This report explores the topic of DC scheme investment in alternative assets, particularly in light of new opportunities and the potential benefits that they could provide.
Strength in employment and inflation has caused markets to raise the implied terminal rate while still expecting the Fed to normalize policy – which is different from easing – in 2024.
Jim Masturzo looks at how, over the last two years, the world has witnessed a parabolic strengthening of the US dollar compared to its developed-market counterparts.
As global fixed income investors weigh their next moves, managers from BNY Mellon investment Management firms outline the opportunities and challenges.
Despite macroeconomic headwinds, commodities markets may offer attractive return potential this year in light of ongoing supply constraints and China’s reopening.
M&G believes we are ready and positioned for 2023. More importantly, they continue to hunt for the ‘known unknowns’ hoping to shed a speck of light on the ‘unknown unknowns’.
In this quarterly thematic review, we will look at the space and analyse the fourth quarter, as well as the full 2022 through the lens of performance, flows, and new launches.