Bloomberg: A $41 Billion Pension Fund is Betting Big on Private Credit
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Pensions & Investments: Funds Bounce Back After Year of Misery
Margaret Chen said endowments want to be ready for the next downturn.
Pensions & Investments: Outsourcing, More Use of Specialist Managers Part of 2020 To-Do List
Timothy T. Yates Jr. said larger endowments now are in the midst of having serious 'buy- or-build discussions.'
U.S. News & World Report: Why Bonds Beat Expectations
A calmer investing path.
Fixed income can serve to dampen volatility in a portfolio, especially when equity markets show downside volatility. Investors can reasonably expect stocks and bonds to move in different directions, or at least not at the same rates. So far this year, both asset classes are showing gains, although stock returns have outpaced bonds. That's typical in a year when both are in positive territory. "U.S. bonds did better than expected in 2019 as concerns over weak stock markets, a possible imminent recession and trade war worries led investors to bid up bonds, and lowered yields," says Andrew Aran, partner at Regency Wealth Management in Ramsey, New Jersey.
Pensions & Investments: Commentary: One Size Doesn't Fit All DC Plans - and That's OK!
Read Ross Bremen's Op-Ed on PI's site here.
A joint study conducted this fall by NEPC and Pensions & Investments reveals DC plan sponsors are aligned on several important topics, like getting participants into a plan early, saving at sufficient levels and using diversified investments. Beyond these themes, however, we don't see overwhelming adoption of every service and investment opportunity in the market place, and we see diverging views on topics like measuring plan success and decumulation. These types of differences are OK.
Pensions & Investments: More Asset Owners Clamoring for Multistrategy Private Credit
