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Fiscal Cliff Effects Will Slow U.S. Growth But Avoid Plunge Into RecessionStandish Global Macro Strategist Tom Higgins expects political compromise on the U.S. fiscal cliff will slow growth in 2013 but avert pushing the economy into recession. Author: Thomas Higgins
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View from Europe: Uncertainty Batters European Corporate BondsWestLB Mellon Asset Management discusses the recent steep fall-off in European investment grade and high yield bonds as sovereign debt and recession concerns fueled uncertainty and battered risk assets. Authors: Holger Sandte, Walters Schepers
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Emerging Markets as ASTERISCSStandish's Alexander Kozhemiakin discusses a new way to think about the universe of investments traditionally known as emerging markets, offering the concept of assets tied to economies of risky countries, or ASTERISCS, as a potentially more helpful guide. Author: Alexander Kozhemiakin
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Private Market Opportunities in Distressed DebtPrivate equity specialists from Siguler Guff discuss historic opportunities in distressed debt, as the unwinding of the huge debt overhang in advanced economies is leading to pockets of forced selling at depressed valuations. Author: Jim Gereghty
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Somber International Banking Conference Focuses on Downside Risks to Global EconomyStandish Global Macro Strategist Tom Higgins summarizes the views of leading international bankers and policymakers at a recent meeting discussing Eurozone debt and downside risks to global growth. Author: Thomas Higgins
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Public and Private Real Estate: Room for Both in a Diversified PortfolioPrivate equity specialists from Siguler Guff discuss historic opportunities in distressed debt, as the unwinding of the huge debt overhang in advanced economies is leading to pockets of forced selling at depressed valuations. Authors: E. Todd Bridell, Alan Supple
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Real-Return Investing in a Volatile WorldAmid heightened volatility, Newton believes real return strategies have greater flexibility and range than benchmark-constrained approaches to seek opportunities across asset classes and regions as conditions change. Author: Iain Stewart
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Time to Let Go? Greek Debt and the EurozoneNewton's Paul Brain looks at the options remaining in dealing with Greece's sovereign debt problems and argues it might be time to consider letting Greece leave the eurozone. Author: Paul Brain
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Weighing Possible Outcomes for Eurozone Debt ProblemsAs the risk of a Greek default rises, Standish's Tom Higgins draws various scenarios for the eurozone, along with their potential economic and market consequences Author: Thomas Higgins
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VIDEO: Outcome Oriented - Innovative Alternatives for Defined Contribution PlansThe future of pension provision in most developed countries will be based on the defined contribution (DC) model rather than traditional defined benefit (DB) plans. Given this significant shift to a scenario in which DC participants must bear the risk that their retirement income will not be at the desired level, we believe it's right to ask whether DC investment approaches are appropriate. Author: David Calfo
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