Pension Pulse Summer 2018
Pension funds can build better portfolios by adopting strategies used by insurers
What would a Conservative government mean for sterling?
The US recovery is now the longest on record. Nobody knows exactly how much longer this expansion will last.
Emerging Market Equity Views : Favorable global cycle and USD outlooks create a positive environment
While tariffs remain a concern, the key issue is the degree—which we deem moderate—of U.S. recession risk. The current global backdrop makes the U.S. dollar unlikely to strengthen. Earnings growth expectations are modest, valuations are undemanding
US Economy Health Check chart book
The contribution of fiscal policy to global growth is poised to rise, what does this mean for our global economic outlook and portfolio positioning?
High-yield portfolios should now combine yield with dividend growth. Cash flow analysis helps determine if dividends are sustainable
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.