Explores how institutional investors should reconfigure portfolio allocations/strategies in a world of low returns.
Approaches to fixed income investing - flexible versus conventional?
High-yield portfolios should now combine yield with dividend growth. Cash flow analysis helps determine if dividends are sustainable
Dividend paying stocks offer investors income & a valuable source of total return in an environment of uncertain capital growth.
Includes discussion of Europe, the US, Japan, emerging markets, and infrastructure
Updated each quarter, this piece explores key themes from our Guide to the Markets, providing timely economic and investment insights.
Despite the Swiss National Bank (SNB) continued to characterise the Swiss franc as highly valued, we suggest that any overvaluation may be illusory.
This paper examines the U.S. commercial mortgage loan (CML) market and U.S. insurers’ investments in CMLs.