What investors should consider
Bond yields remain at or near historic lows around the world, leading to a substantial increase in the value of pension plan liabilities.
The stakes are high, since the internet has been a key driver of growth and consumer welfare for the last 20 years. What are the implications if Net Neutrality is repealed?
How hedging against rising rates with credit—rather than sovereign bonds—can offer a better trade-off between liability-relative risk and return.
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
A case for private core infrastructure
NEST announced today (15 May) that it has awarded a high yield bond mandate to J.P.Morgan Asset Management to further diversify members’ portfolios and offer attractive returns in an otherwise low-yielding fixed income environment.