The ECB’s forceful stimulus package surprised investors with an open-ended approach to a relaunched QE—asset purchases of €20 billion per month will continue until inflation starts to rise.
Incorporating Environmental, Social & Governance
Themes and implications from the most recent Global Fixed Income, Currency & Commodities Investment Quarterly
The US recovery is now the longest on record. Nobody knows exactly how much longer this expansion will last.
Our summer 2019 edition looks at UK pension buy and maintain strategies, the globalisation of real estate holdings and the importance of timing when investing in a volatile, late cycle environment.
UK pension funds are moving to globalise their real estate holdings, taking advantage of increased diversification benefits and greater scale of investment opportunities.
Pension funds don’t face the many constraints that make buy and maintain strategies so well-suited to insurers, and can make use of these freedoms when designing portfolios to meet the liability-aware investment needs of pension funds.
Pension Pulse Summer 2019