Equities research





"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