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Archive February 2025
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Why U.S. Small- and Mid-Cap Equities Now?
By: Rob Lanphier, Tara Patock, Aaron Socker, and Aden Gebeyehu, William Blair
We believe the rationale for investors to look favorably on U.S. small- to mid-cap (SMID) equities has been building for several years, but as we have been reminded, relative valuation in comparison to large caps is not necessarily sufficient. In this article, we observe several factors that may already have begun to attract investor attention.
WEP-GPO Repeal: When Will Public Sector Workers Receive Adjusted Social Security Benefits?
Yesterday, the Social Security Administration announced that it is immediately beginning to pay retroactive benefits and will increase monthly benefit payments to public sector workers whose benefits have been affected by the Windfall Elimination Provision (WEP) and Government Pension Offset (GPO)..png)
Recent Supreme Court Decisions Signal Increased Investor Litigation
By: Carol C. Villegas and Danielle Izzo, Labaton Keller Sucharow LLP
This article discusses two recent Supreme Court decisions that impact safeguarding investors against securities fraud. The decisions have curtailed U.S. regulatory agency power, ultimately shifting the power from the SEC and their administrative courts and leaving investors with litigation in the U.S. court system as the only means of protection.
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NCPERS Study: Public Pensions Demonstrate Fiscal Strength as Average Funded Ratios Reach Five-Year High
- By: admin
- On: 02/24/2025 10:36:51
- In: Press Release
- Comments: 0
Annual Study Reveals Trends in Fiscal, Operational, and Business Practices
Legislative and Regulatory Outlook for Texas Public Pension Systems in 2025
By: Sherry Mose, City of Houston Deferred Compensation Plan and TEXPERS
The 2025 legislative session could bring opportunities and challenges for Texas public pension systems as lawmakers address cost-of-living adjustments, funding policies, and investment strategies, while TEXPERS pushes to preserve the proven effectiveness of local control.
NCPERS to Sponsor Public Pension Plan Mortality Study with Society of Actuaries Research Institute
- By: admin
- On: 02/19/2025 09:05:14
- In: Press Release
- Comments: 0
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2025 Outlook: Themes for a New Economic Landing
By: Saira Malik, Anders Persson, and Biff Ourso, NuveenThe world is settling into a new normal where economic growth, inflation, and interest rates are likely to be structurally higher. This higher elevation will require a new approach to portfolio construction; Nuveen’s Global Investment Committee offers themes for 2025 to help guide investors’ thinking.
2025 Investment Themes for Public Funds
By: Katie Comstock and Julie Becker, AonWith a new market vantage point entering 2025, opportunities exist for public pension plans to reevaluate fixed income portfolio construction, assess liquidity, reconsider private market allocations, and evaluate their governance processes.
REITs in 2025: Positioning for Growth in a Transforming Landscape
By: David Sullivan, NareitThis article covers the factors driving REIT performance, their strategic value in institutional portfolios, and how they are positioned to capitalize on economic trends, valuation shifts, and sectoral innovations in 2025.
Canadian Pensions' Role in Fostering a Stronger Canadian Domestic Economy: Let's Not "Boil The Ocean"
In recent remarks, Stephen Poloz, a former head of Canada’s central bank, reiterated the view that any effort to harness the pensions’ investing capacity domestically should be focused on very specific, targeted priorities.