5/12/2024 Emerging Markets A short-lived crisis with long-lasting implications: first take on South Korea’s political event This paper examines the fallout of South Korea's political turmoil
5/12/2024 Retirement Where will returns come from? Pensions in a new economic reg... The article examines the impact of the 2024 elections on global markets and the search for returns in private and Asian emerging markets, highlighting...
5/12/2024 Retirement Solid equity performances keep funding ratios on a high The article highlights Q3 2024's market resilience, with strong equity returns stabilizing pension funding ratios despite volatility.
5/12/2024 Retirement European Securitisations: Risk and Opportunities for Pension... The article discusses the growth of European securitisations in 2024, highlighting their risks and opportunities for pension funds
3/12/2024 Equity What is in store for tech? Attractive opportunities can be found among the US and European cyclical tech stocks as well as within the Taiwanese and Korean semiconductor sectors.
3/12/2024 Retirement Pension Funds Letter 22 - New realities, new searches for re... 2024's elections will shape global markets. This article explores U.S. policy impacts on emerging markets, pension investment trends, and ESG integration.