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.
Our Global Emerging Markets portfolio managers demonstrate why long-term investors are in a strong position to take advantage of compound earnings growth.
Dividend paying stocks offer investors income & a valuable source of total return in an environment of uncertain capital growth.
High-yield portfolios should now combine yield with dividend growth. Cash flow analysis helps determine if dividends are sustainable
Analysis of Japan's recent nation election. Positive market reaction also addressed.
Paper examining market reaction to economic improvement, & the likely outcomes when central banks unwind the aggressive monetary policies
Our newsletter provides the latest news and views impacting public funds.
Article examining the economic effects and investment implications of the US fiscal cliff agreement