Bond yields remain at or near historic lows around the world, leading to a substantial increase in the value of pension plan liabilities.
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.
Helping clients build better portfolios
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
John Bilton, Head of Global Multi-Asset Strategy, discusses the themes of our 2017 Long-Term Capital Market Assumptions.
DC plans should consider adding multi-asset credit strategies to their default strategies
Our newsletter provides the latest news and views impacting public funds.
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.