Posts by Ryan McGlothlin
FOURcast: October 2020
Our 4 phase framework forecasts markets are in an Uncertain environment
Read MoreWhen good tools are used inappropriately, bad things happen
No, all derivatives are NOT the same. Derivatives are a tool, nothing more, nothing less.
Read MoreInnovative investment strategies in volatile times
We find ourselves in difficult times. The global effects of COVID-19 have wreaked havoc on investment markets, on daily life, and on institutional investment pools such as pension funds and endowments.
Read MoreImproving expected returns: corporate defined benefit plans
Many corporate defined benefit pension plans utilize interest rate derivatives and/or Treasury STRIPS to manage interest rate risk.
Read MorePension investing – why equity derivatives now?
Equity returns of 15% or higher would usually be cause for celebration among corporate pension plan investors.
Read MoreSynthetic equity and pension plan de-risking
‘Glide paths’ refer to the strategy where a plan de-risks by selling return-seeking assets and buys bonds, at pre-agreed funding levels or levels of interest rates.
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