During the final quarter of 2024, bond yields rose predicated by the Fed’s easing cycle that began in September, producing negative total returns for bond
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The third quarter of 2024 saw notable shifts in the domestic capital markets, characterized by a year-to-date continuation in stock market performance which was
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The second quarter of 2024 began with an economy experiencing the effects of persistent inflation elements, partly due to ongoing deficit spending and rising
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Executive Summary:
- In the 4th Quarter of 2023, the markets faced renewed international conflicts, domestic political issues, and growing federal debt, which
Executive Summary:
- Of particular concern is the risk of a confidence crisis, potentially triggered by continued economic pressures and policy challenges
Executive Summary:
- Many recessionary signals are present in the economy, including an inverted yield curve, restrictive monetary policy, falling leading
Executive Summary:
o Q1 2023 saw a robust economy with lowering unemployment and persistent but slowly declining inflation, leading to doubts about the need
Executive Summary:
- Pension discount rates moved higher in 2022, improving funding ratios for a second consecutive year, making a hedging strategy such as
Executive Summary:
- Pension discount rates continue to move higher, expanding funding ratios to improved levels and offering an opportunity to stabilize
Executive Summary:
- Pension discount rates continue to move higher following the movement in US Treasury bonds resulting in pension plans obtaining higher
Executive Summary:
- Pension discount rates continue to move higher following the movement in US Treasury bonds resulting in pension plans obtaining higher
State of the Markets
Covid continues to be the largest threat to our economic growth, especially as the differing variants progress through the population