Our quarterly pensions and investments market update
Investment Perspectives - Spring 2019
03 May 2019
Welcome to our spring edition of investment perspectives which provides the latest update on the pensions and investments market.
The US Federal Reserve signalling an end to further rate hikes in the foreseeable future is perhaps the most significant change this quarter. Some things have remained the same - in the United Kingdom, the politicians are no closer to establishing what the post-Brexit environment will look like and market and business participants remain uncertain on how to react.
We remain focused on outcomes that we can influence. We cover three topical articles:
- Adam Porter analyses how multi-asset funds have navigated the recent environment;
- Alessandra Santiago explores the strategic nature of investing in emerging markets across both equity and debt asset classes; and
- Anthony Ellis, Mark Baker and Samora Stephenson comment on the latest draft Competition Market Authority order and highlight how Hymans Robertson has evolved as an investment consulting business in a growing advice market consisting of many possible investment governance models.
We would like to take this opportunity to thank Graeme Johnston who has been with Hymans Robertson for 11 years and is retiring in April 2019. Graeme has been instrumental in producing past editions of Investment Perspectives, particularly with pieces related to capital markets and the quarterly market commentary. Chris Arcari will be taking over as the regular author behind the quarterly market commentary and will be covering the dynamics behind the V-shaped recovery that has been experienced by markets over the most recent quarter.
Download your copy of Investment Perspectives here.