Bond yields remain at or near historic lows around the world, leading to a substantial increase in the value of pension plan liabilities.
Infrastructure roundtable: In-depth discussion in European Pensions magazine, involving executives from seven investment firms and consultancies.
David Kelly, the Fed, interest rates
Explores how institutional investors should reconfigure portfolio allocations/strategies in a world of low returns.
Our newsletter provides the latest news and views impacting public funds.
Full report detailing JPM's long-term capital market return assumptions
Executive summary of JPM's long-term capital market return assumptions
Article examining the economic effects and investment implications of the US fiscal cliff agreement
Paper examining market reaction to economic improvement, & the likely outcomes when central banks unwind the aggressive monetary policies