Adverse scenario for the European Insurance and Occupational Pensions Authority’s EU-wide pension fund stress test and for the European Securities and Markets Authority’s money market fund stress-testing guidelines in 2019

Adverse scenario for the European Insurance and Occupational Pensions Authority’s EU-wide pension fund stress test and for the European Securities and Markets Authority’s money market fund stress-testing guidelines in 2019

🕔15:41, 3.Apr 2019

The European Supervisory Authorities, in cooperation with the European Systemic Risk Board (ESRB), are requested by legislation to use stress tests in order to assess the resilience of financial institutions or market participants to adverse market developments. As part of

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Searching for Growth in an Age of Disruption

Searching for Growth in an Age of Disruption

🕔13:03, 3.Apr 2019

Fees are under pressure faster than market expected – is asset management no longer a growth sector? C-Suite must define a growth agenda to regain stock multiple. For alpha growth, look to China and Alts. Wholesale banks must restructure and

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How Will Retirement Saving Change by 2050? Prospects for the Millennial Generation

How Will Retirement Saving Change by 2050? Prospects for the Millennial Generation

🕔13:03, 3.Apr 2019

We consider prospects for retirement saving for members of the millennial generation, who will be between ages 54 and 69 in 2050. Adequacy of retirement saving preparation among current and near-retirees is marked by significant heterogeneity, a characteristic that will

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A symphony of trades

A symphony of trades

🕔13:03, 3.Apr 2019

Macro Quarterly Calm after the storm—or before a new one? After the volatility of late 2018, 2019 has proven much kinder to global risk assets thus far. Ironically, in our view it was precisely the severity of market concerns about

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Integrating ESG Considerations in Portfolio Design

Integrating ESG Considerations in Portfolio Design

🕔13:03, 3.Apr 2019

Environmental, Social and Governance (“ESG”) factors are increasingly important to investors and fiduciaries. Asset owners representing tens of trillions of dollars are now signatories to the UN Principles for Responsible Investment, which include a commitment to incorporate ESG issues into

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Material change: a fve-step ESG checklist for trustees

Material change: a fve-step ESG checklist for trustees

🕔13:03, 3.Apr 2019

How can pension trustees prepare for new requirements on the fnancial materiality of environmental, social and governance (ESG) factors? ‘ESG considerations’ mean many things to many people – not least regulators, who are now viewing them as core to the

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Index investment strategy

Index investment strategy

🕔13:03, 3.Apr 2019

The first quarter of 2019 began with a bullish bounce back as better-than-feared earnings reports combined with a new dovish tone at the U.S. Federal Reserve to set markets on their way to recovery. With macro concerns at the fore

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U.S. Equities March 2019

U.S. Equities March 2019

🕔13:03, 3.Apr 2019

The S&P 500® was up 1.79% in March, bringing its YTD return to 13.07%. The Dow Jones Industrial Average® gained 0.05% for the month and rose 11.15% YTD. The S&P MidCap 400® fell 0.74% for the month and was up

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A sweet spot, but keep a sharp eye on the macro side

A sweet spot, but keep a sharp eye on the macro side

🕔09:23, 3.Apr 2019

Cross Asset Investment Strategy Risky assets have been in a very strong uptrend since the beginning of the year. The key question now is, where do we go from here? There are two main driving forces to focus on in

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Key investment themes for the second quarter

Key investment themes for the second quarter

🕔07:17, 3.Apr 2019

Richard lays out our views for the second quarter–including three refreshed investment themes. Global stocks have had a strong start of the year. Will the rally be sustainable? We see a repeat as unlikely and a narrower path for risk

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With policy in place, we’re now just waiting for the cycle

With policy in place, we’re now just waiting for the cycle

🕔02:01, 3.Apr 2019

Research & Strategy Insights March macro data have been mixed in the US (manufacturing output contracting and surveys softening vs. elevated in services) and the Eurozone (disappointing Purchasing Managers indices and core inflation vs. more upbeat domestic surveys) In March,

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