U.S. Monthly Pension Monitor

Oregon Trail

Better-than-expected inflation report drove interest rates lower and equities higher in June

In June’s Monthly Pension Review, we discuss fixed income portfolio positioning, what levers shape these allocation decisions and funded status and market updates.

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SLC-20240705-3687386

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June

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September

Q4

October

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December

Q1

March

SLC-20240212-3383451