Briefings

US Pension Briefing January 2025

US Pension Briefing – January 2025

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

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 – 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

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.

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 – May 2024

Key takeaways. Discount rates dropped slightly due to market volatility while the Treasury yield curve shifted lower but remained inverted…

Keep Up With the Conversation About Our Services

Sign-up for email updates to get the latest on trending topics and market insights.