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White Papers

Active Managers Well Positioned for Shifting Global Economy

As institutional interest in international equities is picking up from multi-decade lows, we believe now is a particularly important time to consider how active and passive investment styles target the asset class. In particular, we wish to focus on key shifts in the long-term investment landscape that could affect the performance of passive equity solutions. The global economy is entering into a period of stronger and more balanced growth that should alter the ways equities are valued and create greater opportunities for active managers focused on fundamental, bottom-up stock selection. We believe active managers are better at discerning changes in market or economic leadership and have more agility to make portfolio changes ahead of long-term trend reversals. Distortions that have supported passive strategies are receding while characteristics unique to international markets should allow active managers to capitalize on trend changes and mispriced stocks.

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All white papers posted were created by the listed authors who are solely responsible for the research, finding and all materials contained therein. Pensions & Investments has not verified or edited the materials (other than for length and style) and does not necessarily agree or disagree with the analysis and positions expressed by the authors. Reference to any company, product or service does not imply recommendation or sponsorship by Pensions & Investments.

For more information on submitting a white paper, please contact Richard Scanlon at rscanlon@pionline.com or 212-210-0157.