A selective, disciplined approach to private credit continues to deliver positive valuations and consistent returns for investors, despite current market volatility. An experienced middle-market private debt manager explains what’s behind strong underlying fundamentals and how to assess the recent modest volatility in this asset class.
Sustainable investing is transforming from an optional approach to an integrated aspect of portfolio risk mitigation and return enhancement. Current concerns such as climate risk, Russia’s war in Ukraine, and new ESG regulations are impacting sustainable strategies and their spread across the asset classes. Learn the latest shifts in the sustainable investing landscape, current opportunities and strategies to access them.
As investors look for ways to manage inflation risk and navigate current market challenges, learn why trend following can be a mainstay of all institutional portfolios and help deliver positive, long-term risk-adjusted returns. A quantitative specialist shares insights on recent performance, key features and benefits of the strategy.
Learn how the SPDR MarketAxess Investment Grade 400 Corporate Bond ETF uses pioneering techniques in data inputs and portfolio composition to deliver higher-than-average liquidity relative to the broader U.S. corporate bond market. The newly launched ETF can deliver enhanced liquidity and transparency for a wide range of institutional use cases, particularly in the current volatile market environment.
Strong consumer demand, structural improvements and positive underlying fundamentals anchor a number of sectors and companies across the emerging markets. Active management and an ESG approach are also keeping investors steadfast, and poised to act in a timely manner, during this challenging period.
From geo-political strife to workforce resignations, investor concerns in a current rising rate cycle to increased demand for alternatives and private markets, a host of factors are leading asset owners to seek out OCIO partners. Learn the latest trends in mandates, from diversified strategies to ESG investing, and best practices in working with an OCIO partner.
As institutional investors seek out diversification and yield beyond what they can get from core holdings, the menu of opportunities in alternatives has expanded across assets, sectors and investment approaches. A host of considerations, from inflation protection and liquidity profiles to ESG factors, are at the forefront across the wide range of alternative investments today.
From reading the inflation tea leaves to adopting a flexible, outcomes-based approach appropriate an uncertain macroeconomic environment, this lively discussion offers fixed-income investors plenty of insights and opportunities across the credit spectrum.
As institutional investors stay focused on ESG integration, particularly as it relates to climate change, read about the latest portfolio strategies, advances in data and metrics, emerging sectors and opportunities, and key regulatory developments.
Data, automation and a singular focus on improving retirement security for employees is driving DC plan design and innovation today. Read the latest trends and solutions that plan sponsors are adopting and what’s next.
As institutional investors flood into private credit, the sector has expanded significantly and manager selection is crucial. A middle-market direct lending specialist shares how and why investors can find opportunities in private debt.
Coming off October’s 30-year high in the U.S. Consumer Price Index, institutional investors have been concerned with whether the recent inflation spike signals the start of a new and persistent phase of higher inflation or a transitory hike. Pensions & Investments spoke with leading asset managers who shared their recommendations for institutional investment portfolios.
The definitive guide for asset owners on best practices and current trends in environmental, social and governance investing. Each section offers practical guidance on investment strategies and engagement that promote and expand the ESG footprint across institutional portfolios.
What’s moving the LDI ball forward for pension plans that have seen funded status improvement? Industry experts share insights on best practices in managing the growth asset portfolio and the liability hedging portfolio, asset allocation and derisking approaches, and the growing trend toward customization.
Is this the time to accelerate into real assets, given strong economic and market fundamentals underpinning several sectors? Learn the latest thinking on key themes, asset allocation, execution considerations and active management across commodities and infrastructure to real estate and other areas.
Sustainable investing addresses dual objectives of risk management and investment opportunities in the global shift to a low carbon economy. Here are the latest approaches in corporate and sovereign fixed income, private venture strategies and impact investing.
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.
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.
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.