Should investors fear an erosion of the illiquidity premium?
Caught our eye: UK pension buy and maintain strategies could bring demand pressure to sterling corporate bonds
In an already tightly held market for sterling corporate bonds, even modest moves by UK pension funds to adopt buy and maintain strategies could create stiff competition for these assets.
A summary of the factors driving global markets over the last month.
High-yield portfolios should now combine yield with dividend growth. Cash flow analysis helps determine if dividends are sustainable
We are upgrading our view on equities to reflect early signs of an upturn in macroeconomic data, falling recession risk and an increase in the chance of at least a limited U.S.-China trade deal.
A weekly review of global markets and multi-asset portfolios
Key findings from the Multi-Asset Solutions Strategy Summit
As widely expected, the European Central Bank (ECB) today announced its intention to extend its quantitative easing (QE) programme by nine months at least until September 2018, leaving the door open to a further expansion in size and duration if conditi
Global markets and multi-asset portfolios
Strategies typically used by insurers can help European pension funds build stronger fixed income portfolios.