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.
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.
Demand/supply dynamics are creating investment opportunities in several value-added real estate subsectors.
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Analysis of Italy's highly volatile political environment, and the possible implications for the markets
Themes and implications from the most recent Global Fixed Income, Currency & Commodities Investment Quarterly