In our digital world, data is no longer an intangible asset, it’s vital to business strategy and management. Heightened market volatility and declining interest rates make it essential for CFOs to assess costs and risks of a company’s retirement plans.

Driven by a closer eye on performance and fees, a larger universe of strategies and ease of investment, insurance companies have accelerated their use of ETFs.

Recent developments in hedge-funds provide non-specialist investors access to the asset class. In our view, a passive approach to this complex investment universe may provide compelling opportunities.

Gold has been recognised as an effective commodity investment. Explore how a strategic allocation to gold has the potential to offer better long term risk-adjusted returns, broader diversification, lower volatility and enhanced liquidity.

During periods of market stress and beyond, institutional investors often face liquidity pressures, and while traditional strategies such as keeping a portion of the asset allocation in cash have stood the test of time, ETFs can meet liquidity needs in an efficient and cost-effective manner.

Investors have arrived at an inflection point with ESG investing, the beginning of standardisation and greater productivity and efficiency. Now, they need the tools and solutions to bring ESG reporting to the next level.

The interplay of pandemic, politics, and policy will have implications for portfolio allocations extending far beyond 2021, resetting expectations for everything from interest rates to asset valuations.
PineBridge Investments explores what investors might expect in 2021 - and beyond.

We believe plan sponsors seeking help on their retirement plan should look to work with a retirement plan professional who is dedicated and focused on helping plan sponsors holistically with a range of services.

Gold stands out as a key portfolio diversifier. A recognised portfolio enhancer, gold has the potential to provide liquidity and protection in times of market turmoil. Explore the role of gold as a hedge compared to other well established hedges.

The high yield debt market has seen considerable changes since the start of the global debt market. AXA Investment Managers delves into best practices and opportunities in this new investment ecosystem.

For business leaders, unforeseen events on the scale of 2020 represent a distinct call to action. This health crisis and its impact can lead to periods of uncertainty. An effective response demands action, adaptation and strategic positioning.

Gold’s unique attributes as a scarce, highly liquid and un-correlated asset highlight that it can act as a genuine portfolio diversifier over the long term. Explore the trends and intelligence on gold as a strategic asset for investors.

For more than 40 years, economic inequality, the gap in opportunity and outcome between the highest- and lowest-income members of society has grown unabated in the US and other English-speaking developed countries. Inequality presents material risk to both global economies and individual corporations and investors.

Six ways the corporate world will have to change. Through our “inescapable truths” research in which we identified several pre-COVID disruptive forces as shaping the medium-term outlook for economies and markets.

As the fallout from the coronavirus pandemic continues to reverberate, explore the trends that could have a profound impact on markets and the global economy: a weakening USD, unprecedented monetary and fiscal policy, and China’s latest credit boom.

A recession unlike any other is followed by an economic recovery that’s just as unconventional. Our Global Chief Economist Frances Donald takes a closer look.

How institutional investors can face their fears following hyper volatility and get comfortable re-allocating to risk assets.

As investors weigh their optimal exposure to private credit strategies, they should consider that financing the recovery and its related economic development initiatives provides a more stable and impactful opportunity than distressed investing.

Business changes are forcing the evolution of the role of the corporation, and boards must be well positioned to address a variety of environmental, social, and governance (ESG) issues, including climate change, data privacy and cybersecurity, and the changing cultural demands of a more diverse and tech-savvy workforce.

Both listed public and private equity investors are in uncharted territory. After all, how can you model that which you cannot see, detect, or even prevent. But in some ways like the famous saying “past is prologue,” history can offer some lessons that may prove a useful guide.

How the new richness and accessibility of data, and advances in data science, are enhancing both quantitative and traditional fundamental investment research—and sparking a revolution in active management.

Although global economic indicators appear to have stabilized in late 2019, investors may need to accept a degree of discomfort to find opportunities in 2020.

Conversation about high yield with Andrew Feltus Kenneth Monaghan.
Published December 4, 2019