Market participants remain focused on downside risks, leading pessimism, rather than optimism, to permeate the investment landscape
Transient market volatility has the potential to be thrilling
WHILE MOST CORPORATIONS’ 10-K FILINGS WILL NOT BE AVAILABLE UNTIL LATE FEBRUARY, WE ANALYZED PRELIMINARY DATA ON PENSION PLANS THAT HAVE FISCAL YEAR ENDS BETWEEN JUNE 30, 2018 AND OCTOBER 31, 2018.
A holistic approach to portfolio construction optimizes enterprise-level risk and return
PG&E (ticker: PCG) filed for bankruptcy - surprisingly the issuer was within the A or better rated pension liability discount rate universe within the prior 12 months.
Political uncertainty has led to low expectations that policy initiatives would see much progress before year-end.
This month marks the largest monthly funded status decrease since January 2016.
A breakdown of what you need to watch this month as you consider investment implications for your pension plan.
Due to a 30 bps decrease in discount rates, funded status fell 1.3% this month from 90.4% to 89.1%
November marked the 10 year anniversary of the widest corporate bond spreads on record.