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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…

Pensions, Retirement & Markets: 5 Questions for 2019

As we head into 2019, below are five questions relating to current trends and topics which are expected to impact retirement and savings next year: How will tax reform continue to impact savings and retirement? Overall, the reduction in U.S. corporate tax rates contributed significantly…

Some Thoughts On China And The Us Economy

…the Chinese markets, China remains an emerging market (on par with Brazil, India and Russia), with greater volatility, regulatory control and investor uncertainty than developed markets such as the US and Japan. Institutional allocations to overall emerging market stocks have been relatively low, about 5%….

The Falling Price of Energy-Looking Through a Micro Lens

…in stock prices, the excess supply of oil on the world markets and the negative impact of falling oil prices on the growth of emerging markets economies that depend upon energy exports. It is also important to look at the so-called “micro” impacts that relate…

Is there a Baby Boomer Retirement Effect on the Stock Market?

A blog by Frederic P. Slade, CFA, Director of Investments As the first wave of baby boomers (those born between 1946 and 1950) attain “normal” retirement at age 65, an important question has been raised: will all these present and future boomer retirees depress the…

Pensions, Retirement & Markets: 5 Key Trends to Watch in 2021

Join us as we kick off the 2021 PENTalkTM series with our 5th annual Pensions, Retirement and Markets installment: 5 Key Trends to Watch in 2021. We’ll share insights highlighting five trends in the capital markets and retirement industry which are expected to impact pension…

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,…

Market Volatility and the Impact of the Coronavirus

…countries, including South Korea, Japan, Europe, and the Middle East, and is expected to eventually spread in the United States. Vaccines are being tested, but are not expected to be available to the public for many months. How have the financial markets reacted? The US…

How Are RoboAdvisors Changing the Investment Industry?

…in all markets, too frequent rebalancing may result in excess turnover, higher trading costs and capital gains liability for taxable accounts. Lack of Experience in Down Markets: From 2009-2017 as robo advisory platforms developed, equity markets produced positive returns in a bull market cycle. That…

The Weak and The Strong-A Note on Exchange Rates and Currency

A blog by Frederic Slade, CFA, Director, Investments – September 1, 2014 A segment of the capital markets that often gets overlooked is the foreign exchange (FX) market, which trades in the US dollar, Euro, Japanese Yen, British Pound and over 60 other currencies. According…