Head of Pensions, Strategic Client Solutions
The investment world has changed in seemingly contradictory ways. There are more opportunities to add value, but also easier ways to default to market returns. The relationship between pension funds and their asset managers needs to be reset with new rules of the game, to reflect these changes
Senior Political Economist
Headwinds to the global economic expansion are building, as monetary policy becomes more restrictive and trade policy frictions mount
Head of US High Yield Research
With high yield spreads approaching post-crisis lows, we examine the drivers behind recent strength in the market and offer our views on how to position for success going forward.
Investment Director, Global Strategy
Six years ago, in the wake of the global financial crisis, we undertook a study on the effects of unconventional monetary policy on the currency market. Central banks are now attempting to reverse these policies, so we revisited this work to suggest the likely implications for future exchange rate trends.