With the significant improvement of human lifespan, traditional retirement thinking does not adequately take into account the need for providing for the tail end of the lifespan in the form of a stable stream of retirement income.
What is driving the rise of populist parties in Europe, the election of President Trump, Brexit? We explore these issues alongside social and cultural changes globally and consider the implications for the future of globalization and for markets.
Core menus are designed to provide choice and diversification. But are they meeting that expectation? Our examination suggests four key steps to drive the next evolution of investment menus.
In our cover story, Aviva Investors looks at whether national self-interest in the US, China and Russia will lead to the emergence of new spheres of influence, and the potential economic and market ramifications.
Asset price volatility is a concern for most investors. One answer is to use a volatility-controlled strategy; one that seeks to reduce the risk, while retaining much of the growth within the portion of a portfolio.
Find out how new, pro-growth U.S. policies could accelerate the current credit cycle, requiring increased attention to tail risk in fixed income portfolio construction.
A new political and economic landscape is changing investors’ priorities and approach. The Schroders Global Investor Study shows that a focus on investment outcome rather than relative return is fuelling a significant rise in multi-asset and smart beta investing.
We are in the middle of a massive transformation of the asset management industry, as assets are increasingly shifting from active to passive. Which is better? We argue the “right” answer depends on an investor’s goals, risk tolerance, time horizon, and view on markets, among other factors.
Investors in EM debt have traditionally pursued bonds issued in an advanced country's currency, but today there is a more robust sector of locally denominated bonds. We believe this sector features more attractive risk/reward characteristics than ever before.
As a leading investor in private credit, learn why CPP Investment Board is attracted to the asset class in this Q&A with CPPIB's John Graham, Managing Director and Head of Principal Investments. Hint: Solid-risk adjusted returns is a significant factor.
This paper examines the philosophical and fundamental underpinnings for the creation of the WisdomTree fundamentally weighted Indexes, showcases the impressive performance track record generated, indicates the factors we believe drove performance, and concludes with how we think these strategies fit into the U.S. equity market context today.
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