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
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%
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.
November marked the 10 year anniversary of the widest corporate bond spreads on record.
Political uncertainty has led to low expectations that policy initiatives would see much progress before year-end.
Funded status rose 1.9% this month due to interest rates and growth assets.