The current U.S. earnings growth downcycle has been largely consistent with the recent deterioration in macroeconomic momentum.
Markets, economy, stocks, growth, global, fixed income, international, asset classes
Key findings from the Multi-Asset Solutions Strategy Summit
Incorporating Environmental, Social & Governance
The US recovery is now the longest on record. Nobody knows exactly how much longer this expansion will last.
Our summer 2019 edition looks at UK pension buy and maintain strategies, the globalisation of real estate holdings and the importance of timing when investing in a volatile, late cycle environment.
Pension Pulse Summer 2019
UK pension funds are moving to globalise their real estate holdings, taking advantage of increased diversification benefits and greater scale of investment opportunities.
UK pension plans concerned about how to invest in a volatile, late cycle environment may want to consider two practices: continue effective rebalancing and don���t postpone further duration hedging in anticipation of rising rates.