Managing risk in turbulent times

Managing risk in turbulent times

🕔17:02, 2.May 2019

Four practical steps DB pension schemes can take to help them navigate volatile markets. 2018 will probably be remembered as the year volatility returned to the market. As highlighted in our CIO’s investment outlook, (Brace for a credit squeeze) there

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Can the gold industry return to the golden age?

Can the gold industry return to the golden age?

🕔17:02, 2.May 2019

Digging for a solution to the gold mining reserve crisis The gold industry finds itself at an inflection point between the recent era of cost out initiatives and balance sheet deleveraging, and an increasing need to focus on growth and

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TAA Model Allocation – as at April 2019

TAA Model Allocation – as at April 2019

🕔17:02, 2.May 2019

Global Outlook April 2019 The Multi-Asset team’s view on bonds, equities, commercial property and other assets affects asset allocation over the coming months. When making these asset-allocation decisions, we first consider the outlook for each asset class (e.g. government bonds),

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Why we see a renewed spring in Europe’s step

Why we see a renewed spring in Europe’s step

🕔15:37, 2.May 2019

Elga explains the reasons we see a European economic recovery in the second half of the year – including an easing of financial conditions, Chinese stimulus and solid domestic demand. Europe is still holding back global growth, having been a

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Is Your Portfolio Prepared for a Potential Wildfire?

Is Your Portfolio Prepared for a Potential Wildfire?

🕔15:02, 2.May 2019

#1: Understand Your Time Horizon In the decade since the global financial crisis, many investors have either actively steered—or ended up with—a large portion of their portfolios in investments tied to economic growth, namely stocks. However, as global growth begins

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A snapshot of current views on equity, fixed-income and alternative asset classes

A snapshot of current views on equity, fixed-income and alternative asset classes

🕔15:02, 2.May 2019

KEY TAKEAWAYS Equity momentum is strong and volatility measures have been on the decline. However, valuations continue to look less attractive. We expect a modest rise in interest rates in the short term. Inflation-linked bonds appear to be an attractive

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Q2 2019 OUTLOOK & REVIEW

Q2 2019 OUTLOOK & REVIEW

🕔15:02, 2.May 2019

QMA’s Global Multi-Asset Solutions Group The global economy may slow further in early 2019, given lingering trade uncertainty, a continued slowdown in China, and the lagged impact of tighter financial conditions in late 2018. However, global growth is likely to

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Central banks support a sharp market rebound

Central banks support a sharp market rebound

🕔15:02, 2.May 2019

Perspective from Franklin Templeton Multi-Asset Solutions In recent Allocation Views publications, we have highlighted concerns about the global economy and uncertainties in financial markets. These themes remain unchanged in our analysis. A return to long-run levels of market volatility since

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As no-deal risk subsides, UK interest rates should move higher

As no-deal risk subsides, UK interest rates should move higher

🕔11:46, 2.May 2019

Today the Bank of England’s (BoE) Monetary Policy Committee met, and decided unanimously to keep interest rates on hold at 0.75%. This was in-line with market expectations and so there was limited impact on UK markets. While rates remained on

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Understanding the Water-Energy-Food Nexus

Understanding the Water-Energy-Food Nexus

🕔11:22, 2.May 2019

Water. Energy. Food. Three vital components for sustainable development. The interaction of these factors is commonly referred to as the Water‑Energy‑Food Nexus (WEF‑Nexus). Changes in population, urbanization, diets and economic growth drive demand within each segment—creating complex challenges around the

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