All Developed Market articles – Page 12
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White papers[Summary] Outnumbered but not outpaced – the bold change we need for female fund manager talent to break through
While financial services has made some progress towards parity, asset management remains an outlier with only 7% female representation. Alison Jefferis argues that it’s time to embrace bold change to redress the balance as the industry is missing out on a deep pool of talent and resources.
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White papersOur Convictions: March 2017
No major changes on the macroeconomic front last month, but, rather, a confirmation of trends that we had already factored into our asset allocation.
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White papersBehavioural Interventions Series: Paper Three Committed, Disengaged, Suspicious or Falsely Secure - What type of pension saver are you?
Saving for retirement is for most a complex and inaccessible topic, which is perhaps why many people switch off rather than engage with it head-on.
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White papersEurope: the scene is set for an(other) historic year
The rise of the populist vote will continue to dominate the political agenda in 2017 as we see elections across Europe. The risks and uncertainty involved in these votes is far more material than it has been in recent cycles.
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White papersThe Big Picture: A Cost Comparison of S&P Select Sector Futures and ETFs
This report compares the all-in cost of replicating S&P Select Sector exposure via futures and ETFs across four common investment scenarios.
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White papersThe owner-operator advantage
The first thing you notice about owner-operators, whether it’s a local restaurant owner or the head of a large corporation, is the passion they have for their business.
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White papersWhy “skin in the game” may mean “out of the index”
Are you underweighted in companies with owner-operator CEOs?
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White papersGlobal Market Outlook for 2017
William Blair Economist Olga Bitel and Portfolio Manager Simon Fennell shared their perspectives on changes in the global marketplace.
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White papersU.S. Election Cycle Ends With a Bang
With an early morning concession call to Donald Trump, Hillary Clinton brought to a close an election cycle unlike any in recent memory.
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White papersRecent Macro Trends Should Persist in 2017
Portfolio Manager Ken McAtamney expects a number of recent macroeconomic and market trends to persist in 2017, including a modestly positive uptrend in inflation and a continuation of equity-market leadership.
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White papersInvestment Implications of the U.S. Elections
In this commentary, we use game theory to scrutinize the strategic interactions of the parties involved in the upcoming U.S. elections and analyze the investment implications of a win by either Hillary Clinton or Donald Trump.
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White papersMind the gap: Overcoming the cognitive barriers to saving for retirement
In this paper, Chris Wagstaff considers how reasonably simple behavioural interventions can be used by policymakers, regulators and the pensions community to improve saving decisions.
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![[Summary] What constitutes a first class pensions system? Adopting a global perspective of what defines a good retirement outcome INDEX](https://dvn7slupl96vm.cloudfront.net/Pictures/100x67/5/3/0/65530_Summary_What_constitutes_a_first_class_pensions_system_Adopting_a_global_perspective_of_what_defines_a_good_retirement_outcome_index.png)
White papers[Summary] What constitutes a first class pensions system? Adopting a global perspective of what defines a good retirement outcome
In this paper, Chris Wagstaff takes a comprehensive look at pension systems worldwide; identifying those enduring principles with universal application that characterise an ideal pensions system and ultimately contribute to that all-important holy grail: generating a comfortable retirement for savers.
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![[Full paper] What constitutes a first class pensions system? Adopting a global perspective of what defines a good retirement outcome index](https://dvn7slupl96vm.cloudfront.net/Pictures/100x67/5/2/8/65528_Full_paper_What_constitutes_a_first_class_pensions_system_Adopting_a_global_perspective_of_what_defines_a_good_retirement_outcome_index.png)
White papers[Full paper] What constitutes a first class pensions system? Adopting a global perspective of what defines a good retirement outcome
In this paper, Chris Wagstaff takes a comprehensive look at pension systems worldwide; identifying those enduring principles with universal application that characterise an ideal pensions system and ultimately contribute to that all-important holy grail: generating a comfortable retirement for savers.
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White papersGlobal Market Update: Taking Stock After Brexit
Portfolio managers Simon Fennell and Casey Preyss provide a mid-year follow-up to our Global Market Outlook. Learn how we got where we are in 2016 and what we can expect for the remainder of the year.
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White papersTaking Stock After Brexit
While global equity markets have rebounded after the Brexit vote, the medium- to long-term political and economic trajectory is uncertain, with many potential twists and turns.
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White papersBasis Trade at Index Close (BTIC) Trading at Index Option Expirations
Most index options traders use index futures for hedging purposes.
