Ryan ALM
Blog
It's Different This Time! Is it Really?
By: Russ Kamp, Managing Director, Ryan ALM, Inc. Having spent more than four decades in the investment pension/industry, I've seen more than enough cycles to know that history does repeat. The specifics of the trend/cycle may be different from one...
ARPA Update as of February 16, 2024
By: Russ Kamp, Managing Director, Ryan ALM, Inc. We hope that you enjoyed your President's Day. I remember way back in my grammar school years getting both Lincoln's (2/12/1809) and Washington's (2/22/1732) birthdays off from school. However, that fun was...
You Don't Say?
By: Russ Kamp, Managing Director, Ryan ALM, Inc. The WSJ recently produced an article that highlighted the US economic activity relative to the other leading developed nations of Europe and Asia, with a particular focus on both the UK and...
Try It, You'll Like It!
By: Russ Kamp, Managing Director, Ryan ALM, Inc. In 1971, Alka-Seltzer launched an Ad campaign with the now famous slogan "Try It, You'll Like It". I can't believe that it was nearly 53 years ago when that phrase first hit...
ARPA Update as of February 9, 2024
By: Russ Kamp, Managing Director, Ryan ALM, Inc. In case you were entirely focused on the PBGC's implementation of the ARPA legislation, the Kansas City Chiefs won Super Bowl 58 last night in a thrilling overtime win 25-22. What did...
The Funded Status Should Absolutely Drive AA
By: Russ Kamp, Managing Director, Ryan ALM, Inc. I had the opportunity to listen in on a conference panel yesterday in which the individuals of several public pensions were asked if the asset allocation frameworks for their pension systems were...
Corporate Pension Funding Improves Once Again
By: Russ Kamp, Managing Director, Ryan ALM, Inc. Milliman has once again released the results of its latest Milliman 100 Pension Funding Index (PFI), which analyzes the 100 largest U.S. corporate pension plans. Funding improved from December's 102.1 to 103.1...
Not Really!
By: Russ Kamp, Managing Director, Ryan ALM, Inc. There are always competing views within the investment community. That's what makes markets! However, there seems to be more unanimity these days surrounding the view that the Fed has accomplished its objective...
It Isn't Just Labor Market Strength
By: Russ Kamp , Managing Director, Ryan ALM, Inc. We, at Ryan ALM, Inc., have been saying "higher for longer" as it pertains to US interest rates. We have been focusing on the strength in the US labor market as...
ARPA Update as of February 2, 2024
By: Russ Kamp, Managing Director, Ryan ALM, Inc. Happy Monday. Here is the latest from the PBGC as they implement the ARPA legislation designed to secure the promises mad by nearly 200 struggling multiemployer plans. The PBGC is still not...