11/23/2020

Even the Turkey is Worried by Gary Dugan

The markets’ abiding hope is that the good news about a potential vaccine will overcome the near-term bad news about the impact of COVID-19 on global economic activity.

11/10/2020

Pension Markets in Focus 2020

A special feature forecasts the evolution of the value of retirement assets to Q3 2020 and examines the funding position of DB plans in 2020.

11/09/2020

What a Relief?

The market is probably right to have discounted the possible scaling of green policies and redistribution of wealth.

10/19/2020

Picking over the Laggards by Gary Dugan

The natural reaction of most portfolio managers in the wake of such good news would be to look to buy markets that have serially underperformed over the past seven months.