With the return of market volatility after a decade of strong equity returns, understanding fiduciary responsibilities and maintaining a prudent process around target date fund evaluation and selection has never been more important.
P&I roundtable of experts spotlights opportunities and cautions that investing in China requires a close watch on a sentiment-driven market, government policy and the ongoing trade situation.
What does 2019 have in store for the high-yield sector? Kevin Flanagan, WisdomTree's Head of Fixed Income Strategy, discusses why investors might want to take a closer look at their high-yield holdings and consider upgrading their credit quality.
Debates abound on what to make of financial markets’ recent behavior. We assess the fundamentally driven changes and outline several levers of active management that investors can pull to help close the return gap.
Many investors are hard-wired to overpay for “lottery” and “safety” stocks. QMA proposes a way to enhance index exposures by avoiding both.
In this roundtable, executives discuss different approaches to ESG and impact investing, how it has expanded across asset classes, how investors might think differently about data gaps and the benefits of ESG and impact investing, and what excites them about this rapidly growing part of the investment world.
Risk parity strategies embody diversification—across time and asset classes. However, because there are so many ways to implement these strategies, it can be difficult to define an appropriate benchmark. Discover one transparent, investable solution.
At what point should target date funds hedge against inflation? This paper seeks to quantitatively solve for inflation-hedging within a lifecycle consumption framework, explores the relationship between human capital and inflation, and expands BlackRock’s innovative target date optimization to provide insight.
Amid a crowded fundraising landscape, first-time GPs are often overlooked as LPs make larger commitments to fewer, established names. But emerging managers are challenging the status quo by typically delivering higher returns to investors—with women and diverse managers often topping the list.
Why should you care about A-shares? How do you invest? Is investing worth the risks? Our latest thought leadership paper, China’s Local Equity Market: ‘…How and Where and When’ seeks to answer these questions.
In multi-asset allocation framework, this paper proposes the effective tail risk management using two risk measures, lower tail-dependence based on Copula and CVaR. This paper also seeks the enhanced Risk Parity Portfolio using co-integration relationship in multi period optimization problem.
In this European private debt review of 2018 and outlook for 2019, we explore the key trends emerging in each of the private debt sectors and what will be important to navigate the ever-changing market through 2019.
In two recent commentaries, Olivia Engel, CIO of Active Quantitative Equity at State Street Global Advisors, discusses the market sentiment theme and how it can impact stock-picking and valuation.
We are living in an era of unprecedented technological change. As such, we believe the implications for investors will be profound. PGIM's latest megatrend research examines how technology is unleashing disruption beyond Silicon Valley and transforming investment opportunities across industries, asset classes and geographies.
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