Events
A look at macro trends driving DB pension investment strategies
BY Martha Porado | February 1, 2019
It’s too early in the rise of populism to determine whether it will turn out to be a secular or a cyclical trend, according to John ...
Populism here to stay, economy already feeling the consequences
BY Yaelle Gang | January 17, 2019
Rewind to 2017. It was a very unusual year, with global growth receiving a boost from a combination of ultra-supportive financial conditions, a temporary boom ...
Taking the North American economy’s temperature
BY Martha Porado | January 15, 2019
For those worried the cycle is about the turn, it’s important to consider that there is no established length for a market cycle, said Avery ...
ESG: Valuing the intangibles
BY Scot Blythe | December 19, 2018
Share price dispersion remains prevalent in equity markets, but today’s active managers are having difficulty extracting alpha. They may not be looking in the right ...
Living in the midst of risk: why population shifts are unavoidable
BY Scot Blythe | December 18, 2018
Risk takes many forms and extends beyond investing. With 25 years in the CIA, David Bridges, now a research analyst at Fidelity Investments, thinks we may ...
Four disruptive trends facing fixed income
BY Caroline Cakebread | December 18, 2018
When it comes to disruption, people typically talk about technology and its impact on jobs, society, and the global economy. But disruption is also happening ...
Navigating the complicated relationship between interest rates, real estate
BY Yaelle Gang | December 17, 2018
The complicated relationship between real estate and interest rates makes it important to know the role different types of properties play in a portfolio and ...
Using an ‘active investing triad’ for outperforming pension returns
BY Yaelle Gang | December 17, 2018
While active managers outperform in some situations and not in others, when using active management, what characteristics can pension plans look for to stay on ...
Junior infrastructure debt holds opportunities for plan sponsors
BY Yaelle Gang | December 17, 2018
To find value in a competitive infrastructure market filled with dry powder, plan sponsors can look beyond equity and senior debt, focusing instead on junior ...
When is a delegated service model right for a pension plan?
BY Yaelle Gang | December 17, 2018
In an increasingly challenging investment and regulatory environment, many pension plans are looking to a new model, delegating key investment management and service activities to ...
