Analysis of Japan's recent nation election. Positive market reaction also addressed.
Analysis of Italy's highly volatile political environment, and the possible implications for the markets
Dividend paying stocks offer investors income & a valuable source of total return in an environment of uncertain capital growth.
Paper examining market reaction to economic improvement, & the likely outcomes when central banks unwind the aggressive monetary policies
Expected returns and correlations of asset classes.
Matching cashflows and managing liquidity in maturing pension funds illustrated in an easy to read infographic.
DC Pension Plans in the UK <br>An Analysis
A condensed version of the full report with a synopsis of our macro and asset class assumptions. US version.
What to expect in the next 15 years.
LTCMA 2019 Theme: Surviving the short term to thrive in the long term. Building investor resilience in a downturn.