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Giving China its rightful share in your portfolio
Giving China its rightful share in your portfolio
Chinese stocks are a major new investment opportunity, yet they are under-represented in most portfolios, say Laurens Swinkels and Jaap Hoek.
23-10-2019 | 5ヵ年アウトルック
5-year Expected Returns: Escaping the hall of mirrors
5-year Expected Returns: Escaping the hall of mirrors
This year’s theme of our 5-year outlook, ‘Escaping the hall of mirrors’, is inspired by the peculiar conditions investors face in today’s financial markets.
01-10-2019 | 5ヵ年アウトルック
Time to get defensive?
Time to get defensive?
It’s one of the best-known acronyms in finance – and it remains a good indicator of where stocks might go.
12-11-2018 | 5ヵ年アウトルック
‘Investors need to continue climbing the wall of worry’
‘Investors need to continue climbing the wall of worry’
Five-year Expected Returns in a five-minute video.
17-10-2018 | ビデオ
Expected Returns: Patience is a virtue
Expected Returns: Patience is a virtue
Modest returns on equities and bonds that are still in negative territory mean investors will need to be patient, our new five-year outlook predicts.
08-10-2018 | 5ヵ年アウトルック
5-year Expected Returns: Patience is a virtue
5-year Expected Returns: Patience is a virtue
Download our Expected Returns 2019-2023 report (116 pages).
28-09-2018 | 5ヵ年アウトルック
Longer-term Expected Returns
Longer-term Expected Returns
18-09-2017 | 5ヵ年アウトルック
5-year Expected Returns: coming of age
5-year Expected Returns: coming of age
18-09-2017 | 5ヵ年アウトルック
Manager selection is key when investing in illiquid assets
Manager selection is key when investing in illiquid assets
As institutional investors search for higher returns and better opportunities for diversification, they often opt for illiquid investments.
29-09-2015 | インタビュー
White paper on the ins and outs of illiquid investments
White paper on the ins and outs of illiquid investments
Investing in illiquid asset classes has become increasingly widespread among pension funds in the last few decades.
24-09-2015 | リサーチ