Macro Pulse offers holistic global economic, geopolitical, and asset allocation views. We believe the next 3 months mark a major inflection point for global asset allocation. Will U.S. growth slow, allowing rates to decline and global growth to converge? Or will it re-firm, increasing the likelihood of a more pronounced…

Welcome to Invesco’s Global Systematic Investing Study 2023. This year, we’ve refreshed the title of the annual factor investing study, to the Global Systematic Investing Study, reflecting the progression of quantitative investing over the past 7 years. Since its inception in 2016, the report has provided insights into…

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 his annual outlook, Global Head of Investment Strategy & Research Rob Martin considers long-term performance as the combination of structural tailwinds and cyclical opportunities.

A new investment environment is emerging with opportunities that may not have existed in years. Uncertainty remains high, but the good news is, in 2024, investors may be rewarded for taking risk again.

Recent advances in data quality and access built this industry to its current state and further innovations in the aggregation and use of data will transform the investment business. Institutional investors of all types understand that data is a must have resource. Data remains not only the cost of entry but also a critical…

With the economy and market sending inconsistent and often conflicting signals, we answer four key questions that are making investment decisions harder for market participants.

When looking for a strategy to perform best at the extreme ends of market returns, investors often turn to guaranteed but expensive put and call options to provide convex returns. The multi-asset nature of trend-following helps provide much-needed diversification to a tail hedging strategy – not least in an environment where…

Generating alpha within a portfolio is an objective that most investors strive for, but is something that often evades their grasp. There have been a number of quantitative models created over time with the aim of outperforming the market, however, as markets are continuously developing and evolving, it is difficult to find…

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.

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…

Climate change has become undeniable, and no industry has greater exposure to its risks than the insurance sector. It poses a unique threat to both sides of their balance sheets – to insurers’ assets as well as their liabilities.

In this document Robeco:

– explains the recent approach of governmental…

How should investors select the most suitable types of hedge funds for specific roles? Members of our Investment Strategy & Solutions Group offer a simple and intuitive framework that can help.

The strength of the US economy, receding recession risks and the start of the US Federal Reserve rate cutting cycle are in focus this month.

This paper undertakes a comprehensive examination of the Chinese dividend market, providing insights into the historical performance of the high dividend yield strategy.

Understanding how a fund manager manages leverage throughout market cycles can be an important part of selecting the right strategy for your investment goals.

In a race to sharpen their competitive edge, nations are re-deploying industrial policy. The shift from free-market economics to industrial strategy brings risks. Will the huge costs of industrial strategy be rewarded in terms of higher GDP growth? Or will subsidies stifle competition and productivity while pushing up…

See the latest insights from experts at Amundi.