Is it India’s turn to shine? Enhanced productivity, prosperity and connectivity will help to drive much higher levels of consumption. Explore India’s consumption growth story, along with growth opportunities in solar energy and electric vehicles.
During periods of market stress and beyond, institutional investors often face liquidity pressures, and while traditional strategies such as keeping a portion of the asset allocation in cash have stood the test of time, ETFs can meet liquidity needs in an efficient and cost-effective manner.
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.
For business leaders, unforeseen events on the scale of 2020 represent a distinct call to action. This health crisis and its impact can lead to periods of uncertainty. An effective response demands action, adaptation and strategic positioning.
The high yield debt market has seen considerable changes since the start of the global debt market. AXA Investment Managers delves into best practices and opportunities in this new investment ecosystem.
Gold’s unique attributes as a scarce, highly liquid and un-correlated asset highlight that it can act as a genuine portfolio diversifier over the long term. Explore the trends and intelligence on gold as a strategic asset for investors.
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.
As investors weigh their optimal exposure to private credit strategies, they should consider that financing the recovery and its related economic development initiatives provides a more stable and impactful opportunity than distressed investing.
Both listed public and private equity investors are in uncharted territory. After all, how can you model that which you cannot see, detect, or even prevent. But in some ways like the famous saying “past is prologue,” history can offer some lessons that may prove a useful guide.
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.