The current U.S. earnings growth downcycle has been largely consistent with the recent deterioration in macroeconomic momentum.
Markets, economy, stocks, growth, global, fixed income, international, asset classes
Key findings from the Multi-Asset Solutions Strategy Summit
Incorporating Environmental, Social & Governance
Themes and implications from the most recent Global Fixed Income, Currency & Commodities Investment Quarterly
The US recovery is now the longest on record. Nobody knows exactly how much longer this expansion will last.
Pension Pulse Summer 2019
Pension funds don���t face the many constraints that make buy and maintain strategies so well-suited to insurers, and can make use of these freedoms when designing portfolios to meet the liability-aware investment needs of pension funds.
Caught our eye: UK pension buy and maintain strategies could bring demand pressure to sterling corporate bonds
In an already tightly held market for sterling corporate bonds, even modest moves by UK pension funds to adopt buy and maintain strategies could create stiff competition for these assets.