Themes and implications from the Global Fixed Income, Currency & Commodities Investment Quarterly meeting
Modestly but steadily lower returns
Is the gap closing between US equity returns and the rest of the world’s?
Michael takes a close look at the question of rising committed and unspent capital in private equity, and implications for investors.
Do we still see promise in emerging market growth?
Potential investment implications of IFRS 9 on bond and equity investment strategies like hedge accounting and derivatives.
Where is the value in emerging markets equities?