Infrastructure roundtable: In-depth discussion in European Pensions magazine, involving executives from seven investment firms and consultancies.
EURUSD should be rangebound
Dividend paying stocks offer investors income & a valuable source of total return in an environment of uncertain capital growth.
Explores how institutional investors should reconfigure portfolio allocations/strategies in a world of low returns.
High-yield portfolios should now combine yield with dividend growth. Cash flow analysis helps determine if dividends are sustainable
Paper examining market reaction to economic improvement, & the likely outcomes when central banks unwind the aggressive monetary policies
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.
In lower cost, liquid vehicles, alternative risk premia strategies can strengthen a risk-return profile.
Article examining the economic effects and investment implications of the US fiscal cliff agreement