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February 22, 2021 03:58 PM

By the Numbers for February 2021

Aaron M. Cunningham
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    Pension risk transfer activity
    Annual volume by category (billions)
     
    Most recent transactions (millions)
    TypeSponsorDateAssets
    Deutsche BankFeb. 16$783
    Baxter InternationalFeb. 11$252
    Mowlem (1993) Pension SchemeFeb. 9$206
    DowFeb. 8$700
    KemperFeb. 2$205
    KemperFeb. 2$117
    Aberdeen City Council Transport FundJan. 27$315
    Lockheed MartinJan. 26$1,400
    Lockheed MartinJan. 26$793
    WeyerhaeuserJan. 26$765
    Evonik IndustriesJan. 19$738
    Evonik IndustriesJan. 19$93
    Marie CurieJan. 14$41
    For details on all recent pension risk transfers, clickhere.
    Monthly corporate funding ratio
    Trailing 12-month returns by asset class
    20202021
    JuneJulyAugustSeptemberOctoberNovemberDecemberJanuary
    BB U.S. Agg 8.7%S&P 500 12.0%S&P 500 21.9%S&P 500 15.1%S&P 500 9.7%S&P 500 17.5%Russell 2000 20.0%Russell 2000 30.2%
    S&P 500 7.5%BB U.S. Agg 10.1%MSCI EM 16.5%MSCI EM 10.4%BB U.S. Agg. 6.2%MSCI EM 15.0%S&P 500 18.4%MSCI EM 27.9%
    MSCI EM 2.1%MSCI EM 7.2%MSCI ACWI ex-U.S. 8.3%BB U.S. Agg 7.0%Global ex-U.S. fixed income 5.0%Russell 2000 13.6%MSCI EM 16.3%S&P 500 17.2%
    Cash 1.7%Global ex-U.S. fixed income 5.9%BB U.S. Agg 6.5%Global ex-U.S. fixed income 5.5%MSCI EM 4.9%MSCI ACWI ex-U.S. 9.5%MSCI ACWI ex-U.S. 10.7%MSCI ACWI 14.0%
    Global ex-U.S. fixed income 0.7%High Yield 4.1%Russell 2000 6.0%High Yield 3.3%High Yield 3.5%Global ex-U.S. fixed income 8.9%Global ex-U.S. fixed income 10.1%Global ex-U.S. fixed income 8.2%
    High Yield 0.0%Cash 1.5%High Yield 4.7%MSCI ACWI ex-U.S. 3.0%Cash 0.9%BB U.S. Agg 7.3%BB U.S. Agg 7.5%High Yield 7.4%
    MSCI ACWI ex-U.S. -4.8%MSCI ACWI ex-U.S. 0.7%Global ex-U.S. fixed income 4.6%Cash 1.1%Russell 2000 -0.1%High Yield 7.2%High Yield 7.1%BB U.S. Agg 4.7%%
    Russell 2000 -6.6%Russell 2000 -4.6%Cash 1.3%Russell 2000 0.4%MSCI ACWI ex-U.S. -2.6%Cash 0.8%Cash 0.7%Cash 0.6%
    Real Estate -15.5%Real Estate -13.2%Real Estate -12.0%Real Estate -16.6%Real Estate -21.5%Real Estate -10.5%Real Estate -9.2%Real estate -9.8%
    Commodities' turbulent ride
    Bloomberg Total Return Commodity index
    WTI Crude price per barrel
    Largest weightings in the Bloomberg Commodity index
    Sources: P&I Research Center; NISA Investment Advisors; Bloomberg LP
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