INSIGHTS

MINDSHARE

admin

INSIGHTS 2017-10-13T02:00:07+00:00

William C. Slaughter, CFA®

Senior Portfolio Manager

Long Duration EM Credit for LDI Portfolios

A confluence of factors has made 2018 a critical year for corporations seeking to de-risk sponsored defined benefit pension plans. Rising equity markets and higher interest rates have improved funded status across the universe of U.S. corporate plans, while sharply higher variable Pension Benefit Guaranty Corporation premiums have made the costs of carrying unfunded pension liabilities far less economical.

January 31st, 2019|

2018 Investment Outlook

The U.S. economy is in the late stages of an expansion, and speculative excesses are beginning to proliferate. Risk assets will probably perform well in 2018 but increasing caution and portfolio conservatism are warranted

January 24th, 2018|