Contributor: Daniel A. Scholz, CFA
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A Case for TIPS in an NDT Asset Allocation
As we are all well aware, stubbornly high inflation dominated headlines in 2022 and has been a significant contributor to elevated market volatility. Even if the stubbornly high inflation of 2022 is beginning to abate in Q1 2023, the lessons it can teach us remain relevant. It should be no surprise that inflation protection strategies…
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Getting Into the Right ZIP Code on Mortality Assumptions
NISA is excited to announce a collaborative effort with Club Vita to help plan sponsors get a better assessment of the impact of mortality assumptions on their pension plans. A formal press release on this will be issued in the next few days. This effort leverages the data and mortality analytics developed by Club Vita…
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Longevity Assumptions – Don’t Let Them Kill You
Around the office, we have found longevity to be an engaging topic. A conversation about expected lifespans can quickly attract a small gathering of people observing and participating in the dialogue. Why? One answer is that it could be very primal – people are genetically programmed to think about survival, how long they might live,…
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Eureka! A Discovery in Gold That Even Non-Gold Investors May Like
Gold is a hot topic these days. It is not hard to understand why: negative real yields exist on inflation protected U.S. Treasuries (TIPS) all the way out the curve, monetary policy has inflation hawks standing at full attention, and the recent performance of the U.S. dollar has left a lot to be desired. That…