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Aon Retirement and Investment Blog

AA View: Is it time to buy?

This year has seen an abrupt sell-off in emerging market (EM) equities, debt and local currency. We believe that investors need to differentiate between idiosyncratic and systematic risks. We think that this episode has more in common with the 2014 taper tantrum than the 1997 Asian crisis and suggest that investors use the weakness to build long-term strategic allocations to EM equities.

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Telling the Truth on Trade

US tariff-raising moves challenge the long-held conventional wisdom on free trade. In this blog post we look at how trade has worked, focusing on the US-China trade relationship and three trade 'truths' explain why we are where we are with such polarized opinions.

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AA View: will an Italian crisis turn in to a Euro-Area one?

Could the Italian political crisis turn in to a Euro-zone one? We argue that whilst Italy is far more important to Europe and the Global economy than Greece the risk of Italy leaving the Euro is low. However, tensions may get worse before they get better.

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Jerome Powell’s First FOMC meeting

Aon’s Global Asset Allocation Team summarizes the key take-aways from the Fed Meeting and why Aon still prefers Global Equities to Fixed Income

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Tariffs on steel and aluminum… and why they matter

Aon’s Global Asset Allocation Team take a look at the potential impacts from the recent announcement of tariffs on imported steel and aluminum by the U.S.

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AA View: Italian 2018 Elections

Aon’s Global Asset Allocation Team provides an outlook on the 2018 Italian elections and how it may affect market volatility.  

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Trump Tax Plan 2.0: Fiscal Policy Turns From Drag to Tailwind?

In this blog post we explore the impact of the proposed US tax reform, and looser fiscal policy globally on the US economy and asset markets.

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Currency hedging in New Zealand

New Zealand investors typically invest on a global basis, using overseas assets to diversify returns and gain access to assets outside New Zealand. While this is beneficial, it does expose investors to exchange rate movements.  We favour a base position of 100% hedged for Global Bonds (and other defensive asset classes) and 50% hedged for Global Shares.

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Do Emerging Market Equities Still Provide Upside for Investors?

Whether you have exposure to emerging markets or not we argue in this blog that EMs will continue to be a major driver of global financial markets. We also argue that over the medium term, improving return on equity, higher economic growth, and attractive valuations will mean that emerging markets should significantly outperform developed markets.

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Risk Parity – Looking at Risk through a Different Lens

Risk parity is an investment approach that seeks to redress the imbalance between capital allocation and risk allocation across asset classes that traditional portfolios exhibit.

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