What are the bright spots in fixed income?
Themes and implications from the Global Fixed Income, Currency & Commodities Investment Quarterly
Bill Eigen, CIO of Absolute Return and Opportunistic Fixed Income Investing, explains today���s fixed income markets.
Equities continue to look attractive relative to fixed income, and could very well move higher in the short-term given firmer economic data and a Fed on hold.
The biggest problem in U.S. productivity growth has been a decline in investment spending.
Markets are increasingly nervous about the impact of the trade war on US corporate earnings and business investment.
UK pension funds are moving to globalise their real estate holdings, taking advantage of increased diversification benefits and greater scale of investment opportunities.
In recent years, defined contribution (DC) plans have often found it difficult to focus on investment as they have grappled with a series of legislative and regulatory changes.
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.