Discover how FTSE Russell indices and green revenues data help investors access the fast-growing $8tn green economy and track performance in sustainable markets.
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.
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…
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.
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.
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.
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.
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.
In this episode of Unearthed, hosts Joe Cavatoni and John Reade, Senior Market Strategists at the World Gold Council, are joined by Allan Guild, Director at Hilltop Walk Consulting and long-time partner to the World Gold Council.
