The U.S. economy should slow but not stall in 2019 due to fading fiscal stimulus, higher interest rates and a lack of workers. Even as unemployment falls further, inflation should be relatively contained.
Market participants remain focused on downside risks, leading pessimism, rather than optimism, to permeate the investment landscape
Andy Dacy talks about how the transportation asset class is evolving and where he currently sees the best investment opportunities.
How real estate and infrastructure can enhance returns and reduce volatility
An interview with Jeff Geller on HF investing within a multi asset portfolio.
WHILE MOST CORPORATIONS’ 10-K FILINGS WILL NOT BE AVAILABLE UNTIL LATE FEBRUARY, WE ANALYZED PRELIMINARY DATA ON PENSION PLANS THAT HAVE FISCAL YEAR ENDS BETWEEN JUNE 30, 2018 AND OCTOBER 31, 2018.
Themes from the quarterly Quantitative Beta Research Summit
Our Infrastructure Research Team tests core infrastructure’s resilience by putting a portfolio through three scenarios.
Vincent Juvyns and Alex Dryden discuss economic growth in the eurozone and the potential impacts of the slowdown in China and other emerging markets.
It is time to adopt a more diversified and thoughtful approach that recognizes the importance of valuations and relies less on that most naïve of all assumptions - the prospect of wisdom from Washington.