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.
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.
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.
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
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
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.
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
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
In this roundtable discussion, the panelists highlight key provisions of the law, point out what plan sponsors should pay attention to and why, and predict which features will have the most lasting impact. Published March 9, 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
As the innovation economy continues to evolve, so does the outlook for the venture capitalists who are funding its expansion and the resulting economic growth. This means potential opportunity for institutional investors. Published February 10, 2020