Why dividend growth strategies offer a compelling alternative as monetary policy normalises
Paper examining market reaction to economic improvement, & the likely outcomes when central banks unwind the aggressive monetary policies
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Infrastructure roundtable
Infrastructure roundtable: In-depth discussion in European Pensions magazine, involving executives from seven investment firms and consultancies.
Policy announcement from the Bank of Japan: A perfect move from the new governor
Analysis of the Bank of Japan's aggressive new monetary policies designed to tame inflation down to 2%
Japan's election result - A catalyst for a long-awaited rally?
Analysis of Japan's recent nation election. Positive market reaction also addressed.
What if we live in a low-return world? Implications for pension funds
Explores how institutional investors should reconfigure portfolio allocations/strategies in a world of low returns.
Progress on the road to fiscal stability
Article examining the economic effects and investment implications of the US fiscal cliff agreement
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11_1089
Emerging market equities: Navigating the headwinds
Despite attractive valuations, emerging market equities have underperformed. Things are improving, but a headwind looms: monetary policy
The Weeky Brief: 18 October 2013
Market recap for the week, with consymer confidence & equities chart, economic data calendar, & market statistics
11_1088
11_1088