Tag: Equities
Income Investing in Asia: Building Resilience with Asian REITs and Dividends
Against an uncertain global economic outlook, a stable income stream...
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Meeting the Need for a Sustainable and Resilient Water System
Hamish Chamberlayne, Head of Global Sustainable Equities, discusses how businesses...
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LDI Deep Dive Series (Part 5): Pulling the Pieces Together
Investors with long-term liabilities, like pension funds or life insurers,...
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Bullish Inversion: A Novel take on the Flattening Yield Curve
While many investors grimaced at the recent inversion of the...
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Diving in the Alphabet Soup
Key Points Although the market’s reaction was positive, the ECB’s...
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A DABB Market (Difficult Alpha and Bad Beta)
The big market themes are mostly negative for beta returns....
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Counter Inflation and Rate Hikes with a Short-Duration, Multisector Approach
Boston – Fixed income markets are experiencing a challenging start to...
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Capital Market Line: A Cycle That Favors Main Street Over Wall Street
In the previous cycle, economic growth was lackluster amid fiscal...
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Symmetric Adjustment of the Equity Capital Charge Under Solvency II – Analysis and Forecast for 2022
The Solvency II capital charge has become an important aspect...
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