United States, Institutional

Changechevron_right
menu
search
Skip to main content

LDI Alert

Showing 5 of 5 Insights Posts
850495466
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Flipping the script: Our updated market outlook and the derisking/rerisking decision

Members of our LDI Team share an unusual outlook for equities and bonds and explain what it could mean for US corporate pension plans contemplating either derisking or rerisking moves from here.

Continue reading
event February 2025
6 min
Article
2026-02-28
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
850495466
Archived info
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.

Continue reading
event May 2024
3 min
Article
2025-05-06
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
850495466
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. 

Continue reading
event October 2023
Article
2024-10-27
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
850495466
Archived info
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.

Continue reading
event June 2023
Article
2024-06-27
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
850495466
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.
Continue reading
event June 2022
Article
2023-06-30
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.