Risks assets have delivered very strong performance in recent months, notwithstanding last week’s volatility. At the same time, global bonds have not meaningfully sold off in this otherwise risk-on environment.
In this paper, we (1) discuss the key considerations for insurers when allocating to alternatives and (2) make the case for core alternatives strategies.
Guide to the Markets
A broad overview of our 2017 Long-Term Capital Market Assumptions
Pension Pulse Summer 2019
This full report is a comprehensive and detailed analysis of our 10-to 15 year asset class forecasts. US version.
Pension Pulse Spring 2019
This weekly update provides a snapshot of changes in the economy and markets and their implications for investors.
The US recovery is now the longest on record. Nobody knows exactly how much longer this expansion will last.
Pension Pulse Summer 2018