Investing for the long-term
This paper explores key global trends and macroeconomic topics that truly long-term investors such as Sovereign Wealth Funds should prioritize in their investment framework. More
This paper explores key global trends and macroeconomic topics that truly long-term investors such as Sovereign Wealth Funds should prioritize in their investment framework. More
A notably more dovish statement and press conference following January’s FOMC meeting confirmed the Fed is not committed to any further rate hikes this cycle. More
Equity allocators often invest primarily in passive, market-capitalization strategies with a smaller allocation to high active risk strategies. Our analysis supports reallocating a portion of passive holdings to an enhanced strategy. More
The paper examines the market conditions in 2018 and provides insight into the developed market high yield 2019 total return forecasts More
In this short paper, Matthias Dettwiler, Head of Index Fixed Income explains his views on smart beta in fixed income investing. More
In this latest white paper, our Global Sovereign Markets team offers its in-depth examination of the issue, including interviews with central banks, and their outlook for the RMB's march to reserve currency status. More
Infrastructure Outlook – paper and video More
Tiffany Gherlone, Head of Real Estate Research & Strategy for the US discusses the emerging trends that we expect to shape US commercial real estate investment in 2019. More
Outlook 2019 More
Introducing O'Connor's Merger Arbitrage investment team—get to know our people, approach and outlook More
The US tax resolution is expected to increase corporate confidence and fuel M and A activity More
Global insights across the spectrum More
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