Pension Pulse Summer 2019
What would a Conservative government mean for sterling?
While weaker headline earnings growth in future quarters could unsettle investors, many underlying factors suggest corporate health remains strong. What is the full story for investment grade credit?
In evaluating climate risk in a potential equity investment, we consider both the physical aspects of climate change and the implications of the ongoing energy transition to a low carbon economy.
Listen to previous series on a variety of investment topics, asset classes and current themes
The key political, macro and credit risks that insurers may want to address in 2019.
European high yield spreads are still above their long-term tights, but that doesn’t take quality into account. Are fundamentals robust enough to justify taking more risks?
The US recovery is now the longest on record. Nobody knows exactly how much longer this expansion will last.
We expect another positive year for emerging market debt in 2020, with base case expectations of about 8% returns for emerging market hard currency, and 11% for emerging market local currency.