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.
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.
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.
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.
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.