Allocating to multi-asset credit managers, who seek out alpha opportunities without constraint, can improve risk-adjusted returns for the average DB plan.
This is close to being the longest economic expansion on record. Nobody knows exactly when it will end, so it’s worth considering what investments could rise in value when equities and other risk assets fall during the next downturn.
Jeff Geller discusses the Multi-Asset Solutions Strategy Summit and the team's approach to asset allocation research.
We believe the Brexit negotiations will conclude with a relatively “soft” Brexit. But, as current media headlines show, there are still a number of compromises that need to be made on both sides to seal the deal.
After a strong first quarter, risk assets continued their rally in April.
Today the Bank of England’s (BoE) Monetary Policy Committee met, and decided unanimously to keep interest rates on hold at 0.75%.
LTCMA Time Frame