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LDI Alert

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Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
Time to rethink your return-seeking allocation?
Multi-Asset Strategist Amy Trainor explains why corporate defined benefit plans may want to consider structural allocations to defensive equities and diversifiers.
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Article
2023-09-30
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
Intermediate credit: A compelling LDI opportunity?
While it has been a painful start to the year for credit investors, Portfolio Manager Connor Fitzgerald sees a structural case for intermediate credit and a potential near-term window of opportunity.
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Article
2023-06-30
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
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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Article
2023-03-31
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
LDI Alert — Time to prepare for a “clear skies” environment?
Funded-ratio improvements and the associated derisking opportunity can be short-lived. LDI Team members Bill Cole and Connor Fitzgerald offer ideas to help plans ensure they’re ready.
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2022-01-31
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.