Bond yields remain at or near historic lows around the world, leading to a substantial increase in the value of pension plan liabilities.
While tariffs remain a concern, the key issue is the degree���which we deem moderate���of U.S. recession risk. The current global backdrop makes the U.S. dollar unlikely to strengthen. Earnings growth expectations are modest, valuations are undemanding
An alternative risk premia strategy is itself more diversified than a diversified growth fund or an all-equity portfolio.
The US recovery is now the longest on record. Nobody knows exactly how much longer this expansion will last.
In the wake of the Global Financial Crisis, all eyes are on dynamic, responsive funding strategies that can deliver long-term goals in a risk-aware way.
This case study explains how our Pension Solutions & Advisory team meets our client���s objectives throughout the pension lifecycle