A summary of the factors driving global markets over the last quarter.
Key findings from the Multi-Asset Solutions Strategy Summit
Caught our eye: UK pension buy and maintain strategies could bring demand pressure to sterling corporate bonds
In an already tightly held market for sterling corporate bonds, even modest moves by UK pension funds to adopt buy and maintain strategies could create stiff competition for these assets.
Michael discusses US-China trade war in context, the outlook for prescription drug price legislation, and an updated ideological scorecard for 2020 Presidential candidates.
As widely expected, the European Central Bank (ECB) today announced its intention to extend its quantitative easing (QE) programme by nine months at least until September 2018, leaving the door open to a further expansion in size and duration if conditi
Scott McKee, Emerging Markets Corporate Bond portfolio manager, explores the opportunity set in corporate EMD
Bill Eigen, CIO of Absolute Return and Opportunistic Fixed Income Investing, explains today’s fixed income markets.
Mountains and molehills: Achievements and distractions on the road to decarbonization, and what comes next
Michael discusses this year’s Eye on the Market Energy paper. Topics include the unattainable objectives of the Green New Deal, an overview of the world’s de-carbonization challenges, Germany’s energy transition and Trump’s War on Science.
This quarterly publication from our Pension Solutions and Advisory Group provides UK pension funds with timely updates on market trends, funding levels and the latest industry and product developments.