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Thought pieces and white papers

Behavioural Finance and the Post-Retirement Crisis

The shift from defined benefit to defined contribution plans places increasing responsibility for retirement income on individual savers. Yet retirees are struggling to make sensible investment decisions and many have difficulties calculating how much they can afford to spend per month in retirement. Behavioral finance can help understand how people make financial decisions and how these judgements can be improved, explains Professor Shlomo Benartzi.

Crises: The Creative Power of Destruction Teaser

The EU debt crisis is dominating the headlines – and will seemingly continue to do so for some time. Even if a political solution can eventually be found to restore confidence on a sustainable basis, and even if the capital markets calm down, with central banks switching out of anti-crisis mode and back to normal, it will probably take years or even decades to reduce the accumulated debt.

Asia on the move - Gravitational centre of the 21st century?

Asia‘s rising economic power is increasingly propelling it in the direction of gravitational centre of the 21st century. Will Asia‘s process of catching up with North America and Europe remain sustainable? What springboards are concealed behind this success story, which is still in its infancy? Read all about these questions and more about Asia in the latest version of the publication, which is also the first of a series of three publications about the Asian countries. In addition to this first part, the following studies will especially focus on the potentials of bonds and currencies of Asia.

Decisive Insights in a "Changing World"

Globalisation, demographics, the growth markets catching up to the industrialised countries, scarce resources and a new information age – megatrends are changing the world. At the same time, (capital market) risks are cropping up ever more frequently in an increasingly interconnected world. It is an environment that investors need to adapt to without delay. Get more information about actual changes in our new updated version.

Turning Point

Structural changes in the world economy are occurring more and more frequently on globally linked financial markets. Emotions also play a part in speeding up the process of change. Meanwhile, capital market investors are faced with the dilemma that the certainty to which they have become accustomed now harbours a risk. Capital markets are at a turning point in which the real return is more important than ever. Read more about this topic in our latest update.

Dividend strategies

Difficult market situations and rising dividend yields recently increased the attraction of dividend stocks. Learn more about dividend stocks as an attractive investment opportunity in our new series on dividends, starting with the following two publications. The series will be continued in the next two months:

Bond Basics

Active management is also necessary for bond portfolios.

ESG Matters

A new publication from our Sustainable Research Team.

Demography: From turning point to investment opportunity

What are the prospects of global demographic trends in the future? Read more on this and other topics in our new three-part series on demography:

PROJECT M

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