Where do we see potential within alternatives?
DC plans should consider adding multi-asset credit strategies to their default strategies
In lower cost, liquid vehicles, alternative risk premia strategies can strengthen a risk-return profile.
Adding credit exposure to defined contribution (DC) defaults via an unconstrained multi-asset credit fund has the potential to enhance risk-adjusted returns and improve outcomes for DC plan members.
Where can investors find sustainable sources of return?
Our view over the past few quarters has been that EURUSD should be rangebound, as the cyclical outperformance of the US economy is offset by the eurozone’s relatively better balance of payments position.
Should investors fear an erosion of the illiquidity premium?
What are the bright spots in fixed income?