As 2022 lumbers on, investors are looking for ways to protect their assets from rising levels of inflation. With volatility in equity markets and continually low yields in fixed income markets, many investors are unsure about how best to invest their funds.

The recovery from the worst of the global coronavirus…

Featured Papers and Interviews with Industry Thought Leaders

Over the past century, the global economy has transitioned from being dominated by agriculture and manufacturing to being powered primarily by services. Services now represent three-quarters of the workforce in developed markets and generate two-thirds of…

Asset allocation and portfolio construction are considered to be the main determinants of investment risk and returns for investors. The challenge for asset managers has always been finding an optimal asset allocation that meets both investors’ risk and reward requirements. Asset allocation methods have developed and…

The financial system as investors have known it for many decades is dealing with a new reality of negative interest rates and yields. Behind this phenomenon lie many factors and their consequences that are important for every financial professional to understand. In a levered financial system, central banks globally have had…

The credit markets are finally embracing quantitative investing and this paper provides an in-depth primer to quant credit. Readers will learn about the dynamics of systematic trading, the factors employed in quant models, and the future path this rapidly-evolving strategy is likely to take.

China has emerged from the coronavirus pandemic with renewed confidence after it was one of the first countries to achieve positive growth post-Covid. The way in which China contained the virus, and how rapidly the Chinese economy recovered, has impressed institutional and private investors alike. The swift recovery and…

Real assets are tangible, physical assets that have an inherent value deriving from their attributes and usefulness. The asset class includes commodities, land, precious metals, real estate, equipment and machinery, and natural resources. Occasionally, this definition is expanded to include an element of inflation protection…

In PGIM’s new Megatrends paper, they propose an actionable climate-change agenda that addresses both hidden portfolio vulnerabilities and potential opportunities in the transition to a lower-carbon world. PGIM's research draws on the insights of more than 40 PGIM investment professionals, 30 leading policymakers, scientists…

Alternative investments are attracting ever more investors. According to the Chartered Alternative Investment Analyst (CAIA) Association, between 2003 and 2018, the size of the global investment market doubled, while alternative investments almost tripled to $13.4 trillion. This would mean around 12% of worldwide investments…

Investment regime shifts are rare, critically important, and have widespread consequences for investors’ portfolios. The current extremes in deflation, inequality and debt mean the conditions are right for several major shifts over the next decade.

This 20-page document by Page Executive provides important insights into salary and benefits packages for the banking and asset management industries.

In a world of low return expectations and even lower interest rates, pension plans are re-evaluating their portfolios, looking for alternative ways to achieve return targets and improve funded status. Diversifying portfolios with real assets helps address these challenges. Real assets may reduce portfolio volatility, enhance…

Climate change will be one of the most economically impactful occurrence in human history. But currently, our profession is in many cases behind the curve in analyzing the impacts of climate change. This report from CFA Institute includes case studies and survey data to help educate our community and investors about what…

Perspectives from Franklin Templeton Investments specialist investment managers on the challenge of feeding a growing global population in the midst of climate change, geopolitical shocks, and uncertainty and the critical need for innovation in food and agricultural technologies.

Positive net alpha from established short-term signals can be harvested practically by investors. This can be achieved by combining signals for diversification benefits and using efficient trading rules. Moreover, the alpha is uncorrelated to traditional Fama-French factors.

Invesco's Investment Solutions develops capital market assumptions (CMAs) that provide long-term estimates for the behaviour of major asset classes globally. The assumptions, which are based on a 10-year investment time horizon, are intended to guide strategic asset allocations. For each selected asset class, Invesco…

Invesco's Investment Solutions develops capital market assumptions (CMAs) that provide long-term estimates for the behaviour of major asset classes globally. The assumptions, which are based on a 10-year investment time horizon, are intended to guide strategic asset allocations. For each selected asset class, Invesco…

Invesco's Investment Solutions develops capital market assumptions (CMAs) that provide long-term estimates for the behaviour of major asset classes globally. The assumptions, which are based on a 10-year investment time horizon, are intended to guide strategic asset allocations. For each selected asset class, Invesco…

The effects of rising interest rates and inflation have been felt across financial markets, with most stocks pulling back quite substantially from all-time highs. Russia invading Ukraine has also sent shockwaves around the world and has had a significant impact on consumer price indices, with the two…