The U.S. Economy, Now Open for Business
The U.S. economy may be on track for a truly eye-opening expansion, with initial projections pointing to growth rates of 9% or even higher for 2Q.
When the Passive Index Is an Active Decision
Because of differences in passive indices, investors should understand how the one they choose will affect benchmarking.
SEC Division of Examinations Issues ESG Risk Alert
The Division issued the Risk Alert to 1) communicate its observations from past examinations and 2) address the Division’s areas of focus during upcoming examinations.
Equities Off to a Strong Start; Inflation Fears Haunt Bonds
U.S. equities outpaced global stocks in 1Q21. The 10-year U.S. Treasury yield hit its highest intraday yield in 15 months during the quarter.
2021—Starting Off with Gusto!
How the economy did in 1Q21, and the outlook ahead.
What We Found in Our Latest COVID-19 Survey of Investment Managers
The 3rd edition of our Coping with COVID-19 survey of investment managers focuses on plans for office reopenings and vaccination policies.
The Gray Areas in Green Bonds
A common challenge for those investing in green bonds is that there is no uniform set of requirements or standards. This makes analysis and monitoring critical.
The Story Behind Callan’s 2021 Capital Markets Assumptions
An explanation of Callan’s 2021-2030 Capital Markets Assumptions, how they were developed, and what changed from last year’s projections.
GameStopped—Or Just Getting Started?
A key issue highlighted by GameStop is the unintended consequences of zero-cost money and commission-free trading enabled by today’s highly stimulative monetary and fiscal policies.
Relief Bill Provides a Shot in the Arm to Corporate Pensions
The $1.9 trillion economic relief bill included another round of pension funding relief that reduces required, tax-deductible contributions for single-employer defined benefit (DB) plans.