With stretched equity valuations and interest rates above the rate of inflation, Vanguard's models project that a 40/60 portfolio could achieve comparable returns to a 60/40 over the next decade, but with less risk.

Discover how FTSE Russell indices and green revenues data help investors access the fast-growing $8tn green economy and track performance in sustainable markets.

Private markets are no longer the exclusive domain of large institutions. Across Europe, regulatory reform, digital innovation, and investor demand are converging to democratize access to alternative investments. As frameworks like ELTIF 2.0 (European Long-Term Investment Funds), UCI part II (Undertaking for Collective…

Discussion on the often-overlooked role of bank loans in client portfolios, highlighting their strategic importance and practical insights for portfolio management.

After soaring to its highest point this year one month ago, the State Street Risk Appetite Index has reversed course — slipping to a neutral stance by the end of October.

Portfolio manager Peter Lampert discusses the evolving landscape of international equities, with a special focus on the portfolio’s exposure to AI enablers. Lampert explains the importance of distinguishing between firms merely riding the AI investment wave and those whose competitive positions are fundamentally…

Ray Dalio, founder of one of the world’s largest hedge funds, Bridgewater Associates, joins PGIM for a special edition of The Outthinking Investor.

In this series, Colin Purdie, CIO - Public Markets at Manulife IM sits down with senior leaders from across the business to share perspectives on key themes shaping markets and portfolios today.

Dominique Moerenhout, CEO of the European Real Estate Association discusses the mega trends affecting the real estate market.

This webinar replay features experts from Morningstar Indexes, PitchBook, and Stableton, a leading institutional investor in private markets, discussing the latest trends in secondary markets and addressing common questions about private market investing.

Listen as PGIM examine private credit’s market evolution, the asset class's appeal, and how large-cap companies are utilizing private credit as a financing tool.

Discover how the FTSE WGBI reshaped global bond investing, set new standards for diversification, and became a cornerstone benchmark for fixed-income markets.

Join S&P Dow Jones Indices and S&P Global Private Credit leaders to explore critical topics that are shaping the future of private credit.

From public to private credit, Group CIO Dan Ivascyn breaks down where value has re-emerged – and how disciplined selectivity and embracing complexity can help investors navigate the year ahead.

In this month's podcast, Amundi takes a longer view than usual, looking at its market convictions and investment views for the next 12 months.

How are benchmarks like the S&P UBS Leveraged Loan Index and S&P UBS Western European Leveraged Loan Index helping bring transparency to one of the largest fixed income markets? Take a fundamental look at leveraged loans with Marco Pouw, S&P DJI’s Director of Fixed Income Indices.

Is there a mid-cap equity sweet spot? Take a fundamental look at the S&P MidCap 400, including key performance drivers, sector and revenue exposures and a new sustainability screened index built on the S&P 400 with State Street Investment Management’s Ryan Reardon and S&P DJI’s Hamish Preston.

Private markets are evolving rapidly as tokenization reshapes how investors access, trade, and manage private equity assets. While the U.S. continues to explore regulatory clarity, Europe has already moved from theory to practice offering valuable lessons for institutional investors seeking efficiency, transparency, and new…

TPA isn’t just a portfolio management tool, it’s a mindset. It’s about treating the portfolio as a living whole and giving your team the mandate and tools to shape it.

The State Street Risk Appetite Index declined by 0.09 basis points in November after being flat in October. This follows five months of strong positive risk appetite, signaling a sudden reversal.