A breakdown of what you need to watch this month as you consider investment implications for your pension plan.
Market participants remain focused on downside risks, leading pessimism, rather than optimism, to permeate the investment landscape
How real estate and infrastructure can enhance returns and reduce volatility
Potential impact on U.S. pension funded status of 10-year Treasury yields going to 0%
Due to hedge portfolios and growth assets, funded status fell .4% this month from 88.5% to 88.1%.
Due to hedge portfolios and growth assets, funded status rose 1% this month from 87.5% to 88.5%.
A holistic approach to portfolio construction optimizes enterprise-level risk and return
Due to interest rates and growth assets, funded status fell 3.5% this month from 91% to 87.5%.
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.