As headwinds build for traditional assets, we expect private equity to attract more new capital in 2020, but there are some pockets with high valuations where investors should be careful.
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.
With public equity markets trading close to all-time highs and low yields available from bonds, interest in private assets like infrastructure and private equity has risen.
This month we upgrade our view on equities following changes in central bank policy stances together with improvement in earnings revisions.
In this month's multi-asset views we discuss the potential for modest gains in risk assets, while remaining mindful that economic growth is weakening.
Snapshot: In our latest monthly update we highlight the need to strike a balance between improving valuations but worsening momentum indicators.