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…
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…
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…
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.
This year’s annual outlook is inspired by Charles Dickens’ A Tale of Two Cities. We expect the economic expansion to last a little longer, and the equity bull market to enter the last leg of a near decade-long climb. Based on expected global GDP growth, company earnings, and the relative value of equities compared to other…
Chinese businesses are not just changing China, they are changing the world. This bespoke study dives into the dynamics that have led to the rise of new corporate giants, while at the same time uncovering trends, firms and drivers that may be growing but are not yet fully on the surface.
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…
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,…
Is the combination of real assets in investors’ portfolios meeting their investment objectives? Investors may arbitrarily group real assets into a single category when constructing their portfolios. However, real assets exhibit diverse features and macroeconomic sensitivities that should be carefully assessed during the…
As a part of its 9th annual US ETF Study, Greenwich Associates interviewed 181 institutional investors on the utility of ETFs for portfolio construction purposes, finding that ETFs are now considered as a primary means of obtaining fixed income exposures within institutional portfolios. Liquidity, ease of use, speed of…
Over the next few decades, the weight of economic power and impact of structural megatrends will lean heavily towards the Asia Pacific region. By 2030, Asia Pacific, led by China, will account for nearly half of the world’s output, more than 50% of the world’s urban population growth and almost all of the top 50 global…
Do ESG factors add to, detract from, or have no effect on financial returns in EM equities? Using a detailed, methodical approach, strategists at Candriam seek to answer this question.
With the maturation of defined benefit pension plans, many have reached an inflection point where cash flows are turning from positive to negative. This is causing a greater emphasis to be placed on income in asset allocation decisions. Income from bonds, however, has withered while alternative sources of income come with…
Studies have shown that pension funds have inherent biases to their domestic markets within their equity allocations. In this paper, FTSE Russell seeks to understand the impact of home bias in the equity allocations of five large pension fund markets—the US, UK, Japan, Canada, and Australia—by examining the extent of their…
Nuveen describes alternative investment opportunities in agriculture, infrastructure, impact investing, and real estate that have arisen as a result of mass urbanization.
Invesco's 4th annual Global Factor Investing Study is based upon interviews with over 240 instutional investors and is the largest in-depth analysis of global factor investing.
Epoch’s investment philosophy can be summarized by saying that it is the ability to generate free cash flow that makes a company worth something to begin with, and it is how management allocates that free cash flow that determines whether the value of the business rises or falls. In this paper, we address the former of this…
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