LTCMA 2017 Macroeconomic Assumptions
With global recessionary risks rising, we provide a framework to help UK pensions prepare for near-term risks that could challenge the fulfillment of their sponsor covenants.
An update from the front lines of the Trade War, with a focus on implications for investors.
The Guide to the Markets is a pioneer as the industry's leading resource for timely information on the market and economy
Using our 2019 Long-Term Capital Markets Assumptions and our estimate of the average current pension profile, we projected forward the buyout position of the average UK pension scheme.
Our view over the past few quarters has been that EURUSD should be rangebound, as the cyclical outperformance of the US economy is offset by the eurozone’s relatively better balance of payments position.
Markets, economy, stocks, growth, global, fixed income, international, asset classes
Michael takes a close look at the question of rising committed and unspent capital in private equity, and implications for investors.