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.
Themes and implications from the most recent Global Fixed Income, Currency & Commodities Investment Quarterly
Updated each quarter, the Guide to the Markets illustrates a comprehensive array of market and economic trends and statistics.
Reaching for yield, which we define as buying bonds with wider spreads after controlling for sector and rating impacts, is a topic that frequently arises in the life insurance industry.
Updated each quarter, this piece explores key themes from our Guide to the Markets, providing timely economic and investment insights.
This full report is a comprehensive and detailed analysis of our 10-to 15 year asset class forecasts. US version.
Infrastructure roundtable: In-depth discussion in European Pensions magazine, involving executives from seven investment firms and consultancies.
Explores how institutional investors should reconfigure portfolio allocations/strategies in a world of low returns.