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Pension Assets Up, But So, Too, Are Liabilities

Pension Assets Up, But So, Too, Are Liabilities

With the aging of America comes increased pension fund liabilities, a topic which has been top of mind for fund managers. A recent Milliman study shows the double-edged sword of such plans, which have higher funding ratios but also increased […]

Today’s Three Important Megatrends

Today’s Three Important Megatrends

When Peter Berezin, Chief Global Strategist at BCA Research, looks at three largely non-consensus megatrends shaping society, he doesn’t engage in “happy talk,” as he describes it. He sees global migration with open borders for skilled workers benefiting the developed […]

Why We Became A Believer In Amazon Stock

Why We Became A Believer In Amazon Stock

We live in a world characterized by slow economic growth and the stock market is trading at moderately above average multiples. You can’t just rely on buying stock in a good company and depending on 3% economic growth to drive […]

Tech Dominates Global Capex

Tech Dominates Global Capex

Tech companies are dominating the world, and their domination is only growing as they spend more than the rest of the market to develop and expand their offering. The latest issue of Goldman Sachs’ Fortnightly Thoughts research newsletter looks at […]