DB Plans Should Invest to Achieve Set Objectives in 2022
Protecting funded status, addressing inflation risk, adding value, and more are among suggestions from consultants and asset managers.
Interest Rate Risk Comes to the Fore
It has never been more expensive to fund a stream of guaranteed retirement income, nor have individuals been so in need of guarantees generated outside of large collective pensions.
Prolonged Low Rates and TDFs
WTW Warns of Potential Credit Portfolio Impacts Based on Tax Reform
Adjustments made to the corporate tax rate, repatriation of offshore cash and interest rate deductibility all are likely to have immediate effects on the credit markets—and by extension, on institutional investors’ fixed-income portfolios.
ETFs Viewed As One Institutional Investor Response to Volatility Uptick
“As they ready their portfolios for the end of the 'Goldilocks' market, U.S. institutions are integrating ETFs more deeply into their portfolio management and investment strategies,” says Andrew McCollum, Greenwich Associates Managing Director.
LPL Researchers Perspectives on Managing Interest Rate Risks
According to the researchers, sector diversification and yield curve positioning can help investors during rising-rate periods.