Videos and Webcasts

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

12 views
Fred Slade By Frederic Slade

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 rally
  • What are possible risk factors
  • Will “fundamentals” play a more significant role in 2020
  • Interest Rates
  • The shape of the Treasury yield curve 
  • How might rates impact impact savers and pension sponsors
  • The role and challenges of the Federal Reserve
  • Fiduciary Standard
  • How has it been impacted in 2018 and 2019
  • 2020 Outlook – SEC Best Interest (BI) Standard
  • SECURE Act
  • How will the SECURE Act affect the retirement industry
  • Pentegra view
  • Exchange traded funds (ETFs)
  • Review of ETFs
  • Will ETFs continue their rapid growth? 

Author

Fred Slade
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 over $1 billion in internal bond portfolios and providing asset/liability studies, analytics and product strategy for Pentegra’s Defined Benefit and Defined Contribution Plans. Mr. Slade is also a frequent contributor of economic and financial market blogs to Pentegra’s Talk to a Specialist website and the financial media. Prior to joining Pentegra, Mr. Slade was a Senior Quantitative Analyst at Citigroup Asset Management, providing asset allocation and quantitative stock screening for mutual fund products. Prior to Mr. Slade’s tenure at Citigroup, he was an Investment Manager at NYNEX Asset Management (now Verizon). At Verizon, Mr. Slade was responsible for asset allocation and planning for its $15 billion Defined Benefit pension fund. Mr. Slade holds a Ph.D. in Economics from the University of Pennsylvania and a CFA, and is a frequent presenter at industry seminars and conferences.