Knowledge Centre

Your source for perspectives on industry challenges and opportunities affecting you and your clients.

Below are our five most recent Knowledge Centre materials. To view all materials, as well as filter by the markets we serve and by material type please visit our Knowledge Centre Archive.

  • Aug
    8
    2014

    Monthly Market Commentary - July 2014

    Continued developed-market economic growth was substantially diverse across regions, furthering the divergence of central bank monetary policy coordination. Bond markets delivered lackluster performance, while equities varied by region on rising volatility at month end. Even with somewhat elevated developed-market equity valuations and narrow credit spreads, we still see room for markets to move higher and would be inclined to buy on a correction.

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  • Aug
    7
    2014

    Is Infrastructure Worth a Closer Look?

    Cash-strapped governments are looking to lease or sell large-scale infrastructure assets to private investors or seek private investment in new infrastructure projects to support ongoing development. This has created investment opportunities for UK institutional investors, such as defined benefit pension schemes. [... More]

  • Aug
    7
    2014

    Defined Contribution Pension Survey July 2014

    Find out what poll respondents said about their defined contribution pension scheme governance, and their reaction to changes in the UK 2014 budget.

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  • Aug
    7
    2014

    Past Performance Can Matter

    We are consistently warned that “past performance is not indicative of future returns”, but does this historic investment adage actually hold true? Can we, in fact, derive some useful information from previous experience? [... More]

  • Jul
    28
    2014

    Annual Market Commentary - Second Quarter 2014

    Economies around the world continued to show signs of improvement in the third quarter of 2013, overcoming market volatility around the U.S. Federal Reserve’s next moves, the possibility of military intervention in Syria (in the early part of the quarter) and on-going woes in emerging markets. While positive developments were most notable in the U.S. and Japan, Europe also witnessed some signs of stabilisation and the U.K. appeared to be on an unexpectedly strong growth trajectory.

    [... More]

Knowledge Center Archive