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 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.
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.
This month marks the largest monthly funded status decrease since January 2016.
Political uncertainty has led to low expectations that policy initiatives would see much progress before year-end.
Explore this month’s report where we see the highest funded status level achieved since December 2012.