Investment research on the markets outlook, covering the global economy and all major asset classes. Most articles in this section naturally cover the short-term (e.g. 3-12 month) outlook for economies and markets. However, the most downloaded research tends to be white papers which are educational, theoretical or long-term - more "evergreen" in nature. For instance BofAML's Transforming World Atlas looks at the global allocation of resources, while a Society of Actuaries paper surveys the literature on the impact of...
baby boomer retirements on future equity prices. Also popular are papers which forecast long-term investment returns over a five or ten-year time horizon. Some papers taken an even longer perspective, looking back on hundreds of year of data to draw conclusions, perhaps about commodity supercycles or long-term interest rates. These academic studies on the nature of investment markets are illuminating, and serve to complement the shorter-term perspective addressed in most investment research. In terms of the regular investment reports, the most viewed papers include the JP Morgan Guide to the Markets, the Goldman Sachs Global Equity Outlook and Standard Life's Global Outlook. To filter these papers by market interest (e.g. global economics, strategy, fixed income etc) please make the appropriate selection from the main menu.
Content that Converts: Engaging and influencing institutional investors
The latest report from Savvy Insights provides asset management marketing and client-facing teams with specific data, practical tips, upcoming content trends and topic forecasts for engaging institutional investors. Check out the 10 Content…
The perception that passive funds merely follow a simple low-cost rules-based style that mimics its chosen broad indices remains ingrained in the investor psyche, especially in the US. This holds that such funds do not exercise their voice often enough to influence their investee companies’ carbon footprint and lift the…
PGIM’s IAS team has joined with GIC EIS to integrate liquidity measurement and cash flow management into a multi-asset, multi-period portfolio construction process. In today's climate, investors are increasingly faced with the difficult choice between potentially higher returns and greater liquidity. Given market uncertainty…
PGIM's latest Megatrends paper, “The Future Means Business: Investment Implications of Transformative New Corporate Models,” draws on the insights of more than two dozen PGIM investment professionals across our private and public fixed income, equity, real estate and alternatives managers – as well as a new proprietary…
Support from central banks during Q2 helped to buoy asset prices across many different markets, including EM debt. But is the relief rally over, or do opportunities still exist within this asset class?
One might hypothesize that some countries are doing better than others at coping with COVID-19, and that the…
In recent years, institutional investors have turned to private investments – private equity, private debt and private real estate – in search of higher returns. Simply having the word ‘private’ in front of any investment seems to conjure up higher expected returns among investors. Asset flows confirm this view: all three…
The coronavirus pandemic has highlighted the difficulties of managing risk in an increasingly globalised and interconnected world. We explore how organisations can stay resilient through an era of radical change.
Nuveen’s investment theme for the coming year is 20/20 vision: a clearer path for growth. The “clearer path” part is pretty straightforward: Our investment leaders think the macro fears that dominated most of 2019 have receded. Monetary policy is easier than it was a year ago, and global recession risks seem to have faded…
Download Robeco's Expected Returns 2020-2024 report (117 pages). This publication includes our five-year investment outlook for all major asset classes. In four special features we also look at some of the tough questions professional investors face today.
This report is not available for users from countries where…
This document has been regularly updated by Invesco analysts. They have focused on various economies, including each economy’s ability to manage the virus, lockdown measures, changes in consumption behavior, policy and more. Today, at the time of writing, market discourse is focused on the reemergence of the virus in Europe…
This document has been regularly updated by Invesco analysts. They have focused on various economies, including each economy’s ability to manage the virus, lockdown measures, changes in consumption behavior, policy and more. Today, at the time of writing, market discourse is focused on the reemergence of the virus in Europe…
The world changed in March 2020. Almost overnight, the COVID-19 pandemic strained health care systems to the breaking point, put much of the global economy on an indefinite hiatus and radically reshaped societal norms and interactions. For businesses everywhere, these events are undermining established assumptions while…
Persistent positive skew in the distribution of returns across index constituents suggests that a successful active equity management program must include a process to mitigate omission risk – i.e. the opportunity cost of missing out high returning stocks that buoy average benchmark returns. A bottom-up approach to…
Persistent positive skew in the distribution of returns across index constituents suggests that a successful active equity management program must include a process to mitigate omission risk – i.e. the opportunity cost of missing out high returning stocks that buoy average benchmark returns. A bottom-up approach to…
This collection of papers focuses on the vital role of digital in today’s businesses. Many organizations were already in the throes of digital transformations pre-pandemic, before COVID-19 accelerated the pace of business across the globe. Some sped up efforts already under way; others implemented digital capabilities for…
Adam Berger, Wellington's Multi-Asset Strategist, offers his views on where he thinks markets are headed, offers a game plan and answers a few pressing investor questions.
With private investments playing an increasingly important role in most institutional portfolios, the private markets have continued to evolve. They have grown deeper and more dynamic in terms of new strategies, new fund managers and geographies. They have also become more competitive in certain asset classes and regions,…
Robeco presents their updated Multi-Asset Outlook, in which both commoditiy and European corporate debt exposure was increased, with compensating shorts or sales in German bonds and Emerging Market equities.
Throughout KKR’s forty-four year history, our track record has shown that we are at our best when we are engaged – engaged with our clients, engaged with our portfolio companies, and engaged with our employees – in order to drive the best possible outcomes, irrespective of the macroeconomic backdrop. In this note, we look at…
