Blog
Archive April 2025
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Early Ramifications of the Trump Administration on Retirement Plans
In addition to the macroeconomic effects of President Trump's tariffs, the pending tax cuts, and the deregulatory policies of the U.S., there are some specific policy areas that will impact retirement plan investors.
Emerging Markets: 6 Key Themes for 2025
By: Paul Birchenough, Todd McClone, Casey Preyss, and Ian Smith, William Blair
Despite economic headwinds and uncertainty surrounding the new U.S. administration, we believe emerging markets (EMs) remain an efficient gateway to powerful secular themes, from technology-driven transformations to consumer growth stories across many regions.
Recent Amendments to Delaware’s “Books and Records” Statute and Their Effect on Stockholder Oversight
By: Robert Finkel and Adam Blander, Wolf Popper
This article from attorneys at Wolf Popper LLP discusses Delaware’s “books and records” statute—a powerful tool for pension funds investigating corporate misconduct—and whether recently enacted legislation has the potential to weaken this powerful tool.
Trade Wars: What Institutional Investors Need to Know
By: Ortec Finance
This latest report from Ortec Finance provides an in-depth look at the impact trade tariffs might have on financial market behavior in the short and long-term, and – crucially – the implications for institutional investors.
Public Pension Staff: Compensation, Benefits, and Workforce Trends
NCPERS has partnered with CBIZ again to conduct the 2025 Public Pension Compensation Survey (currently underway).
Save the Date: NCPERS 2025 Public Pension Funding Forum
Explore solutions for sustainable public pension funding, August 17–19 in Chicago at the Public Pension Funding Forum.
Unlocking the Power of a Strategic Allocation to Commodities
- By: admin
- On: 04/10/2025 10:59:54
- In: Press Release
- Comments: 0
By: David Chapman, L&G (Formerly LGIM America)
As a standalone asset class, commodities have recently been uninspiring to investors, even after the inflationary period that followed the pandemic. Investors seem to have two primary concerns for maintaining a strategic allocation to commodities: (1) Commodities became a strategic allocation for many institutions after the spike in prices prior to the GFC but have delivered lackluster absolute returns since then and (2) Inflation is episodic, and it is unnecessary to hold strategic exposure to combat this. However, when we look at the combination of current market themes and historical contributions of commodities to a balanced portfolio, we see ample reasons to allocate to this unloved asset class. In this article, we address concerns about commodity returns and highlight the significant, often overlooked, diversification benefits of this asset class beyond just inflation. We also share our current inflation outlook, which remains a relevant and timely topic.
How to Participate in the 2025 Public Pension Compensation Survey
Conducted annually by NCPERS and CBIZ, the survey captures in-depth compensation and bonus data on 90 common positions found at public pension funds, as well as details on benefits, fund oversight, salary increase planning, and bonuses.
The Campaign to “Green” Canada’s Large Defined Benefit Pension Plans: A Mini-Progress Report
By: Neil Hrab
The best of times, the worst of times for Canada’s green pension lobby. Environmental advocates urging Canadian pension funds to adopt greener portfolios have seen significant progress — but recent high-profile failures like Azure Power and Northvolt show the road ahead isn’t without bumps. In this thoughtful commentary, Neil Hrab explores the growing influence of Canada’s green investment lobby, the challenges posed by recent controversies, and a potential path forward rooted in expertise and risk management.
