Weekly Bond Bulletin: What’s the alternative?
Yield in Europe is increasingly hard to come by, but with the European Central Bank (ECB) expected to ease monetary policy, should investors maintain their fixed income positioning?
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Infrastructure roundtable
Infrastructure roundtable: In-depth discussion in European Pensions magazine, involving executives from seven investment firms and consultancies.
What will higher interest rates mean for real estate?
What will higher interest rates mean for real estate? In the short term, the impact on real estate capitalization rates is likely to be minimal. It’s important to separate the impact of higher interest rates into short- and long-term effects.
What if we live in a low-return world? Implications for pension funds
Explores how institutional investors should reconfigure portfolio allocations/strategies in a world of low returns.
Progress on the road to fiscal stability
Article examining the economic effects and investment implications of the US fiscal cliff agreement
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Emerging market equities: Navigating the headwinds
Despite attractive valuations, emerging market equities have underperformed. Things are improving, but a headwind looms: monetary policy
Buying time to break Italy�s political deadlock
Analysis of Italy's highly volatile political environment, and the possible implications for the markets
The Weeky Brief: 18 October 2013
Market recap for the week, with consymer confidence & equities chart, economic data calendar, & market statistics
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