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Economics

16OCT 2019

The "inescapable truths" one year on: what's changed?

A year ago we identified the disruptive and economic forces that we thought would shape the decade ahead for investors. These were our "inescapable truths". But do they still hold true?

2019

SEPTEMBER

30SEP 2019

Economics

How do presidential impeachments affect markets?

As US President Donald Trump faces fresh impeachment calls, we look at whether such inquiries in the past have moved markets.

30SEP 2019

Global Investor Study

The fund industry’s wake-up call: how investors want us to act

Jessica Ground, Global Head of Stewardship, explains why for companies, sustainability is no longer a “nice to have”, it’s an imperative.

25SEP 2019

Markets

Three ways you can prepare for tougher markets

Economic, market and regulation challenges mean the future is likely to be more difficult than the past. Here are three ways that pension funds can overcome these obstacles.

24SEP 2019

Markets

Eight charts that explain the growing importance of China A-shares

More and more international investors are turning their attention to the increasingly important China A shares market. Here’s why.

19SEP 2019

Markets

What market returns might investors expect over the next ten years?

Investors with high hopes might be disappointed with our forecast market returns over the next decade.

18SEP 2019

Markets

Has value investing been disrupted?

A disrupted company can still be a good investment if the price is low enough.

17SEP 2019

Markets

Fallen angels: why passive investors may face greater risks

Passive corporate bond investors could face significant losses when the next economic downturn hits. Active managers, however, have more flexibility and should be able to manage these risks more efficiently.