Pension Pulse Spring 2019
Like summers, economic expansions do not last forever. The US recovery is now the second longest on record. There is nothing to suggest it will end in the near future, so the broad prognosis for risk assets remains good. But we know that—like weather fore
Executive Summary. Prolonged period of delevraging could mean low interest rates; subdued growth.
What to expect in the next 15 years.
A broad overview of our 2017 Long-Term Capital Market Assumptions
Full 62-page report with analysis of all asset classes.
Pension Pulse Summer 2018
Time-tested projections for resilient portfolios
This paper discusses the evolution of China’s economic policy after the 19th National Party Congress and how it impacts our view on Chinese equities.