Monthly Market Snapshot: July 2017
Authors: Brett Hinds, ...
Equities Global equities (+1.9%) rose for the ninth consecutive month, ending July with an 11.3% gain year to date. Expanding economic growth, robust employment, and low inflation were key themes supporting... Read More
5 positives to remember amid North Korea tensions and other event risks
Author: Nanette Abuhoff Jacobson
The summer lull was broken on Thursday and Friday when markets were hit by fears about the escalating rhetoric between US President Trump and North Korean leader Kim Jong Un. Equities were down about 1.5%,... Read More
STRIPS and synthetic overlays: A user's guide for corporate pensions
Authors: Joe Marvan, CFA, ...
Many defined benefit (DB ) plans are contemplating strategies to help lock in funded-ratio gains by increasing the hedge ratios of their portfolios. There are multiple implementation options to consider, in... Read More
The new case for emerging markets
Author: Nanette Abuhoff Jacobson
With emerging markets (EM ) having made huge gains year to date, asset owners may be wondering if it’s too late to invest. I don’t believe it is. Several new developments fortify the case for... Read More
Fed holds rates steady: We weigh in on likely next steps
Author: Jeremy Forster
The US Federal Reserve’s (Fed’s) Federal Open Market Committee (FOMC) announced that it will keep its target federal funds rate range at 1.00% – 1.25%. Market participants had largely... Read More
