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.
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.
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Scott McKee, Emerging Markets Corporate Bond portfolio manager, explores the opportunity set in corporate EMD
A summary of the factors driving global markets over the last month.
The UK population are returning to the polls, in a bid to resolve the Brexit impasse. Abundant uncertainties about the election result argue against significant positioning in sterling assets in either direction.