By: Russ Kamp, Managing Director, Ryan ALM, Inc. Is bigger better? Do firms that have huge research staffs perform better than investment shops that don't have the same internal resources? How do you know? Where do experience and expertise get...

By: Russ Kamp, Managing Director, Ryan ALM, Inc. I hope that you had a wonderful Thanksgiving holiday. We are pleased to provide the weekly update on the PBGC's activity as it relates to the ARPA legislation. As one would imagine,...

By: Russ Kamp, Managing Director, Ryan ALM, Inc. With great anticipation, the Federal Reserve's notes from the November 2nd meeting were released at 2 pm EST. Immediately, both equity and bond markets rallied. I was sure that there must have...

By Russ Kamp, Managing Director, Ryan ALM, Inc. I don't know Bob Michele, JP Morgan's CIO for fixed income, but I absolutely agree with his sentiment when he said on Bloomberg Television’s “Wall Street Week” that "bonds are back"! He...

By: Russ Kamp, Managing Director, Ryan ALM, Inc. As we begin this holiday week, we at Ryan ALM, Inc. wish you and yours a very Happy Thanksgiving! The window has been opened for Priority Group 5 multiemployer pension plans (effective...

By: Russ Kamp, Managing Director, Ryan ALM, Inc. Early this week I published a post titled "I Don't Get It" , in which I questioned the incredible reaction of market participants to last week's modest improvement in the inflationary environment....

By: Russ Kamp, Managing Director, Ryan ALM, Inc. We are pleased to provide you with the latest update related to the ongoing implementation of ARPA's pension legislation. As we've discussed in recent updates, we were in a quiet period as...

By: Russ Kamp, Managing Director, Ryan ALM, Inc. One of my favorite movies is "Big" starring Tom Hanks, John Heard, Elizabeth Perkins, and many others. You may recall that Tom Hanks is constantly challenging John Heard's character (Paul) by stating...

By: Russ Kamp, Managing Director, Ryan ALM, Inc. Yesterday, Ryan ALM was invited to participate in a "Lunch and Learn" event with a major asset/liability consulting firm. Our agenda was to provide education related to Cash Flow Matching (CFM), which...

By: Russ Kamp, Managing Director, Ryan ALM, Inc. A trip to visit my daughter in Copenhagen, Denmark kept me away from providing an update last week. I would highly recommend that you visit that city/country if you can as it...