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The State of the DC Industry, 10 Years Post-PPA (June 2016)
This year marks the 10-year anniversary of the landmark Pension Protection Act in the US, and there is plenty to celebrate. How can we continue to help improve retirement outcomes for plan participants?
Global Macro Shifts: Emerging Markets: Mapping the Opportunities (June 2016)
This issue of Global Macro Shifts argues that the key to successful investment in emerging markets lies in distinguishing the more resilient markets from the more vulnerable ones.
The Contrarian Case for Energy (April 2016)
An eventual recovery in oil prices may, in fact, be more likely than suggested by some market participants.
Value Unbound: The Implications of a Nascent Value Revival (April 2016)
Is the relative outperformance of global value stocks compared to growth stocks in the early months of 2016 an early sign of a long-awaited value recovery?
Private Real Estate Co-Investing Today: Opportunities and Challenges (March 2016)
An overview of the benefits of including co-investments/joint ventures alongside primary fund investments.
2016 Long-Term Capital Market Expectations (March 2016)
Annual review of the data and themes driving capital markets to build asset return expectations for different asset classes for the next five to ten years.
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