Alera Group Insights

Perspectives from our thought leaders and experts across the country.

AREAS OF EXPERTISE

Asset Liability Immunization Strategy (ALIS) Insights 3rd Quarter 2025 Outlook

Strong Q2 risk asset performance, alongside a steepening interest rate curve, led to notable improvements in the funded status of US corporate defined benefit pension plans over the second quarter.

August 13, 2025

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Asset Liability Immunization Strategy (ALIS) Insights 2nd Quarter 2025 Outlook

The first quarter of 2025 was marked by significant policy uncertainty, especially related to tariffs, which contributed to market volatility and a decrease in pension funded status for typical corporate defined benefit plans as liability performance outpaced asset performance.

May 29, 2025

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Asset Liability Immunization Strategy (ALIS) Insights 1st Quarter 2025 Outlookization Strategy (ALIS) Insights 1st Quarter 2025 Outlook

The fourth quarter of 2024 produced rising bond yields due to the Fed’s easing cycle over inflation and deficits, resulting in negative bond returns while the domestic equity market saw positive returns, despite significant dispersion amongst the various sectors.

March 4, 2025

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THOUGHT LEADERSHIP

Corporate Insight

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