A summary and discussion of our article regarding the detrimental effects of pension plan funding relief provisions in 2023.
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Pension Investing: How to Invest When Cash Flow is Negative
As baby boomers retire, many pension plans are reaching a point where the amount of money leaving the plan in benefit payments and fees exceeds the sum of incoming contributions and investment income. This is “negative cash flow” and it presents different challenges for an investment committee to consider versus when cash flow was positive. […]
US Pension Briefing – April 2023
Key takeaways April 2023 summary Volatility decreased during the month, thanks to easing worries about regional banks and better-than-expected Q1 earnings. The job market remained strong, with U.S. companies adding 296,000 jobs in April, up from 142,000 in March, although initial jobless claims rose modestly. Even with the decrease in volatility, the market remained risk-off. […]
Using Leverage to Enhance Expected Returns
Institutional investors can employ leverage to increase expected returns. This increase in expected returns must be balanced against an increased risk of loss. Large institutional investors with a long-term investment horizon and ample liquidity are well-positioned to utilize leverage to safely increase expected returns. What is leverage? Expected returns can always be increased by borrowing […]
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