Automation and artificial intelligence (AI) can boost productivity and long-term economic growth, but fears of joblessness are a real concern.
One of the mysteries of American economics is the emphasis on a ���strong dollar.��� Today���s overvalued-dollar has kept inflation too low and, for years, hurt U.S. manufacturing.
Mostly stable, mostly moderate
Cyclically lower, structurally unchanged
We examine how negative cash flow impacts funding, risk and return for pension plans and provide insight on how plans are likely to adapt their investment strategies in response, taking into account current capital market conditions and our 2018
Reaching for yield, which we define as buying bonds with wider spreads after controlling for sector and rating impacts, is a topic that frequently arises in the life insurance industry.
Where do we expect bond yields to go?
UK pension plans concerned about how to invest in a volatile, late cycle environment may want to consider two practices: continue effective rebalancing and don���t postpone further duration hedging in anticipation of rising rates.
Where do we see potential within alternatives?