Paper examining market reaction to economic improvement, & the likely outcomes when central banks unwind the aggressive monetary policies
Private equity: A potential source for enhanced returns
Characteristics and Implementation Considerations for Private Equity
Infrastructure roundtable: In-depth discussion in European Pensions magazine, involving executives from seven investment firms and consultancies.
Analysis of the Bank of Japan's aggressive new monetary policies designed to tame inflation down to 2%
Analysis of Japan's recent nation election. Positive market reaction also addressed.
Explores how institutional investors should reconfigure portfolio allocations/strategies in a world of low returns.
Article examining the economic effects and investment implications of the US fiscal cliff agreement
Despite attractive valuations, emerging market equities have underperformed. Things are improving, but a headwind looms: monetary policy