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"The crisis in
pensions - what does it mean to the asset management industry?"
presentation at the J P Morgan pensions conference, Stationer's Hall, London,
9/12/03
Related research papers:
Short term issues
Davis E P (2003), "Comparing bear markets,
1973 and 2000", National Institute Economic Review, 183, 78-89
Barrell R and
Davis E P (2003), "Shocks and Shock Absorbers: The International
Propagation of Equity Market Shocks and the Design of Appropriate Policy
Responses", latest version 10 November 2003
[original paper, presented at NIESR conference "Macroeconomics and the
Policy Process", 14/5/03
Davis E P (2003), "Is there a pensions
crisis in the UK?", Working Paper, Pensions Institute [slides]
Long term issues
Davis E P and Li C (2003),
"Demographics and asset prices in the major industrial economies",
Brunel University Working Paper, latest version, 29 June 2003
Davis E
P and Madsen J (2001), "Productivity and equity returns; a century of
evidence for 9 OECD countries", Brunel University Working Paper, latest version,
11 September 2002
Madsen
J and Davis E P (2004), "Equity prices, productivity growth and the
"new economy"", Working Paper No 04-05, EPRU, University of
Copenhagen
Corporate governance
Davis E P (2002), "Institutional investors,
corporate governance, and the performance of the corporate sector", Working
Paper, The Pensions Institute, Birkbeck College, London and
Economic
Systems, 26, 203-229
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