For the world’s largest asset owners
September 17, 2019
Inflation is Dead: What’s Needed to Reanimate It?

A growing younger population and rich emerging markets could return it to life. Meanwhile, expect a decade or more of quiescence.

Inflation – Why It’s Like a Ninja (and a Bit like Cholesterol)
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When You Ask, “What If…?”

We believe asking “what if” as it relates to client portfolios is an objective worth pursuing. It’s why unexpected changes, or “macroeconomic shocks,” are a fundamental part of our ongoing dialogue with clients. Read more.

The 4 Most Promising Second Tier Emerging Markets

Bigger names like China and India get the attention. Then there are EMs one rung down, overlooked yet harboring breakout potential.

Geopolitics – The Risk of Expropriation and Home Country Bias as a Shock Absorber
Will India Outrun Cocky China?

The subcontinent has the best economic growth, but the world’s No. 2 economy sports a big lead.

Demographics – Do the Math, Guess the Consequences and Master “Known Unknowns”
CIOs Pressured to Lower Discount Rates Discuss Spiraling Consequences

Asset owners consider the delicate balance between lowering rates and increasing contributions.

Interest Rates – Inflection Points and the Good Old Days of the 1950s and 60s
Scary Diseases and Health Innovations Catching the Attention of Long-Term Investors

The demand, the innovation, the genes and the robots.

How Biopharma Scientists Save Lives Globally
Editorial: CIOeditors@issmediasolutions.com
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