Expert Opinion

The value of stock selection in a low-return world

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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

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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?

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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

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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 

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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