Making Sense of the Interest Rate Evolution
The economy is expanding fast, and the U.S. Federal Reserve is growing more worried about inflation than employment; that much is clear in early 2022, but what comes next for the markets and the economy is not.
Delta Air Lines Faces ERISA Actuarial Equivalence Pension Lawsuit
The complaint challenges the use of both allegedly outdated mortality tables and artificially high interest rate assumptions in the conversion of annuity types under multiple pension plans.
Groceries and Gas Fuel Inflation Concerns
Based on worries about inflation and Federal Reserve policy decisions, market watchers say it would be natural to see a market correction heading into the end of the year, though that fate is far from certain.
Inflation Fears Ease (for Some) Amid a Murkier Market Outlook
As some investment analysts argue inflation has peaked, and that it should soon return to an average annual rate in line with recent history, others are focused on the effects of growing wage pressure and the competition for labor.
A New Telling of the Story of Persistent Inequality
Commitment to Low Rates Eases Stock Bubble Fears (for Many)
Assessing the relationship between interest rates and debatably inflated stock prices is a useful exercise, sources say, especially at a time when stocks are about as ‘expensive’ as they have ever been.
Another Uneventful Fed Meeting Unfolds
As a highly contentious presidential election plays out in the U.S., the Federal Reserve is working to project a message of stability and consistency to support the markets.
Interest Rates’ ‘New Normal’
Federal Reserve Head Reviews Why Inflation Matters
A recent speech given by Jerome Powell included some important reflections on history and a few basic lessons about the critical—and often misunderstood—role of inflation in the U.S. economy.
FOMC Action Cements New Normal for Rates, Inflation Outlook
The economy is always evolving, says Federal Reserve Chair Jerome Powell, and so the nation’s monetary and fiscal strategies for achieving its goals must evolve as well.
A Bad Time to Stretch for Yield
We were already in a new normal of very low interest rates before the coronavirus pandemic struck. It now seems even less likely that the old rate regime will re-establish itself any time soon.
The Business Cycle, Geopolitics and Retirement Investing
Interest Rate Risk a Growing Concern for Boomers
This should be a focus when looking at target-date funds (TDFs) often used as the default investment in employer-sponsored defined contribution (DC) plans.
A New Normal? Time To Recheck Interest Rate Assumptions
Among the remarkable characteristics of today’s global fixed-income marketplace is the $15 trillion invested in negatively yielding bonds.
Stable Value and Rising Interest Rates
Institutional Investors Expect the Bull Market Will End in 2019
They also foresee continued volatility in the stock market, but are turning to active management and alternative strategies to mitigate its risk.
How Rising Interest Rates Affect Stable Value Funds
Goldman Sachs Sees Stars Aligning for Pension PRT
Clients with defined benefit plans that are currently enjoying a bump in funded status may want to act soon to lock in those gains while market conditions remain favorable.
Short-Term Rate Hikes Sting, But Long-Term Investors Can Benefit
Vanguard’s chief economist warns that rising rates may sting in the short term, but book value losses should be offset by higher future returns—rewarding those with perspective and strategic patience.
HNW Investors Pay Close Attention to Inflation as They Prepare for Retirement
Sixty-eight percent say they pay close attention to inflation as they prepare for retirement.