Matching cash flows and managing liquidity in maturing pension funds
What do our long-term growth and inflation forecasts say about today’s economy?
Where do we see potential within alternatives?
Do we still see promise in emerging market growth?
Where do we expect bond yields to go?
New technology could boost productivity and, in turn, economic growth, but relatively full equity valuations and low bond yields pose cyclical challenges.
EM currencies have struggled when the PMI has been falling, and thus its equity returns have underperformed versus the U.S. and other developed markets.
G4 government bonds: A slow road to low yields