Many DC plan participants remain significantly underweight in mid-cap equities even though historically the mid-cap space has been attractive from a risk/return perspective. Access a short Q&A with Invesco PMs to learn more about why participants should consider a mid-cap growth equity option.

Is the housing market overheating? MFS housing sector experts explore trends, risks and opportunities in the US housing market from both fixed income and equity perspectives.

The role of bond investors will be important in the transition to the green economy. Are we at the start of an ESG bond revolution? Discover why ESG-labelled fixed income market could potentially grow to USD 60 trillion.

Without clean portfolio data, how confident are your analytics and investment decisions? Every institutional investor needs to establish a reliable Investment Book of Record (IBOR)—but this often requires cumbersome and duplicative workflows. Luckily, new technologies are unlocking efficiencies and quickening speed-to-insight.

In the latest “EDHEC-Risk Institute” special issue of the Research for International Money Management supplement, we look at retirement bonds; the interaction between withdrawal and investment strategies; institutional investment greenwashing; “precision investing portfolios” for liability-driven investors; replication of a commercial property index; and ESG strategy outperformance claims.

CreditSights empowers nearly 20,000 financial professionals among the world’s largest institutions with the credit-risk tools, unbiased research and comprehensive market insights they need to make well-informed credit-risk decisions.

Does higher leverage always imply higher risk? Not always – leverage can also be used to improve diversification and risk-adjusted returns, while minimizing the concentration in a portfolio.

There is a common misconception that Factors are a thing of the past, when actually, our data shows Factors matter now as much as ever! In today’s volatile markets, taking a deeper look through the lens of factors is critical to making informed decisions.

Fixed income markets are evolving with smarter electronic trading protocols, automated investment strategies, and greater availability of useful data. But fixed income indices have yet to adopt many of these advances. That creates a liquidity gap between fixed income indices and the funds that track them.

This month’s edition of Income Generator, we discuss the massive shift in the global order that 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.

Value, growth, or both? Discover how our stock’s style score measures growth and value characteristics using a comprehensive set of historical and forward-looking variables.