From this author
2024 Liability-Driven Investing Outlook: Are the Tides Turning for Pensions?
by David Phillips, Director, Liability-Driven Investment Strategies
January 3, 2024
Has the demise of pension plans been greatly exaggerated? With the right LDI strategies and funding in place, sponsors might manage cost and risk more effectively. See how different strategies can help.
Midyear LDI Outlook: Don’t Sleep on Your Pension Plan
by David Phillips, Director, Liability-Driven Investment Strategies
August 3, 2023
Early 2023 market returns have been surprisingly promising, but what does that mean for pension plans?
A Corporate Pension Inflection Point: Minding the Yield Curve
by Richard Fong, Managing Director, Investment Strategy; David Phillips, Director, Liability-Driven Investment Strategies
April 19, 2023
Plan sponsors may be in a better position than ever to preserve funded status. Explore retooling pension plans to better manage curve risk.
2023 LDI Outlook: It’s All About Balance
by David Phillips, Director, Liability-Driven Investment Strategies
January 18, 2023
Strike the right balance between risk and reward in pension plan funding.
What Can the UK’s LDI Turmoil Teach US Pensions?
by David Phillips, Director, Liability-Driven Investment Strategies; Richard Fong, Managing Director, Investment Strategy ; +1
November 21, 2022
The UK gilts curve shock highlights the importance of liquidity in pension plans.
2022 LDI Outlook: How Might 2022 Affect Pension Investment Decisions?
by David Phillips, Director, Liability-Driven Investment Strategies
March 4, 2022
Explore what 2022 might hold in store for pensions and their sponsors.