Fixed-Income

People Moves
Schwartz Investment Counsel Announces PM Changes

Schwartz Investment Counsel, the investment adviser for the Ave Maria Mutual Funds, has announced several portfolio manager changes and promotions, effective Jan 1.

01.09.20
Fixed-Income
Colo. Plan Liquidates Floating Rate Debt Investment

A Colorado based plan has liquidated a floating rate debt investment.

01.03.20
Trends
2020 Traditional Investments Outlook

Expectations for the equity and bond markets in 2020 continue to be cautiously optimistic after a 2019 market that left bearish investors wishing they had kicked that sentiment down the road a year or two.

While many do not expect the market to perform in 2020 quite like it did in 2019, nonprofit investors are still not expecting their real spending targets to come under heavy pressure in the near-term as they gauge the economic cycle and its ability to sustain its growth trajectory.

01.02.20
Asset Study/Review
West Coast Plan Inverts Portfolio

A plan based on the West Coast has changed its portfolio.

01.02.20
Asset Study/Review
Kentucky Plan Hires Advisor For Cost-Benefit Analysis

A plan in Kentucky has hired a firm to provide a financial cost-benefit analysis related to unfunded pension liabilities.

12.24.19
Fixed-Income
Northeast Plan Eyes High-Yield, Global Fixed-Income Mgr. Terminations

A Northeast pension plan was expected to terminate two fixed-income managers at a meeting this week.

12.20.19
Hedge Funds Fixed-Income High-Yield
Northeast Plan Hires External Mgrs. For Int’l Equity, HY Bonds

A Northeast-based plan has concluded its search for outside managers to handle international equities and high-yield bonds.

12.18.19
Alternatives Fixed-Income Real Assets
Midwest Plan Hires New Private Equity Consultant

A Midwestern pension plan hired a new private equity consultant this week.

12.11.19
Fixed-Income
Great Lakes Plan Hires Core Bond Mgrs.

A Great Lakes pension plan hired a pair of domestic core bond managers last month.

12.11.19
Fixed-Income
Calif. Deferred Comp Plan Removes BlackRock Fund

A California deferred compensation plan voted to remove a BlackRock fund at a meeting this week.

12.10.19