27/04/2026 US equities hit new highs The S&P 500 hit an all-time high this week, with the longest-ever advance in semiconductors.
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...
17/11/2021 Global Outlook 2022 Investment Outlook - Investing in the great transformat... The world is preparing to face its greatest ever challenges: the energy transition to fight the inexorable climate crisis and the development of an inclusive...
9/11/2021 Capital Market Assumptions Asset Class Returns Forecasts - Q4 2021 As we enter the tail end of the Covid-19 recovery boost, authorities in developed markets are seeking to implement fiscal packages of varying degrees...
1/10/2021 Portfolio Strategy Shifts & Narratives #9 - Adapting equity portfolios to a re... The return of inflation is clearly one of the top themes of 2021 and the post-pandemic economic revival.
16/09/2021 Economy & Markets Shifts & Narratives #8 - Post-summer check-up on the regime ... Investors have enjoyed stellar performances over the last twelve months. A 60/40 traditional global equity/bond portfolio returned around 19% on a one-year...
23/08/2021 Real & Alternative Assets European commercial real estate: play the re-opening with qu... The European economy is emerging from its worst economic slump since the Great Depression. As the vaccine rollout progresses quickly across the continent,...
