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
Our newsletter provides the latest news and views impacting public funds.
Dividend paying stocks offer investors income & a valuable source of total return in an environment of uncertain capital growth.
Why the US dollar may not be as overvalued as you think
This paper examines the U.S. commercial mortgage loan (CML) market and U.S. insurers’ investments in CMLs.
Includes discussion of Europe, the US, Japan, emerging markets, and infrastructure
Updated each quarter, this piece explores key themes from our Guide to the Markets, providing timely economic and investment insights.
Analysis of Italy's highly volatile political environment, and the possible implications for the markets