Expert Opinion

Navigating a slow growth market environment


Navigating a world of low government bond yields and long-term expected returns on other asset classes is a major challenge for investors. The yield on ...

Bridging the knowledge gap on listed infrastructure


The rush to alternative assets among institutional investors is well-documented. Within this movement, allocations to infrastructure are becoming common. The promise is attractive: returns in ...

Dissecting China’s debt problem


China’s debt problem is serious, but the risk of a hard landing or banking crisis is, in my view, low. The reason is that the ...

Investment manager fees: Is competition working?


Investment management fees for certain asset classes have declined substantially, especially in sectors where managers have been under pressure from new competitors, cheaper alternative ...

What does the yield curve say?


A lot of ink has poured into the discussion of an inverted yield curve, and what it means, yet I am still unsure if ...

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