Explore the five mega forces through featured content, key charts, and an 'Ask the Expert' interview with BlackRock's Global Chief Investment Strategist.
Don't miss this chance to put yourself in pole position to take advantage of a new opportunity set.
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The impact of inflation and interest rates are just a couple of the factors explored in this report which aims to help allocators stay on top of a dynamic market regime.
Where should investment be directed to not only respond to change but to make the most of it? Asset class, regional, and market specific pointers…
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Intech
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- 13 Jul 2023|
- Paper|
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15 Pages
How can equity investors best position their portfolios to succeed in a new market regime?
Explore the limitations and challenges of traditional equity strategies, and how an integration of alternative asset classes can help.
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At first glance it appears that deglobalization is the inevitable reaction to our rapidly changing world. However, re-globlalization may in fact be the story that shapes the global economy.
In what form might this new regime take and how can investors understand this megatrend and most effectively capture the…
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How has the macro environment impacted private markets? How can you best position yourself to gain from these lucrative asset classes?
The landscape is changing, and opportunities are opening up – find out all you need to know for an optimal allocation to private markets.
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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.
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Robeco
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- 18 May 2023|
- Paper|
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15 Pages
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…
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Find out what role fixed income can play in a world where long-held assumptions are being challenged inside our latest Special Report.
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Nuveen
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- 18 Jan 2024|
- Paper|
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15 Pages
What has driven the recent rapid growth of private credit in the U.S. and Europe, and what factors will help push this expansion further?
Our latest Special Report covers these topics in depth, alongside an exploration of what forms this quickly evolving asset class may take in time.
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PGIM
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- 18 Jan 2024|
- Paper|
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32 Pages
PGIM’s 2024 Best Ideas paper shines a light on the areas where we believe investors will find promising opportunities, buoyed by PGIM’s distinct depth of expertise.
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Franklin Templeton Institute is pleased to share our 2024 private markets outlook, which reflects the independent research and analysis of the Institute, and insights from our specialist investment managers. Inside, we review the current landscape and what we see as the best opportunities for each asset class in the year…
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Risk-free rates and the cost of capital lifted sharply in 2023, pressuring commercial property pricing and transactions across most markets. However, selective opportunities are now emerging in private markets, including in the logistics sector.
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Robeco
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- 04 Mar 2024|
- Paper|
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14 Pages
In 2023, while general markets experienced upswings, some segments saw declines. Here we offer some observations on 2023, armed with the wisdom of hindsight, as well as some foresight on the factors likely to impact thematic developments in 2024.
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What should be considered gateway markets and core property types today? The investing universe and real estate markets have evolved dramatically over the last few decades. See the list of markets that now rank highly as gateways and which once-niche sectors could be labeled core property types under our proposed definitions…
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Nuveen
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- 14 Feb 2024|
- Paper|
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14 Pages
2023 was characterized by several key themes in the capital markets: the U.S. Federal Reserve’s battle against inflation; the resulting impact on issuers of higher-for-longer interest rates; a much slower pace of merger and acquisition activity as buyers and sellers dealt with mounting borrowing costs, valuation…
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During the last few years, many U.S. pensions have become fully funded for the first time since 2008. With the widespread adoption of liability driven investing (LDI), bonds now represent a majority of pension assets. With the use of more hedging and less equity risk, pension plan surpluses are likely to persist. This paper…
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This paper explores the practical, theoretical and empirical case for an indexed approach in fixed income, outlining why passive investing came later and examining whether its growth might continue to echo, or even catch up to, that of equity markets.
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Our 2024 expectations for annualised returns over the next 20 years are a mixed bag. Strong gains across markets over the past year have tempered our expected returns for equities relative to our 2023 outlook. On the other hand, higher starting yields translate into improved expectations versus last year across many fixed…
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We believe 2024 will be a year of lifting fog for commercial real estate. While that will be a welcome development from the obscurity of 2023, fog can lift to reveal the challenges on the road ahead. This is especially true when considering the potentially new-normal pricing regime. Still, we think the clarity offered by the…
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Nuveen
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- 29 Jan 2024|
- Paper|
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12 Pages
Investors were reminded of the growing importance of alternative credit in portfolios during the interest rate run-up — and accompanying market volatility — that began in early 2022. Of note, Nuveen’s 2023 institutional investor survey showed that nearly 50% of investors were revisiting traditional and/ or opportunistic…
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