This paper discusses the evolution of China’s economic policy after the 19th National Party Congress and how it impacts our view on Chinese equities.
The biggest problem in U.S. productivity growth has been a decline in investment spending.
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.
Many UK defined benefit (DB) pension funds are well along on their de-risking journey. What lies ahead now is relatively unexplored territory. Here we set out things to consider in building a runoff investment strategy.
We examine how negative cash flow impacts funding, risk and return for pension plans and provide insight on how plans are likely to adapt their investment strategies in response, taking into account current capital market conditions and our 2018
Demand/supply dynamics are creating investment opportunities in several value-added real estate subsectors.
The Guide to the Markets is a pioneer as the industry's leading resource for timely information on the market and economy
Analysis of Italy's highly volatile political environment, and the possible implications for the markets
Investment grade credit has been a standout performer in 2019. Given the ongoing macro uncertainty and recent spread tightening, can the rally continue?