The severe market stress from the breakout of the pandemic impacted all markets, and even some S&P 500 ETFs saw spreads widen due to the impact on their underlying stocks. Learn how a leading ETF rose above the crowd to deliver liquidity and speed in execution for investors.
U.S. small-cap equities continue to offer a compelling story, driven by innovation and growth from the ground up. Here’s where opportunities persist, despite the recent market pullback tied to the economic slowdown and Delta variant spread.
The latest thinking in DC plan design and approaches to help maximize retirement outcomes for savers and retirees. See how the current holistic view on protecting the overall financial security of employees ranges from programs for shorter-term financial needs to appropriate investment menu products to a customized range of solutions addressing retirement income.
With equity and bond market correlations turning positive, asset owners are seeking diversifying strategies uncorrelated to traditional assets. Learn how systematic global macro strategies can benefit a wider group of investors.
If you’re looking for diversification, middle-market private debt offers interesting opportunities that are tied to the rebounding U.S. economy, according to a specialist manager focused on a disciplined and selective strategy.
Access a series of reports on the asset management industry, offering the latest intelligence on key issues including OCIO, M&A activity and ESG adoption, via original research conducted by Chestnut Advisory Group in partnership with P&I’s Custom Solutions Group.
Impact investing has come of age, offering asset owners a range of strategies that deliver impact and returns. From thematic investing and highly-focused equity portfolios to impact indexes and active engagement in many forms, our experts offer insights into impact approaches that can deliver on specific ESG considerations.
To find out which sectors are holding up well, which ones remain challenged, and where investors should expect to see opportunities next, Pensions & Investments spoke with Eric Lloyd, global head of private assets at Barings; Scott Baskind, head of global private credit and chief investment officer at Invesco; and Theodore Koenig, president and chief executive officer at Monroe Capital.
Within ESG investing, learn why climate is at the top in terms of impact and importance for institutional investors. Learn about the latest themes around climate risk; how corporations and regulators are responding; data challenges and advances; and different investment approaches that address climate issues.
As asset owners re-evaluate traditional fixed income in the current market environment, a long short credit strategy can be a compelling alternative. A long short credit portfolio manager explains its key benefits and its broad utility for multiple institutional investors.
This special P&I Content Solutions and Toigo Foundation supplement showcases diverse leaders and diversity advocates across the investment landscape, showing that diversity, equity and inclusion practices are good for business and for investment returns.
Now may be the time to take an active, selective approach to uncovering companies in China that are poised to outperform in this dynamic, innovative and huge market. Our experts share sectors and trends that underpin their approach.
With impetus from regulation and technology advances, change is blowing through the DC world. Read the latest on plan design, lifetime income solutions, asset allocation considerations, participant communication, pooled plans, and more.
To learn about the many risks and opportunities ahead, Pensions & Investments spoke with Henry Song, fixed-income portfolio manager, Diamond- Hill Capital Management; Rob Waldner, chief strategist and head of macro research for Inves-co fixed income; and Dan Janis, senior managing director, head of global multisector bonds, at Manulife Investment Management.
Does the rally in emerging markets from the pandemic lows of 2020 represent a tactical or strategic rally? This report unpacks that question and other important issues institutional investors need to consider.
Challenged by the pandemic, the growing OCIO market passed major tests of governance and communications last year as providers helped plan sponsors and other institutional investors navigate uncharted waters.
As bad as the COVID-19 pandemic has been, many private markets are faring better than expected, and better than they did during the global financial crisis. But it takes deep understanding to take advantage of emerging opportunities, whether in real estate, venture capital, infrastructure or other areas.
Institutional investors have long thought of private markets primarily as a means to boost returns, but challenging economic conditions this year have many rethinking the role that private market investments can play in their portfolio.
In this roundtable discussion, three experts share practical insights and prudent strategies, through diversification or rebalancing, that pension funds can consider today as they look out at a low-yield environment that is likely to last for some time.