3Q19 earnings bulletin: Skating on thin ice
The economic backdrop in 2019 has been characterized by weakness in manufacturing being offset by the resilience of services and health of the consumer.
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The best offense is a good defense
Alternatives for uncorelated income
2Q19 Earnings bulletin: Threading the needle
The current earnings season has been mixed; lower energy prices and a stronger dollar are headwinds, but health care sector M&A is providing an offset.
1Q19 Earnings: Is the party almost over?
Equities continue to look attractive relative to fixed income, and could very well move higher in the short-term given firmer economic data and a Fed on hold.
Monthly Pension Update
Due to a 30 bps decrease in discount rates, funded status fell 1.3% this month from 90.4% to 89.1%
Monthly Pension Update
A breakdown of what you need to watch this month as you consider investment implications for your pension plan.
Monthly Pension Update
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.
Monthly Pension Update
Political uncertainty has led to low expectations that policy initiatives would see much progress before year-end.
Market volatility impact on funded status
Market participants remain focused on downside risks, leading pessimism, rather than optimism, to permeate the investment landscape
Monthly Pension Update
Explore this month’s report where we see the highest funded status level achieved since December 2012.