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When Black Swans Appear in Financial Markets

…a ballerina. However, in the past two decades, Black Swan has also become a financial buzzword. A Black Swan in financial markets was a term popularized by Nassim Nicholas Taleb, a finance professor, writer and former Wall Street trader. According to Taleb, a Black Swan…

Financial Markets and the Economy: 5 Things to Look for in 2017

A blog by Frederic Slade, CFA, Assistant Vice President and Senior Director, Investments, Pentegra Retirement Services – January 17, 2017 When projecting what the main drivers of the capital markets and the world economies will be in the upcoming year, I am reminded of the…

Pensions, Retirement and Markets: 5 Questions for 2018

…may be necessary if the equity markets do not continue their run. How will Pension Benefit Guaranty Corporation (PBGC) Premiums Be Managed? Flat rate PBGC premiums will rise from $69 to $74 per participant in 2018 while variable rate premiums for underfunded plans will increase…

When “Crystal Balls” Become Cloudy: A Look at Market Forecasts

A blog by Frederic P. Slade, CFA, Assistant Vice President, Senior Director of Investments – January 20, 2015 Why do investors look to Wall Street financial experts to predict the direction of the markets– when it is impossible to predict the future? One answer is…

What Is Behind The Market Correction?

Unlike the United States market decline in 2008, the US economy and capital markets do not need to correct for a 30-year long housing bubble. Nor, as in 2000, do the markets need to address a bubble in “dot.com” stocks valued at 60 times revenue….

Can Pension Plans Help the Economy?

and technology investments to $3.7 billion over the next five years. In addition, the Oregon Public Employees Retirement Fund announced in December 2015 it will increase infrastructure and renewable energy investments with a new $400 million commitment. In summary, DB pensions can have a meaningful…

What Do The New Fee Disclosure Rules Do?

…investment options are typically lower than those for actively managed funds because there is less “management” of an indexed bund as compared to an actively managed fund. Income investments typically cost less than equity investments, but fees for different types of equity investments vary widely,…