05/12/2023
Optimal Decumulation Strategies for Retirement Solutions
This paper focuses on the optimal decumulation strategies for retirement solutions in those countries with a defined-contribution plan.
News & Markets
355 news articles are available
05/12/2023
A November to remember
November has been an exceptional month with global 50% bonds and 50% equity allocation posting the second highest monthly performance in 30 years, just slightly below the Nov-2020 post Covid rebound. With inflation coming down, the communication from the Fed has changed turning more comfortable with the current levels of rates.
29/11/2023
Pension Funds Letter 19 - The twists and turns of responsible investing across the pension landscape
Inflation pressures may well have fallen as we near the end of 2023, but at times it can seem like they’re the only thing trending in the right direction.
29/11/2023
The next stage of ESG evolution in the pension landscape
A juggernaut that’s losing momentum or just refiring its engine?
28/11/2023
Recent economic data confirms our outlook
Last week business surveys in the Eurozone and macroeconomic data in the US (durable good orders) confirm our soft global economic outlook for 2023. In our just released Investment Outlook for 2024, we expect a global slowdown, with Emerging Markets set to remain more resilient compared to Developed Markets (DM).
23/11/2023
2024 Investment Outlook
The November Cross Asset issue is a special Outlook edition, featuring our key views as we enter 2024.
21/11/2023
Biodiversity: It’s Time to Protect Our Only Home - N°6 Chemicals & Pharmaceuticals sectors
This paper is the concluding section of a thematic paper series on biodiversity, resulting from the discussions we had during meetings dedicated to biodiversity engagement with various companies in the pharmaceuticals and chemicals sectors.
16/11/2023
Climate-Related Stress-Testing and Net-Zero Valuation
This paper proposes a methodology for quantifying the climate-related transition impacts on energy-intensive companies.
15/11/2023
ESG Thema #14 - Navigating the Net Zero landscape: a toolbox for investors
Existing solutions offer a wide range of opportunities for investors to align their portfolios with a Net Zero emissions scenario.