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Why stagflation is a concern for global investors - Pensions

While no-one can say for a fact what the economic fallout of the UK's vote to leave the European Union will be, the prospect of "stagflation" has …

Brexit: what has the market priced in? - TalkingPoint

The UK’s vote to leave the EU has resulted in a significant pullback in markets but investors should not over react to today’s volatility. …

Small cap equities and Brexit - Pensions

It will come as little surprise that the outlook for UK small caps at the moment is dominated by the EU referendum.<p>Typically, a big uncertain event …

Economic infographic: June 2016 - Pensions

Please note this website is for professional investors and their advisers, trustees of pension schemes and consultants in the UK only and should not …

Is helicopter money the next step for monetary policy? - Pensions

<i>“I think Bernanke is whipping this donkey that can only grow at 1% because he thinks it’s a racehorse that should be growing at 3! So he’s going to</i> …

What happened in global markets in May 2016? - Pensions

Please note this website is for professional investors and their advisers, trustees of pension schemes and consultants in the UK only and should not …

Do the Euro 2016 contenders offer equity investment opportunities? - Pensions

As investors in European equities, our focus is on stock-specific opportunities. We are agnostic as to where a company is based; what is important …

Russia cuts interest rates - Pensions

Russia has cut interest rates in line with expectations, taking the key rate from 11% to 10.5%. Speaking after the decision, central bank governor …

Infographics: Euro 2016 economic top trumps - Pensions

With the global economy and its struggles a major focus for investors, we took a look at the economic health of each nation involved in the Euro 2016 …

Property: a firm foundation for pension scheme derisking plans - Pensions

Given the continued trend by pension funds to reduce the risk of their investment strategies, we would argue that real estate offers some good …

Pension funds and index-linked gilts: a supply/demand mismatch made in hell - Pensions

– UK private sector defined benefit schemes already own an estimated 80% of the long-dated index-linked gilt market and potential demand is almost …

Consistent returns are the key to better pensions - Pensions

One of the biggest questions facing individuals is how to fund an adequate retirement. We have turned to the past to find some practical answers, …

Retirement

Investment Horizons: Issue 5 - Pensions

<b>Does “Big Food” face a showdown over sugar?</b><p>The rise in sugar consumption and its link with ill health could create serious problems for the food and …

Pensions

Are the trees getting in the way of the wood? - Pensions

As an industry, we are sometimes guilty of getting too bogged down in the minutiae. We sometimes forget that the main reason we are here is to ensure …

Retirement

Value investing: a brighter outlook for 2016? - Pensions

Is now the time to be value investing?<p>After a painful 2015 value investments have enjoyed a robust start to 2016, but can it last or will Brexit …

Japan Q1 GDP - Pensions

On the face of it, the Japanese economy rebounded in Q1 with a gain in GDP of 1.7% (annualised) after a drop in output at the end of last …

Economics

How will the dollar perform as interest rates rise? - Pensions

We analysed data stretching back to 1975, looking at the trade-weighted dollar before and after the Federal Reserve (Fed) starts the process of …

Economic infographic: May 2016 - Pensions

Please note this website is for professional investors and their advisers, trustees of pension schemes and consultants in the UK only and should not …

Is the impact of monetary stimulus waning? - Pensions

In recent years markets have been dominated by two key trends:<p>Extensive QE by the major Western central banks which has inflated the prices of many …

Economic infographic: March 2016 - Pensions

Please note this website is for professional investors and their advisers, trustees of pension schemes and consultants in the UK only and should not …

Economic and Strategy Viewpoint: April 2016 - Pensions

Global update: Panic over, what’s next? (page 2)<p>Markets have regained their risk appetite following action by central banks, a firming in commodity …

UK Budget 2016 review - Pensions

The Chancellor’s latest update could not have come at a more politically sensitive moment in time.<p>With his party split on the UK’s future within …

George Osborne

Barrineau’s blog: firm fundamentals fortify emerging market debt investors - Pensions

The recent recovery in emerging market assets has been solidly supported by the rebound in commodity prices. Since the February 11 lows for most …

Markets

Asset class returns – long-term forecasts - Pensions

In this report we outline the methodology used, which is based on a series of building blocks and estimates of risk premia, and surmise the key …

Emerging Markets

Central banks – the battle against falling inflation - Pensions

Is the ECB running out of ammunition?<p>For policymakers to maintain credibility, some argue it is time for something from outside the box.<p>Ahead of the …

Central Banks

Economic & Strategy Viewpoint – March 2016 - Pensions

• We have trimmed our global growth forecast to 2.4% for 2016. The inflation forecast for 2016 has also been reduced for the advanced economies but …

Emerging Markets

Energy sector - are dividends under threat? - Pensions

JPMorgan has announced that its energy sector losses, mainly the result of bad loans, could cost the bank as much as $2.8 billion.<p>It is a clear sign …