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Aon Hewitt Retirement and Investment Blog

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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Reserve Bank of Australia Interest Rate Cut

Australia’s central bank has cut interest rates to a record low. This blog post discusses its significance, and how the move affects Aon Hewitt’s Medium-Term Views.

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Are Hedge Funds Still Worth It?

Hedge funds are a perennial hot topic and recently lower returns have caused many to question their effectiveness as an investment in portfolios. This entry looks at why average hedge fund returns have been lower since the crisis and addresses the question of whether they are still a viable investment. We set out our core strategic views, as well as our current medium term views regarding the asset class.

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Are Hedge Funds Still Worth It?

Hedge funds are a perennial hot topic and recently lower returns have caused many to question their effectiveness as an investment in portfolios. This entry looks at why average hedge fund returns have been lower since the crisis and addresses the question of whether they are still a viable investment. We set out our core strategic views, as well as our current medium term views regarding the asset class.

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Are Hedge Funds Still Worth It?

Hedge funds are a perennial hot topic and recently lower returns have caused many to question their effectiveness as an investment in portfolios.  This entry looks at why average hedge fund returns have been lower since the crisis and addresses the question of whether they are still a viable investment.  We set out our core strategic views, as well as our current medium term views regarding the asset class.

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Investigating Insurance Linked Securities

What are Insurance Linked Securities? How is the ILS market evolving and why should an investor be interested? What are the risks? Is now the right time to invest? How can the investor best access the asset class? This post addresses these questions. 

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A Market Environment Discussion (Video)

Aon Hewitt sat down with Investment Strategist, Russ Koesterich, to discuss Central Bank Activity, interest rates, the market environment, and much more.

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