Why should second quarter growth slow?
A slowdown is coming sooner rather than later. Investor should remain cautiously optimistic to environment growth, with a bias on quality and eye on duration.
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Is the global economy slowing?
Trade barriers, once constructed, are not easy to remove and their implementation is likely provide a slower backdrop for financial market performance.
Spread-Implied Ratings: Implications for insurance capital requirements
In this paper, we assess the potential risks associated with such a strategy by stressing capital requirements using spread-implied ratings.
What’s up with retail?
Over the past few years, real estate investors have constantly discussed the “death of retail” - put another way, as a greater share of consumer activity occurs online, the need for large, big-box retail properties has dwindled.
How effective would ECB rates cut be?
When a central bank moves interest rates there are three transmissions mechanisms between how rate movements directly influence the real economy.
Disruption and the core infrastructure investor
Disruption and the core infrastructure investor
Global Asset Allocation Views 4Q 2019
Factor Views 4Q 2019
Themes from the quarterly Quantitative Beta Research Summit
Retirement Insights: Guide to Retirement 2019 Edition
Sterling in the context of Brexit
Brexit outcome