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…
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Radical reform is required to ensure DC pensioners stay on course to achieve the retirement lifestyle that meets their aspirations. For schemes to support members, the industry will need to raise contribution levels and ensure that savings are managed to deliver the best possible outcomes.
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Private credit – specifically middle market, sponsor-backed direct lending – looks uniquely positioned to weather the future storm thanks to a number of supportive structural factors.
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Private capital can be vital in meeting net zero emissions goals. This includes infrastructure debt which can be an attractive way for investors to achieve their long-term return and income objectives and at the same time, help finance the assets needed urgently to support the transition to a low-carbon economy.
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For investors that want to support real-world decarbonisation through their portfolios, carbon footprint alone will not suffice. This paper explores why and begins to offer outlines of an alternative, which we will build upon in future publications.
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LGIM highlights the diversification benefits, megatrends, and the risks and opportunities that exposure to private markets can bring.
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Today, the U.S. ABF market stands at ~$7tn, claiming a material presence of the $40tn+ U.S. financing market. We estimate private ABF is on track for 20%+ annual growth over the next several years. Looking toward to the future of private credit portfolios, we believe private ABF provides a compelling value proposition that…
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Our experts draw economic parallels between today’s China and 1980s Japan and assess how China may fare better or worse than Japan on various fronts.
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This report aims to provide colour on the future direction of the asset management business. Its intended audience includes the senior management and marketing/sales planning staff of asset management companies and financial product distributors. Japanese asset management companies ended FY2022 (March 2023) with estimated…
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PGIM
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- 29 Nov 2023|
- Paper|
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12 Pages
We explore the historical record of the Fed Model, measured as stock-bond real yield difference, to explain future stock-bond relative total returns.
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In this report we analyse recent trends in mortality and how they affect defined benefit pension schemes. We take a look at what might happen in the future, illustrate some examples of how we have helped other pension schemes to get under the skin of what is driving recent experience and how it might influence your scheme,…
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Everyone is talking about de-globalization, and with good reason. After decades of increasing global trade volume and falling barriers between countries, a pause or even rewind of political and economic connectedness looks poised to be a driving force behind industry development, inflation dynamics, and the path of the…
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Perspectives from Franklin Templeton Investments specialist investment managers on the challenge of feeding a growing global population in the midst of climate change, geopolitical shocks, and uncertainty and the critical need for innovation in food and agricultural technologies.
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The credit markets are finally embracing quantitative investing and this paper provides an in-depth primer to quant credit. Readers will learn about the dynamics of systematic trading, the factors employed in quant models, and the future path this rapidly-evolving strategy is likely to take.
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At Capital Group, they know that most investors are focused on their long-term goals, like funding their retirement and their childrens’ education. And yet it’s rare to see investment perspective that considers anything beyond the next year or two. That’s why they want to look ahead to 2030 to highlight 10 of the most…
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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.
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Governments, regulators, companies and consumers are rethinking the way food is produced and consumed in an increasingly resource-constrained world. Our investment professionals and ESG analysts explore six key food trends.
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In the 1990s PGIM was among the earliest to explore quantitative investment techniques in response to our own clients’ shifting needs. Thirty years and many market cycles later, quants continue to leverage their unique strengths to help investors navigate their complex financial challenges.
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PGIM
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- 08 Dec 2022|
- Paper|
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16 Pages
Given the modest cost of being wrong about future correlation, investors need not rush to change their correlation assumption and re-optimize their asset mix until a new correlation regime becomes established. A slow adjustment of the forward correlation view, or even assuming correlation to be zero, may be a reasonable way…
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The post-pandemic economic cycle is turning. Slowing growth means corporate earnings will moderate and interest rates will peak, contributing to a trough in asset prices. Strong corporate and household balance sheets should bolster economic outcomes but may also make future policy support less likely. As a result, recession…
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