Regime shift from “lower for longer” toward reflation?
What are the potential investment implications of factor based investing?
What do our long-term growth and inflation forecasts say about today’s economy?
Why consider factor based fixed income investing?
What value does alternative beta bring to institutional portfolios?
Where do we see potential within alternatives?
Do we still see promise in emerging market growth?
Where do we expect bond yields to go?
Macroeconomic assumptions: Mostly stable, mostly moderate