Themes from the quarterly Quantitative Beta Research Summit
This bulletin, written by Dr. David Kelly, addresses the Federal Open Market Committee meeting announcement on September 17.
Infrastructure roundtable: In-depth discussion in European Pensions magazine, involving executives from seven investment firms and consultancies.
Disruption and the core infrastructure investor
A systematic back-test of MSCI ESG ratings
This bulletin, written by Dr. David Kelly, addresses the impact that deflationary fears have had on the Fed's decision to postpone rate hikes.
The S&P 500 could hit 10,000 by the mid-2030s
Themes and implications from the Global Equities Investors Quarterly
We expect continued solid returns for emerging market debt (EMD) over the next six to 12 months, driven by healthy fundamentals, a supportive net issuance level and attractive valuations.