Industry Voices

Commentary: The coming crackup in middle-market corporate credit

INDUSTRY VOICES

INDUSTRY VOICES

When the next financial crisis will hit remains uncertain but it appears that middle-market credit will be in its crosshairs when it does.
Commentary: Geopolitics and markets – systematic perspective

INDUSTRY VOICES

INDUSTRY VOICES

The alignment of need and new tools makes the management of geopolitical risk fertile ground for progress.
Commentary: Performance fees: Making fresh lemonade from old lemons

INDUSTRY VOICES

INDUSTRY VOICES

Just because an idea like performance fees is not new does not mean it cannot or should not be revisited in the light of current industry thinking.http://edit.pionline.com/apps/pbcsedit.dll/red
Commentary: Moving toward a multipolar global order

Industry Voices

Industry Voices

Emerging markets going mainstream combined with the end of the great disinflation will see investors pursuing the best opportunities around the multipolar world.
Commentary: Wall Street and water — getting a grip on a slippery risk

INDUSTRY VOICES

INDUSTRY VOICES

Climate change and rising demand are crimping supplies of water even as investors are becoming aware of just how precious the resource is.
Commentary: What investors should look for in the changing PE market

Industry Voices

Industry Voices

The private equity and real estate industry is running hot and is likely heading into a more difficult, more turbulent period.
Commentary: Navigating late cycle requires managing outside the mean

INDUSTRY VOICES

INDUSTRY VOICES

Navigating late-cycle investing doesn't mean avoiding risk but it does require formulating strategies that take into account unexpected threats.
Commentary: Sustainable investing at a tipping point

INDUSTRY VOICES

INDUSTRY VOICES

Asset owners for the most part believe ESG investing is a good thing, but putting thoughts into action can prove a tougher row to hoe.
Commentary: The bigger risk to emerging markets isn't Trump, but China

INDUSTRY VOICES

INDUSTRY VOICES

China's policy reactions to U.S. tariffs may negatively effect the U.S. economy, but the bigger risk may be to neighboring emerging markets.
Commentary: For the next wave of technology-driven opportunities, look beyond the narrow sector

Industry Voices

Industry Voices

The next wave of technology-driven investment opportunities will be led by technology-using companies, with profound investment implications.
Commentary: New insurance structures eliminate UBTI hassles

INDUSTRY VOICES

INDUSTRY VOICES

CIOs are turning to annuity contracts to access alternative investments while reducing tax liabilities. So what's driving interest?
Commentary: Will your valuation process need to change?

Industry Voices

Industry Voices

Investors need to be aware of the alphabet soup of guidelines and regulations related to fair value reporting.
Commentary: Bridging the GAAP with insurers and alternative investments

INDUSTRY VOICES

INDUSTRY VOICES

Faced with historically low interest rates, insurers' investment arms have turned to alternative investments for better returns, but at what cost?
Commentary: Bringing transparency to endowment portfolios

INDUSTRY VOICES

INDUSTRY VOICES

Large endowments have a history of innovation but meeting demands for transparency requires streamlining data aggregation.
Commentary: Corporate pension funds have come a long way — are they ready to derisk?

INDUSTRY VOICES

INDUSTRY VOICES

Many plan sponsors find themselves in a position to put the theory of derisking into practice, but not first without taking these considerations.