Higher Rates May Not Equal Higher Corporate Pension Returns
A defined benefit expert breaks down potential funding shortfalls even amid relatively higher interest rates.
Tag: interest rates
Investors, Betting on Elevated Interest Rates Into ’24, Are Favoring Fixed Income
CoreData finds that 50% of respondents named fixed income as their preferred asset class for risk-adjusted returns—in part due to...
Advisers Should Counsel “Cautious Optimism” Amid Cooling Inflation
Retirement experts weigh in on how advisers can help plan sponsors and participants understand news of cooling inflation, but continued...
U.S. Drops to 18th on Natixis Retirement Index, Due to Economic Issues, Aging Population
This year’s report warns that “key risk concerns for retirement security are coming to a head in today’s rapidly changing...
Volatility, Inflation and Stagflation Concerns in Context
To understand what may come next during a turbulent period in the markets and the global economy, experts consider the...
Welcome to the Rising Rate Environment
In the face of sustained inflation and the Federal Reserve’s push to boost interest rates, asset managers and advisers are...
Inflation Worries Continue Into the Second Quarter
Managers say the markets will continue to grapple with the trade-offs between inflation and growth for the foreseeable future.
Useful Advice as Rates Rise and Markets Move
With markets off to a choppy start in 2022 and rate hikes on the horizon, inflation is top of mind for many investors, as demonstrated by a D.A....
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...
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The complaint challenges the use of both allegedly outdated mortality tables and artificially high interest rate assumptions in the conversion of annuity types under multiple pension plans.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...
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...
A New Telling of the Story of Persistent Inequality
The interest rate regime embraced to combat strong inflation of the mid-1970s and early 1980s has had unintended consequences—including the...
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...
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.
Trends
Interest Rates’ ‘New Normal’
By bringing longer-run goals and strategy into alignment with changes in the economy, the Fed aims to strengthen support for...
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...
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...
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...
The Business Cycle, Geopolitics and Retirement Investing
Trade tensions between the U.S. and China have dominated financial news headlines, but investors have a lot more to think...