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LDI Alert

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850495466
LDI Alert Interest rates Asset allocation Private pension (DB) Liability-driven investing Volatility Tactical allocation Article
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Time to derisk? Funded status up, but potential volatility ahead

LDI Team Chair Amy Trainor explains why US corporate DB plans may have a rare and limited opportunity to derisk and offers suggested action steps.

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By

Amy Trainor, FSA

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3 min
Article
2024-11-15
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
850495466
Volatility Asset allocation Liability-driven investing Private pension (DB) Credit Fixed income Tactical allocation LDI Alert Article
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Bank downgrades: Should LDI investors be worried?

Members of our LDI team discuss the implications of recent US bank credit-rating downgrades and offer potential next steps for corporate plan sponsors. 

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Multiple authors

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Article
2024-11-30
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
850495466
Liability-driven investing Credit Macro and market Private pension (DB) Fixed income LDI Alert Article Tactical allocation Multi-Asset solutions iStrat
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Keep your spread and earn on it too? The case for intermediate credit

Amid heightened volatility and an uncertain macro environment, members of our LDI Team see opportunity for corporate plans in the intermediate credit market.

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Multiple authors

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Article
2024-06-30
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
850495466
LDI Alert Liability-driven investing Fixed income program USA Portfolio strategy Private pension (DB) Article
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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By

Connor Fitzgerald, CFA

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Article
2023-06-30
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