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.
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.
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.
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
A number of economic and market fundamentals have lifted China toward recovery more rapidly than many expected, and which continue to underpin long-term share price performance. 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
One investment strategy not commonly considered as part of a risk mitigation arsenal but that can provide significant downside protection without the drag of a hefty premium during periods of drawdown is trend following. 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
Whether seeking to increase funded status, meet return targets or improve portfolio diversification, institutional investors need to be risk aware when investing in international and emerging market strategies. Yet traditional approaches to risk management can be limiting. Published February 24, 2020
With remarkable divergences in ESG adoption across regions and by asset class, three leading experts discuss both the “push” and “pull” factors driving institutional ESG investing today. Published February 10, 2020
Two trends are converging to make life for defined benefit plan sponsors much easier: improved funded status leading to more interest in ― and flexibility to deploy — derisking strategies and the evolution and growth of the OCIO, or outsourced chief investment officer, market. Published December 9, 2019
The equity opportunity set for emerging markets has changed dramatically over the past three decades, but institutional investors have generally not put those changes to good use in their portfolios. Published November 25, 2019
Invesco’s Joe Portera, chief investment officer, high-yield and multisector credit, Jennifer Hartviksen, senior portfolio manager, head of global high yield, and Ken Hill, senior portfolio manager, Invesco fixed-income multisector, discuss the goals a multisector credit allocation can help investors reach, and how. Published September 30, 2019
State Street Global Advisors, the seventh-largest provider of OCIO services, has seen that increased demand from institutional asset owners who are looking for enhanced governance and fiduciary oversight, as well as more efficient investment decision-making. Published July 22, 2019