Investing in ways that contribute to net zero greenhouse gas emissions by 2050 and beyond is increasingly a concern for most investors, in particular institutional investors. For this reason, we have studied various approaches to aligning our multifactor equity strategies with net zero objectives.
Humanity’s strategy for reaching net zero could be crudely described as 'electrify everything we can and decarbonise electricity generation'. There is, of course, much more to it than this. But it is true that the virtual elimination of carbon emissions from electricity generation is a necessary condition for reaching net…
A crucial element in the changing nature of private market investing revolves around data. Managers need to become more effective and efficient at managing, analysing, and reporting on the vast quantities of complex and unstructured data related to existing and prospective investments.
Members of our Investment Strategy & Solutions Group take a deep dive on the issues asset owners should consider when choosing climate-aware portfolio building blocks, from the evolving opportunity set to the active/passive decision.
In this webcast, economists from our Macro Research & Investment Strategy team give their views on the economic situation and outlook for China, the U.S., the eurozone, the UK and emerging markets.
Markets are abuzz with the promise of artificial intelligence, but there also are concerns that the sprawl of related technology could sting via heavy demands on resources. Andrew Craig, Co-Head of the Investment Insights Centre, gets an update on this and other energy transition topics from Ed Lees, Co-Head of our…
Swaha Pattanaik sits down with Annalisa Usardi, Senior Economist at Amundi Investment Institute, and Bastian Drut, Head of Thematic Macro Strategy at CPR Asset Management, to discuss the transformative impact of AI and its implications for economies in the short and longer term.
Nick Samouilhan, Head of Multi-Asset Strategy – APAC, evaluates the trade-offs of different currency hedging approaches and offers a novel framework for gauging their potential portfolio impact.
Towards the middle of last year, our expectations for US growth grew more optimistic. We maintain a similar sentiment heading into 2024 as we believe that termed-out household and corporate debt, rising real wages, and easing financial conditions should continue to support spending, making recession a low probability event…
Are we actually in a late-cycle environment and, if so, how should allocators respond? Head of Multi-Asset Strategy Adam Berger offers guidance, including on portfolio positioning, big cycle bets, and security selection.
All defined benefit (DB) schemes still need to pay pensions as they fall due. What's the right balance between cashflow-driven and ‘barbell’ investment approaches? And how should schemes’ strategies differ given low-dependency or buyout objectives?
Head of Multi-Asset Strategy – Insurance and Portfolio Manager Tim Antonelli updates insurers on the status of the market today, shares what he believes they can expect for the rest of the year, and identifies areas that may be worth a closer look.
The benefits of cashflow driven investment (CDI) are slightly controversial. Some believe it is a powerful risk management strategy for DB schemes nearing their endgames, whereas others are more sceptical given that it may compromise multi-asset diversification.
The economic rebound from last year’s deep recession is now behind us and some of the extreme dislocations that resulted from the pandemic are moderating. While the economy is slowing, growth remains robust and consumers are well positioned to support the expansion. Bond yields remain unsustainably low and we continue to…
The NAIC approved updates to risk-based capital (RBC) bond and real estate equity factors for U.S. life insurance companies; MetLife IM examines the changes from the prior RBC regime, as well as the implications on relative value considerations and life insurers’ strategic and tactical asset allocation.
Consolidation is an important and current theme within the investment industry. Many firms are considering M&A deals and with the arrival of COVID-19, that's taken on a fresh urgency. This report by State Street examines these priorities through the lens of strategy, operating transformation, culture, and data.
Content that Converts: Engaging and influencing institutional investors
The latest report from Savvy Insights provides asset management marketing and client-facing teams with specific data, practical tips, upcoming content trends and topic forecasts for engaging institutional investors. Check out the 10 Content…
Tim Antonelli, Head of Multi-Asset Strategy – Insurance and Portfolio Manager, considers insurers' renewed interest in risk assets and offers his views on areas that may be worth a closer look.
Within the thematic investing approach, climate-focused strategies allow investors to invest in companies with a climate friendly strategy and so do good while earning a return. Such strategies can enable them manage future (climate) risk, benefit from long-term opportunities and leverage strong support from regulators and…