.
Mercer report explores key trends in international investor activity, including a reduction in fixed income in favor of equities.
Equity strategies may not stand up to the complexity of the fixed income markets.
US, Canadian equities were top-performing asset classes.
Despite a Q1 comeback, ABP, PFZW officials are worried about low interest rates, future benefit reductions.