Industry Voices

Commentary: Big data to help, not eliminate, investment professionals

Industry Voices

Industry Voices

Machine learning is changing how investment decisions are made, but investment professionals are still needed to examine the data.
Commentary: Why active share is not just for equities

INDUSTRY VOICES

INDUSTRY VOICES

Investors need a barometer to help determine how truly active their managers are — and active share can help them do that regardless of the investment type.
Commentary: My problem with 'emerging markets'

INDUSTRY VOICES

INDUSTRY VOICES

Using the terms emerging or developing markets prevent investors from seeing how dramatically the world has changed, specifically in Southeast Asia.
Commentary: Gender diversity as a driver of sustainable profitability

INDUSTRY VOICES

INDUSTRY VOICES

Investment managers should be looking at gender diversity to find high-quality companies that will retain high profitability in the future.
Commentary: Questioning some assumptions about pension assumptions

INDUSTRY VOICES

INDUSTRY VOICES

The numbers behind policy decisions for PBGC premiums and funding rules are often based on assumptions disengaged from long-term forecasts.
Commentary: As the real estate cycle matures, hedge fund strategies offer a solution

INDUSTRY VOICES

INDUSTRY VOICES

Institutional investors should reconsider real estate investments and evaluate real estate hedge fund strategies as an alternative.
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 along with the end of the great disinflation will see investors worldwide pursuing the best opportunities.
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.