Expert Opinion

The value of stock selection in a low-return world


Despite this year’s extreme volatility, the past ten years have been an extraordinary time to be an equity investor. This can be seen by looking ...

Plan hibernation: a sleeping bear can still bite


Defined benefit pension plan sponsors who are interested in better pension risk management for their retirees have two main strategies to consider: They can either ...

What role can insurance-linked securities play in pension portfolios?


In a market rocked by a considerable increase in cross-asset volatility, the need to search for alternative means of diversification that embrace different sources of ...

Federal spending could be catalyst for industrials


The potential size and scope of future federal spending bills to bolster the economy, especially an infrastructure measure, would have important implications for the industrials ...

A path forward for institutional investors amid market headwinds 


The impact of powerful trends, including aging populations and growing debt levels in the world’s largest economies, has been somewhat mitigated in recent years by ...

Contex Group