Dan Watkins, Deputy CEO, Asset Management EMEA, provides a video update on the questions investors should be asking their aseet managers around BREXIT
Sorca Kelly-Scholte, Head of EMEA Pensions Solutions and Advisory Team, provides a video update on the main implications of BREXIT for pension firms.
"We expect continued solid returns for emerging market debt (EMD) over the next six to 12 months, driven by healthy fundamentals, a supportive net issuance level and attractive valuations. "
We enter the second quarter with a constructive view on emerging markets debt (EMD). In our view, the combination of a dovish Federal Reserve (Fed)*, Chinese stimulus and a stable servicing backdrop should lead to a stable returns profile
Currency movements based onbrexit's outcome.
We believe the Brexit negotiations will conclude with a relatively “soft” Brexit.
Market sentiment towards the Chinese currency has shifted significantly
EURUSD should be rangebound
In lower cost, liquid vehicles, alternative risk premia strategies can strengthen a risk-return profile.
Adding credit exposure to defined contribution (DC) defaults via an unconstrained multi-asset credit fund has the potential to enhance risk-adjusted returns and improve outcomes for DC plan members.