In the third quarter, emerging market (EM) earnings and earnings expectations cycles finally began to turn. Reported profits and margins rebounded off their cyclical lows and earnings estimates moved out of negative territory, diminishing a headwind that
This executive summary gives a broad overview of our 2018 Long-Term Capital Market Assumptions.
II_Democratization of HF_GLOBAL.pdf
Alternative beta: accessing hedge fund returns in a liquid, low-cost and transparent manner.
How do you determine the strategic mix of core vs. non-core real estate? Read our analysis to find out more.
Pension Pulse Spring 2019
A stable to improving alpha outlook offsets the beta drag
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.
This executive summary gives a broad overview of our 2019 Long-Term Capital Market Assumptions.
This full report is a comprehensive and detailed analysis of our 10-to 15 year asset class forecasts. US version.