Should investors fear an erosion of the illiquidity premium?
Paper examining market reaction to economic improvement, & the likely outcomes when central banks unwind the aggressive monetary policies
What will higher interest rates mean for real estate? In the short term, the impact on real estate capitalization rates is likely to be minimal. It’s important to separate the impact of higher interest rates into short- and long-term effects.
Explores how institutional investors should reconfigure portfolio allocations/strategies in a world of low returns.
Article examining the economic effects and investment implications of the US fiscal cliff agreement
Article discussing how low growth, low yield environments are good for equity income investing.
Despite attractive valuations, emerging market equities have underperformed. Things are improving, but a headwind looms: monetary policy
4Q Guide to the Markets
Analysis of Italy's highly volatile political environment, and the possible implications for the markets