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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 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,…

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…

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…

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%….

Fed Patience and Other Curiosities

…especially investors who are trying to figure out US Capital Markets. The “Nothing” that happened involves the Federal Funds Rate, the target overnight interest rate for inter-bank borrowing or lending. This is where US depository institutions, in the tightly controlled, invitation-only world of Federal Reserve…

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…

Pension, Retirement & Markets: 5 Key Trends to Watch in 2020

Pension, Retirement and Markets: 5 Key Trends to Watch in 2020 highlights five trends in the capital markets and retirement industry which are expected to impact pension sponsors and retirees this year. U.S. Equity Market What are some cautionary signs in 2020 after the 2019…

Understanding Asset Classes

…money for at least several years. WHAT ARE FIXED INCOME FUNDS? Fixed Income investments are designed to protect the value of your money over short periods of time. These types of investments generally present a low risk of losing principal. Fixed income funds include money…