Paper examining market reaction to economic improvement, & the likely outcomes when central banks unwind the aggressive monetary policies
Infrastructure roundtable: In-depth discussion in European Pensions magazine, involving executives from seven investment firms and consultancies.
North America, Europe, Middle East, Africa, Central America, South America, and Asia
Explores how institutional investors should reconfigure portfolio allocations/strategies in a world of low returns.
Article examining the economic effects and investment implications of the US fiscal cliff agreement
Article discussing how low growth, low yield environments are good for equity income investing.
Despite attractive valuations, emerging market equities have underperformed. Things are improving, but a headwind looms: monetary policy
Analysis of Italy's highly volatile political environment, and the possible implications for the markets