A breakdown of what you need to watch this month as you consider investment implications for your pension plan.
How real estate and infrastructure can enhance returns and reduce volatility
With returns likely more sparse and volatility likely more frequent, knowing what you own will prove paramount with regard to portfolio construction.
Equity investors spend a lot time looking for where earnings growth will be strong; what doesn't get as much attention is what happens after they're generated.
Inventories tend to have a cycle of their own, growing and contracting several times over the course of an expansion.
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.
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.
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.