29/11/2023 Retirement The next stage of ESG evolution in the pension landscape A juggernaut that’s losing momentum or just refiring its engine? This question on ESG investing has come to the fore due to a confluence of exceptional...
1/12/2022 Retirement Pension funds: reorienting asset allocation in an inflation-fuelled world After a prolonged era of cheap money and double-digit returns, the sharp spike in inflation to its 40-year high in 2022 was a game changer.
9/06/2022 Economy & Markets The embarrassing legacy of financial capitalism: implications for investors Understanding how the legacies of the 'old economy' paved the way for a new macro-financial regime today, and implications for investors.
2/06/2022 Economy & Markets The myth of the fiscal free lunch: beware of the trap. An investor’s viewpoint Understanding why the idea of the fiscal 'free lunch' is an illusion while global debt remains at record highs, and moving into a more fragmented world.
18/01/2022 Economy & Markets Money and its velocity matter: the great comeback of the quantity equation of money in an era of regime shift Understanding the linkage between money velocity, psychology of inflation in the regime shift, and consequence for investors.
2/12/2021 Retirement DB plans in their End Game in the post-pandemic era An inopportune toxic confluence of three unrelated forces has badly undermined the finances of employer-sponsored defined benefit pension plans, in which...
7/10/2021 Retirement Strategic Asset Allocation for a Default Pension Plan This literature review discusses how to design a default life-cycle asset allocation for a defined contribution (DC) pension scheme.