Discount rates were generally flat during January. Equities generally saw modest gains despite the volatility that occurred during the month.
Pension plan annuity purchase update Q3 2024
The pension buyout sector maintained its strong performance in Q3 2024, totaling $13.1B in the third quarter, a 62% increase compared to Q3 2023 sales of $8.1B.
US Pension Briefing – December 2024
Discount rates popped up almost 0.40% during the month on the Fed’s outlook and positive economic data
US Pension Briefing – November 2024
Discount rates rose sharply, ending a 5-month streak of declines and reducing pension liabilities.
Major asset classes across the board ended the month with negative returns.
US Pension Briefing – October 2024
Discount rates rose sharply, ending a 5-month streak of declines and reducing pension liabilities.
Major asset classes across the board ended the month with negative returns.
US Pension Briefing – September 2024
Treasury yields moved lower again in August as the market reacted to Fed Chair, Jerome Powell’s indication that the Fed would begin an easing cycle with an initial rate cut in September.
Pension Plan Annuity Purchase Update Q2 2024
Pension buyout sales continued to remain strong in Q2 2024, totaling $9.2B in the second quarter, a 37% decrease compared to Q2 2023 sales of $14.6B.
US Pension Briefing – August 2024
Treasury yields moved lower again in August as the market reacted to Fed Chair, Jerome Powell’s indication that the Fed would begin an easing cycle with an initial rate cut in September.
US Pension Briefing – July 2024
Key takeaways Discount rates dropped slightly due in July as the Treasury yield curve shifted lower…
Pension Plan Annuity Purchase Update Q1 2024
After a record-breaking year in 2023, pension buyout sales maintained strong momentum into 2024, reaching $14.2 billion in the first quarter.
US Pension Briefing – June 2024
Key takeaways Discount rates dropped slightly due in June as the Treasury yield curve shifted lower…
US Pension Briefing – May 2024
Key takeaways. Discount rates dropped slightly due to market volatility while the Treasury yield curve shifted lower but remained inverted…
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