The 2017 Global Pension Assets Study covers 22 major pension markets (the P22), which total USD 36,435 billion in pension assets and account for 62.0% of the GDP of these economies. China, Finland and Italy were added to this year’s study. A deeper analysis was performed for (...)
BofA Merrill Lynch February Fund Manager Survey finds macro optimism surging
Macro optimism is surging, with 23% of investors saying they expect a “boom” (above trend growth and inflation) compared to 1% one year ago. Meanwhile, 43% said they expect “secular stagnation” (below trend growth and inflation), down sharply from 88% one year (...)
Large institutional investors are set to put cash to work in 2017, a BlackRock survey has found. One in four (25%) institutions surveyed intend to decrease their cash allocations during the year, nearly twice as many as those who plan to increase their cash holdings (...)
Quality shines through as M&A deal volumes fall globally
The latest Quarterly Deal Performance Monitor (QDPM) from Willis Towers Watson suggests a significant slowing of deal volumes in the fourth quarter of the year, however, those that did close were high performing and showed an outperformance of 0.4pp over the index*. On an (...)