We think a massive shift in the global order is underway. Our five-pronged strategy is intended to help bond investors protect capital, capture yield, and maximize total return in today’s rapidly changing market.
While there are many forces inspiring institutions to hire an OCIO, there are also different types of OCIOs, and not all are created equal. Given their long histories and heft in investment management, custody and banking, asset managers are occasionally overlooked as potential OCIOs despite their global resources, operating systems and diversified business models. Importantly, partnering with an asset manager OCIO provides the potential for a higher probability of investment success due to three distinct advantages which this paper will explore.
In an age of extraordinarily rapid change, we outline some of the more predictable implications of a world in flux to help emerging-market investors to better understand the challenges, but just as importantly, the opportunities, that lie ahead.
For a decade now, most investors have believed there is little chance of a sustained acceleration of future inflation. But what happens if we enter an inflationary world where expectations of inflation begin to rise?
We believe fixed income should evolve across the glide path as participants' objectives change over time. This includes the absolute level of fixed income allocation and its composition of fixed income sub-asset classes.
Research shows that stock-driven ESG implementations alone invite steep trade-offs in return, risk, and ESG consistency at the portfolio level. Discover more efficient ways to pursue both stronger and more consistent ESG and risk-reward results.
Our 2021 DC language study uncovered that participants want plain-spoken language that helps them easily understand their investment options. Plan sponsors and their advisors can help close the gap of confusion by framing the investment menu with the right language.
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.
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.
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.
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.
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.