Investment

Market commentary, 3rd Quarter 2019
09 October 2019

Markets were mixed for the quarter as investors digested potential risks and opportunities in the market.
Bridging the Gap Between Fiduciary Advice and Annuity Usage
By Michelle Richter | 30 July 2019

Holistic tools are sorely needed to give fiduciary advisers a bridge between “investment-oriented” retirement income generation and annuity-oriented approaches to retirement income.
Multiemployer Review: IRS expands determination letter program for retirement plans
By Carrie Vaughn | 30 July 2019

The determination letter program for certain retirement plans, previously restricted in 2017, will be expanded on September 1, 2019.
Market commentary, 1st Quarter 2019
11 April 2019

Markets were positive across the board for the quarter after the steep drawdown in late 2018.
Market commentary, 4th Quarter 2018
16 January 2019

Markets were mostly negative except for a few fixed income categories.
Market commentary, 3rd Quarter 2018
11 October 2018

Markets were mostly positive over the quarter except for some non-U.S. markets and long-duration bonds.
Market commentary, 2nd Quarter 2018
12 July 2018

Markets were mixed as volatility persisted due to investor unease regarding global trade.
Singapore: Retirement attitudes pulse survey 2018
By Mark Whatley, Juraidah Hussain | 27 June 2018

This Pulse highlights the results of Milliman’s retirement attitudes pulse survey conducted amongst human resources and other professionals who visited Milliman’s Employee Benefits booth at the HRM Asia HR Summit amp; Expo Asia in Singapore in May.
Market commentary, 1st Quarter 2018
13 April 2018

Markets showed signs of volatility as investors feared an uptick in both global protectionism and inflation expectations.
Surprising new research reveals the majority of Australian retirees spend less than the Government Age Pension
By Jeff Gebler | 14 February 2018

New research suggests mandatory and voluntary measures to boost super may not be enough to produce improved retirement lifestyles without a deeper understanding of the motivations driving retiree behaviour.

See More Articles

08 January 2018
Merger and acquisition case study: An acquisition in the institutional investment industry
Milliman helps an organization gain insight into the institutional investment industry and possible growth opportunities involved in a potential acquisition.
12 July 2017
Milliman Market Monitor London - 30 June 2017
European stock markets fell in June amid expectations for tighter central bank policies.
12 July 2017
Market Commentary - 2nd Quarter 2017
Markets were generally up as sentiment improved and easy monetary policies continued to be in effect through the quarter.
12 June 2017
Implementing an Alpha-Beta liability-driven investment strategy for a pension plan
Milliman helps a client manage funded status volatility and investment-related expenses for their defined benefit pension plan.
04 May 2017
Crisis and prices: Inflation and policy since the global financial crisis
This paper outlines recent monetary policies that were tasked with creating inflation and attempts to explain why these measures were not effective.
17 April 2017
Market commentary, 1st Quarter 2017
Markets were generally up across the board as improving prospects for global growth encouraged investors to take more risks.
30 November 2016
Milliman quarterly statistics data, Third quarter 2016
This report contains quarterly statistics data for markets around the world.
13 October 2016
Market commentary, 3rd Quarter 2016
Investors continued to be confident in an indefinite low rate environment as central bankers reaffirmed their commitment to unconventional monetary policy.