We believe the Brexit negotiations will conclude with a relatively ���soft��� Brexit. But, as current media headlines show, there are still a number of compromises that need to be made on both sides to seal the deal.
To build or not to build? To buy or not to buy? Join us in exploring the current commercial real estate market outlook.
LTCMA 2019 Theme: Will debt be a drag?
Equities continue to look attractive relative to fixed income, and could very well move higher in the short-term given firmer economic data and a Fed on hold.
The existing Brexit deal has once again failed to win the backing of a majority in parliament.
Our view over the past few quarters has been that EURUSD should be rangebound, as the cyclical outperformance of the US economy is offset by the eurozone���s relatively better balance of payments position.
A summary of the factors driving global markets over the last month.
Using our 2019 Long-Term Capital Markets Assumptions and our estimate of the average current pension profile, we projected forward the buyout position of the average UK pension scheme.
We further discuss how institutional investors can protect their portfolios from late cycle headwinds and rising volatility so that they can be positioned for long-term success.