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.
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.
Pensions & Investments spoke with Biagio Manieri, Ph.D., CFA, at PFM Asset Management, to sort through the current macroeconomic and market risks that asset owners need to understand in order to better position their investment portfolios and avoid a potentially bumpy ride.
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.
How can asset owners navigate the uncertainties of the current macro environment and the potential risks of inflationary pressures and market volatility, yet stay well positioned to meet their long-term investment objectives? A global asset manager shares key concerns of institutional investors and offers a total portfolio perspective.
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.
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.
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.
Over the past six months, the COVID-19 pandemic has brought unprecedented uncertainty to capital markets and the economy, including consequential impacts in the credit markets. Published October 5, 2020
With interest rates hovering near zero, the Federal Reserve doing everything in its power to keep the economy afloat and money flowing through the economy, and the U.S. facing both a pandemic and a presidential election, what should fixed-income investors do? Published September 7, 2020
In this environment, a high quality, global developed market fixed income strategy, managed appropriately, can offer U.S. dollar-based investors three quintessential results that can be more difficult to reach today than any time in recent history: return enhancement, downside protection and diversification beyond their home market. Published July 13, 2020
Biagio Manieri, managing director and chief multi-asset class strategist at PFM Asset Management, discusses economic ramifications of the pandemic as well as the question of whether passive or active strategies are better suited to take advantage of a market rebound.
This supplement will help institutional asset owners understand how the crisis-induced recession has impacted their investments, what opportunities have emerged and how portfolio construction is changing. Published June 29, 2020
Invesco portfolio managers Scott Wolle, chief investment officer, global asset allocation, and David Millar, head of multi-asset, discuss what they are hearing from clients about the current risk climate and offer insights into strategies for resetting allocations to help optimize potential investment outcomes and provide some downside protection. Published June 1, 2020
Keith McDonagh, MassMutual’s head of institutional solutions, talks about how the firm’s clients are keeping their focus on long-term goals even as they face pandemic-related uncertainty on many levels. Published May 18, 2020
New research from Invesco suggests there is room to evolve the DC investment menu to address the needs of these “Forgotten Participants” — those who want to feel in control of their investment decisions but would benefit from an investment menu with more avenues to professionally managed options. Published April 6, 2020
Two OCIO experts — Jim Link, managing director at PFM Asset Management, and Ian Toner, chief investment officer at Verus — explain why institutional investors have become more attracted to OCIO, clarify how a board’s key governance responsibilities shift under OCIO and offer practical insights on the key benefits and challenges of these programs. Published March 23, 2020