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…

This report identifies gaps between the supply and demand for skills, outlines strategies for career development, and proposes structural changes to investment teams to better leverage diverse talent.

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…

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…

2020 was the year of the pandemic, instant recession, and US election drama, while UBS AM think 2021 is poised to be the year of vaccines and a more durable, comprehensive economic reopening. Dive inside their Panorama report to see what their attention is focused on for 2021.

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…

Northern Trust expects higher interest rates and flat global yield curves to cap bond and equity returns, causing market returns to drift below historical averages.

The Invesco Investment Solutions capital market assumptions (CMAs) are approaching a regime where expected returns for the next decade are close to, or higher than, historical returns of the past decade for most asset classes, driven by fixed income assets. A notable exception to this shift is US Large Cap equity.