Latest Charts

Inflation rises in the face of stagnant wages

The Bureau of Labor Statistics released its June consumer price index data Friday morning, announcing that the price index for all urban consumers increased 2.9%, year over year, not adjusted for seasonality; 20 basis points higher than the month before.

PIMCO and T. Rowe add value in volatile 2018

PIMCO and T. Rowe Price led the 10 largest providers of institutional mutual funds in assets added from market appreciation through June 30 relative to their position at the start of the year. The three largest managers by AUM, Vanguard, Fidelity and American Funds, led the group in dollar value.

2018 money manager M&A: asset gathering or corporate synergies?

Through late May, there have been 18 money manager M&A deals involving $265.6 billion in assets under management or advisement. The deal count is half of the 36 deals made in all of 2017 and already equal to the number of deals in 2015.

PBOs are increasing, continue to hit the corporate bottom line

U.S. corporations with underfunded defined benefit plans saw their situations improve by an average $102 million in 2017 from 2016, while overfunded plans saw their funded status dip by about $19 million over the same period. The median corporate plan was underfunded by $129 million.

Winner’s curse hitting M&A market

Returns for companies on the acquiring end of M&A relationships dipped recently in the quarters their respective deals closed.

Charts

Inflation rises in the face of stagnant wages

The Bureau of Labor Statistics released its June consumer price index data Friday morning, announcing that the price index for all urban consumers increased 2.9%, year over year, not adjusted for seasonality; 20 basis points higher than the month before.

Charts

PIMCO and T. Rowe add value in volatile 2018

PIMCO and T. Rowe Price led the 10 largest providers of institutional mutual funds in assets added from market appreciation through June 30 relative to their position at the start of the year. The three largest managers by AUM, Vanguard, Fidelity and American Funds, led the group in dollar value.

Charts

PBOs are increasing, continue to hit the corporate bottom line

U.S. corporations with underfunded defined benefit plans saw their situations improve by an average $102 million in 2017 from 2016, while overfunded plans saw their funded status dip by about $19 million over the same period. The median corporate plan was underfunded by $129 million.