The impact of ESG (Environmental, Social, and Governance) principles on the global investment industry has been nothing short of revolutionary. Given how seismic the impact, it’s sometimes easy to forget that the practice of embedding these principles into investment portfolios is still a relatively new thing. 
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How can machine learning (ML) be effectively applied in finance? This Special Report looks to answer this question and more from a practitioner’s perspective.

Industry experts consider how machine learning compares to traditional techniques, special considerations for ML in finance, and specific examples of its…

After 2022’s rout, what does 2023 have in store for bond markets? Last year marked a yield reset as central banks hiked aggressively to fight a surge in inflation. Has this presented an opportunity going forward?

This Special Report reviews the case for fixed income in 2023. Six key supporting factors are outlined…

There is no doubt that fixed income is the talk of the town – the income element is back, and so are the investors. While practitioners pore over the latest Fed speak, what does it all mean for credit? How can investors balance off the opportunities available in the public and private markets?

This Special Report…

Inflation, and the resultant path of interest rates, remain key drivers for economies and markets. What are the prospects for growth as a result? If we are in a contractionary period currently, much will depend on whether a pause in central bank tightening will enable a recovery to play out.

This Special Report…

Alternative investment strategies have historically been used only by the most sophisticated market participants, such as institutional investors and hedge funds. Liquid alternative strategies however could give market participants better access to alternative investments.

This Special Report reviews common liquid…

This year has been characterised by geopolitical and market upheaval. It has also demonstrated the importance of energy to the global economy. The solution to achieving energy security over the long term, and avoiding a climate catastrophe, may lie in achieving net-zero emissions.

This Special Report discusses the…

The impact investing market has seen tremendous growth and evolution in recent years. The opportunity to make a meaningful impact alongside investment return is understandably attractive to prospective investors.

This Special Report considers what can be learnt from an insurance approach to impact investing. Key…

A complex and volatile market makes the search for optimal risk adjusted returns all the more treacherous. When assessing risk and reward, investors would be wise to evaluate and measure their strategic allocations rigorously.

Intech's paper 'Low Volatility Investing: Assess, Analyze, and Act' discusses how…

There is no doubt that the shift from defined benefit (DB) to defined contribution (DC) pension plans in recent decades has had a marked impact on retirement dynamics. Previous generations may have been able to rely on a slower drawdown in retirement, preserving wealth as they go. For today’s cohort, largely in DC plans, the…

The first half of 2022 has brought more challenges for investors as both fixed income and equity assets have experienced a significant repricing due to the volatile economic environment. Investors are having to cope with an uncertain market environment with levels of inflation not seen for over four decades, and central…

Many market observers are predicting a U.S. recession within the next 18 months which would have a global knock-on effect. Global stock markets have already seen a significant pullback in the first half of this year. Despite the current volatility in the markets, investment experts still believe there are opportunities for…

Private equity (PE) is not the only game in town for institutional investors seeking exposure to emerging companies with significant potential for growth.

With a similar historic return profile to PE, the current market environment may be pointing towards an allocation to micro cap stocks. Find out why.

The Fed was successful in taming inflation in the past, but with the current bout of rising prices, its credibility is on the line. Investment fundamentals are being challenged – will this period pass without having to reinvent your portfolio?

This Special Report offers a fascinating take on Fed policy as it…

It has become more important than ever to understand what goes into a company’s valuation. Investors are under pressure to find returns but would be wise not to forgo fundamental analysis of key factors such as earnings, balance sheets, and cash flow statements.

American Century Investment’s paper ‘A Scientific…

Sovereign debt is the largest asset class globally, so it is clear to see how investor action in this area has the chance to make a huge impact. Sovereign sustainability is about supporting and directing funding to those governments that want to help society transition to a more sustainable future.

This Special…