Where can investors find sustainable sources of return?
The S&P 500 could hit 10,000 by the mid-2030s
The paper discusses the pportunities and risks that institutions should consider when investing in China’s A-Share and private equity markets.
What investors should consider
Bond yields remain at or near historic lows around the world, leading to a substantial increase in the value of pension plan liabilities.
While tariffs remain a concern, the key issue is the degree—which we deem moderate—of U.S. recession risk. The current global backdrop makes the U.S. dollar unlikely to strengthen. Earnings growth expectations are modest, valuations are undemanding
Potential investment implications of IFRS 9 on bond and equity investment strategies like hedge accounting and derivatives.