Explores how institutional investors should reconfigure portfolio allocations/strategies in a world of low returns.
Environmental, Social and Governance (ESG) in Emerging Markets
Given current and projected productivity and labor supply dynamics, productivity is unlikely to provide a significant lift to future growth.
While the latest news provides dramatic headlines, Until the UK population shifts one way or another, it is unlikely the position of UK parliament will change.
Emerging market debt is underpinned by a solid fundamental backdrop, but the local index is at all-time tights. A differentiated approach seems warranted.
An interview with Scott Simon, the CIO of Colorado Fire & Police
Emerging market (EM) central banks are following their developed market peers with easier monetary policy. What are the implications for EM debt?
Investment strategies for a late-cycle environment
This paper examines the U.S. commercial mortgage loan (CML) market and U.S. insurers’ investments in CMLs.
Transient market volatility has the potential to be thrilling