Authors: Dipak Patel, ...
We believe that using a blend of quantitative analysis and qualitative inputs to curb or slow asset flows where necessary can help support long-term potential returns for clients. Read More
Authors: Ben Cooper, CFA, ...
Infrastructure investment offers compelling characteristics, including inflation-linked income, long-lived tangible assets and target returns of 10% – 12%. This has attracted flows of over US$240 billion... Read More
Author: Robert Scherfke, PhD
After a prolonged period of subdued global growth and substantial deflationary pressure, we are beginning to see an uptrend in nominal activity. A more stable growth environment across geographies and... Read More
Authors: Toby Johnston, ...
The upcoming US federal elections are important not only domestically, but for the rest of the world, as they capture many global themes. We explore the implications and risks of a Hillary Clinton or Donald... Read More
Author: George von Metzsch
What a difference a year makes; commodities are in a very different position relative to 12 months ago. Through the end of the third quarter, commodity total-return indexes have rallied strongly, with the... Read More