Long Term Capital Markets Return Assumptions 2013 - Executive Summary
Executive Summary. Prolonged period of delevraging could mean low interest rates; subdued growth.
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2016 Long-term Capital Market Assumptions White Paper (US)
This full report is a comprehensive and detailed analysis of our 10-to 15 year asset class forecasts. US version.
A case for Europe
Vincent Juvyns and Alex Dryden discuss economic growth in the eurozone and the potential impacts of the slowdown in China and other emerging markets.
The Life Insurance Search for Yield - An Analysis of Recent Purchases
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.
Strategic Outlook - Q1 2013
Includes discussion of Europe, the US, Japan, emerging markets, and infrastructure
The Weeky Brief: 18 October 2013
Market recap for the week, with consymer confidence & equities chart, economic data calendar, & market statistics
Infrastructure roundtable
Infrastructure roundtable: In-depth discussion in European Pensions magazine, involving executives from seven investment firms and consultancies.
What will higher interest rates mean for real estate?
What will higher interest rates mean for real estate? In the short term, the impact on real estate capitalization rates is likely to be minimal. It’s important to separate the impact of higher interest rates into short- and long-term effects.
Fundamentally speaking: Duration outweighs valuation
Our Global Emerging Markets portfolio managers demonstrate why long-term investors are in a strong position to take advantage of compound earnings growth.
Japan's election result - A catalyst for a long-awaited rally?
Analysis of Japan's recent nation election. Positive market reaction also addressed.