Updated each quarter, this piece explores key themes from our Guide to the Markets, providing timely economic and investment insights.
Infrastructure roundtable: In-depth discussion in European Pensions magazine, involving executives from seven investment firms and consultancies.
Market recap for the week, with consymer confidence & equities chart, economic data calendar, & market statistics
We expect another positive year for emerging market debt in 2020, with base case expectations of about 8% returns for emerging market hard currency, and 11% for emerging market local currency.
Explores how institutional investors should reconfigure portfolio allocations/strategies in a world of low returns.
Private equity: A potential source for enhanced returns
Characteristics and Implementation Considerations for Private Equity
Disruption and the core infrastructure investor
Key findings from the Multi-Asset Solutions Strategy Summit
Impacts of disruption on the core infrastructure investor