What would a Conservative government mean for sterling?
Our view over the past few quarters has been that EURUSD should be rangebound, as the cyclical outperformance of the US economy is offset by the eurozone’s relatively better balance of payments position.
The paper discusses the pportunities and risks that institutions should consider when investing in China’s A-Share and private equity markets.
Listen to previous series on a variety of investment topics, asset classes and current themes
EURUSD should be rangebound
Pension Pulse Spring 2019
As late cycle challenges arise, how can investors continue to build discipline in alternative portfolio construction?
Are your private credit allocations positioned for uncertainty?
With global recessionary risks rising, we provide a framework to help UK pensions prepare for near-term risks that could challenge the fulfillment of their sponsor covenants.