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Can US Interest Rates Go to Zero?

…in the US and globally, and low inflation. In addition, the Fed has injected significant liquidity into the short-term and Treasury markets. Interest rates in many developed countries outside for the US are currently negative: For developed countries outside the US, over half of the…

The Relationship Between Stocks and Bonds-Is It Changing?

A blog by Frederic Slade, CFA, Assistant Vice President and Senior Director, Investments, Pentegra Retirement Services – January 3, 2017 An important underlying driver of historical United States capital market performance has been the relationship between bond market returns and stock market returns. Statistically, this…

Can US Interest Rates Go to Zero?-An Update

…cash and fixed income markets. In April, the Fed provided up to $2.3 trillion in aid, including loans and support to government and corporate bond markets. The Fed’s balance sheet has also increased in the past year, by nearly two-thirds, to over $6 trillion. Low…

Higher Interest Rates-Is History a Guide? A Follow-Up

A blog by Frederic Slade, CFA, Assistant Vice President and Senior Director, Investments, Pentegra Retirement Services – January 19, 2016 In my July 2013 blog, “Higher Interest Rates-Is History a Guide?”, the United States economic and capital markets environment was projected going forward from that…

The Role of the Federal Reserve: How Has It Evolved and Expanded?

…as the new Fed chairperson in the coming weeks. Finally, how does the Fed impact retirement savings? It is well established that so long as the Fed keeps interest rates low, fixed income investments such as money markets and Certificates of Deposit (CDs) will have…

2nd Quarter 2013 Economic & Market Review

and Japan. Equity Markets U.S. equity markets shrugged off the June correction and posted moderately positive returns for the quarter. Small-caps (+3.1 Russell 2000 Index) slightly outpaced large-caps (+2.9% S&P 500 Index) while midcaps (+2.2% Russell Midcap Index) posted the smallest gains for the quarter….

2nd Quarter 2019 Economic & Market Review

…hikes on hold thus far, although the financial markets expect one or more rate cuts before year-end. Equity Markets The S&P 500 Index, representing large-cap stocks, advanced 4.3% for Q2 after gaining 13.7% in Q1. Large-cap stocks significantly outperformed their small-cap counterparts for the period…

3rd Quarter 2015 Economic & Market Review

…Meanwhile, overseas markets experienced even larger declines than the U.S. with the MSCI EAFE Index (representing large-cap international stocks) down 10.2% (-5.3% YTD) and emerging markets (MSCI Emerging Markets Index) falling 17.9% (-15.5% YTD). Fixed-Income Markets Bonds were relatively strong for the quarter – the…

Pension Funds and Infrastructure Investment

…infrastructure, can pension funds share in the cost? A growing source of non-government funding for infrastructure has come from targeted investment funds via commitments by pension funds and other institutional (non-retail) investors. According to Pensions & Investments, global assets under management in infrastructure increased from…

Managing Money Market Reform

A blog by Frederic Slade, CFA, Assistant Vice President and Senior Director, Investments and Michael Randazzo, Vice President, Investments and Senior Investment Strategies, CFA, Pentegra Retirement Services – August 30,2016 In July 2014, the Securities and Exchange Commission (SEC) issued new rules for the further…

Why is Tax Reform So Difficult?

…of future results. About Frederic Slade Frederic Slade is Assistant Vice President and Senior Director, Investments at Pentegra Retirement Services. He joined Pentegra in May 2007 as a Senior Analyst in the Investment Department and became Director-Investments in January 2013. He is responsible for managing…