Our views
FOOD FOR THOUGHT: Long duration
Investment specialists Luke Farrell and Gregory Garrett held a two-part educational series on long duration. These discussions addressed the timeliness and key issues that plan sponsors are facing with implementing a long duration strategy.
Part 1: No time like the present –
webcast recording
Part 2: Going from concept to action –
webcast recording
Rethinking DC plan options: embracing a less
U.S.-centric approach
Many of the DC plan sponsors we talk to are thinking about altering the mix of investments they offer their participants. Our latest
DC Insights article addresses how to encourage more diverse, less U.S.-centric participant portfolios through the use of global funds.
Global macroeconomics call summary
Capital Strategy Research, which provides macroeconomic, accounting, political and quantitative research to Capital's investment groups, recently hosted a call covering the ongoing recovery and economic implications in the U.S. and abroad. We provide here a summary of the key discussion points. (10 Jun 2010)
Interview with emerging markets debt manager Laurentius Harrer
Emerging markets bonds delivered exceptionally strong returns in 2009 – but after such a robust rally, what are the prospects for the asset class? Portfolio manager Laurentius Harrer discusses his views on current developments as well the policy shifts that are likely to be positive for emerging markets bonds and currencies in the medium term.
(24 March 2010)
Our summary of performance and events in the major world markets:
Now easier to locate index data by country and currency in US$ and C$
