JP Morgan AM's Michael Cembalest offers opinion and insights into the Coronavirus outbreak, its severity and potential global impact.

Every quarter, our Content Team curates a unique list of the best asset manager salary surveys from around the world, providing our members with information on benchmark salaries for investment management professionals. These fund manager salary surveys cover a wide variety of roles within the asset management industry,…

ESG themes are long-term, but some can emerge with sudden force. This MSCI report examines five trends which the firm believes will unfold in 2020 to catapult ESG investing into the new decade.

UBS AM's contribution to the WEF 2020 Davos Meeting focuses on ways in which investors can align their investments towards a climate smart future.

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…

In this report, CFA Institute seek to identify high-impact applications of artificial intelligence (AI) and big data in investments and best practice in their implementation by examining specific use cases. For this purpose, CFA Institute conducted interviews with investment industry practitioners around the world and from…

This document by the Financial Times provides helpful details (i.e. graphs and commentary) on the countries affected, the number of deaths and the economic impact.

This paper appears to be the driver of a sharp pivot, this week, in UK government policy. It’s a really insightful report which examines the difference between a policy of “suppression” and one of “mitigation”. For those of you who can access FT Alphaville, we strongly recommend also reading Jemima Kelly’s analysis of the…

The further spreading of the coronavirus, especially in Europe, has, in the past few days, triggered a selloff in risk assets and high demand for safe assets (US dollar, Treasuries and gold). As markets reassess the spillover effects of the virus into the economy, volatility is likely to persist.

Among other things, this 50-page issue of Invesco's Risk & Reward report examines a variety of themes, for example: (i) a factor-based buy-and-hold strategy for bonds (ii) integrating low volatility style exposure into core equity factor investments (iii) equity factor timing, and more.

This is the second annual edition of this report by JP Morgan AM. It presents a 12- to 18-month outlook for a wide range of alternative asset classes. Drawing on the insights of more than 700 alternatives professionals around the globe, the authors explore how alternative asset allocation can help build resilient portfolios…

In this paper, Qontigo strategists look back at 2019 which was a remarkable year for equity benchmarks around the world. Both emerging and developed markets shared in the overperformance, with all components of risk falling for both markets. However, style factors saw mixed results, with few reporting outsized returns for…

Behavioral finance presented in this book is the second-generation of behavioral finance. The first generation, starting in the early 1980s, largely accepted standard finance’s notion of people’s wants as “rational” wants—restricted to the utilitarian benefits of high returns and low risk. That first generation commonly…

Holding safe haven assets has always involved a trade-off. Over the last 30 years, bonds have served well as diversifiers, providing both income and capital appreciation – hence, masking this trade-off. This paper discusses the role of traditional safe haven assets – namely, high quality sovereign bonds, reserve currencies…

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…

Cheap stocks have been underperforming for the last 18 months, while expensive stocks are overperforming. In fact, current value performance parallels the Tech Bubble and Global Financial Crisis (GFC). This comes as a surprise to many. We have been living through an extraordinary return environment that has, largely, fallen…

This report by the Thinking Ahead Institute provides detailed analysis of the world's largest pension funds. Assets under management (AUM) of the world’s largest pension funds totalled US$18.0 trillion in 2018, a fall of 0.4%, compared to an increase of 15.1% the previous year. In 2018 the value of the top 20 funds fell by 1…

This is the second year that DWS has sponsored this report by CREATE-Research. Amongst other insights, this year’s survey confirms the on-going movement of passive investment into the mainstream with 66% of survey respondents considering passive index investing as a mature part of their portfolio.