Private pension (DB)

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Japan Volatility Monetary policy Private pension (DB) Retirement Interest rates Quick Take
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Could Japan face a UK-style pension crisis?

Investment Director Masahiko Loo explores the risks of Japan facing a UK-style pension crisis and identifies fundamental reasons that make Japanese pension funds inherently less vulnerable. 

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Masahiko Loo

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Quick Take
2024-01-31
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night-sky-bright-small-cap
Small cap Value vs growth Asset allocation Public pension (DB) Private pension (DB) Defined contribution (DC) Equity Article Endowments & foundations
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Small-cap value: Strong past, bright future?

While equity markets have had a challenging recent past, history teaches us that there may be several reasons to be optimistic about small-cap value. 

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Article
2024-01-31
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bank of England
Volatility Inflation United Kingdom Defined contribution (DC) Distribution Public pension (DB) Private pension (DB) Article
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After the UK sell-off: what’s next for global markets and investors?

Co-Head of Investment Strategy Natasha Brook-Walters and Head of Macro Strategy John Butler discuss the implications of the recent sell-off in UK markets for global markets and investors.

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Natasha Brook-Walters

John Butler

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Article
2022-12-30
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Private pension (DB) Liability-driven investing Multi-asset Article USA Strategic allocation Alternatives Multi-Asset solutions iStrat
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Cash-balance liabilities: A new investment framework
A cash-balance plan is very different from a traditional pension, and the differences can have a major impact on interest-rate sensitivity. With this in mind, we propose a focus on capital preservation, consistent income, and liquidity.
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Amy Trainor, FSA

Louis Liu, CFA, ASA, MAAA

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Article
2023-08-31
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Volatility Inflation Europe Active management Private pension (DB) Credit Article Public pension (DB) Economic cycle Fixed income Balance sheet Fixed income — Credit
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Can credit investors turn the resumption of volatility and cycles to their advantage?
Why the new volatile market regime may offer significantly more opportunities for longer-term global credit strategies.
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By

Mahmoud El-Shaer, CFA

Annabel Gray

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Article
2023-07-31
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Liability-driven investing Multi-asset USA Private pension (DB) Article Strategic allocation Multi-Asset solutions Alternatives iStrat
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Nearing the finish line: Ideas on end-state investing for corporate DB plans
As corporate plans approach their fully funded “end state,” new goals will need to be set. Members of our LDI team share their research on this transition and the required realignment of asset allocation strategies, including changes in return-seeking and liability-hedging portfolios and key liquidity considerations.
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Amy Trainor, FSA

Jacqueline Yang, CFA

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Article
2023-04-30
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Private pension (DB) Macro and market USA Multi-asset Liability-driven investing LDI Alert Portfolio construction Volatility Article Tactical allocation Multi-Asset solutions iStrat
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Preserving funded-ratio stability in volatile markets
Faced with extreme market volatility in the early months of 2022, what can corporate DB plan sponsors do to potentially provide stability in their portfolios while still pursuing longer-term funding aspirations? Multi-Asset Strategist Amy Trainor offers thoughts on rerisking, hedge ratios, and liability-hedging and return-seeking allocations.
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Amy Trainor, FSA

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Article
2023-03-31
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USA Inflation Alternatives Strategic allocation Emerging markets Public pension (DB) Insurance Family office Multi-Asset solutions Volatility Multi-asset iStrat Private pension (DB) Article Macro and market Portfolio construction Endowments & foundations Union (Taft Hartley) China
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What if…? Contemplating five big questions for 2022
Could there be policy, inflation, or market surprises in 2022? Multi-Asset Strategist Adam Berger weighs the possibilities and the portfolio implications.
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Adam Berger, CFA

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Article
2023-02-28
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Liability-driven investing Fixed income Private pension (DB) Article USA Strategic allocation Multi-Asset solutions Alternatives iStrat
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The evolution of derisking: Assessing new and time-tested liability-hedging ideas
As defined benefit plans contemplate the best path to their eventual “end state,” members of our LDI team update their liability-hedging research with a blend of traditional benchmark ideas and new opportunities to capitalize on changing market conditions and a broader investment universe.
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Multiple authors

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Article
2022-09-30
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