UK wages grew at the fastest pace since 2008 in July, with the three-month average growth rate for wages including bonuses reaching 4% year on year.
Given our view that the global economy is just as likely to contract as expand over the next three-to-six months, is it now time to position fixed income portfolios more defensively?
What are the implications of quantitative tightening for the global bond market?
Matching cashflows and managing liquidity in maturing pension funds illustrated in an easy to read infographic.
This weekly update provides a snapshot of changes in the economy and markets and their implications for investors.
Themes and implications from the most recent Global Fixed Income, Currency & Commodities Investment Quarterly
Matching cash flows and managing liquidity in maturing pension funds
US investment grade yields are at an eight-year high, after considerable moves higher year-to-date. With midterm election uncertainty in the rear view mirror, could now be an opportune time to add some exposure?
Pension Pulse Summer 2018