The last decade belonged to US equities, but history shows that the winners change, both within and across markets. As markets and economies recover, we see 7 reasons why investors should re-think having all their eggs in that one equity basket.

The COVID-19 pandemic and ensuing economic lockdowns have slashed global growth forecasts for 2020.

With varied expectations around the speed of the economic recovery, we analyse the potential performance of gold across four hypothetical scenarios provided by Oxford Economics: 1) swift recovery 2) US corporate crisis 3) emerging markets downturn 4) deep recession

Our analysis shows that higher risk and uncertainty combined with lower opportunity cost will likely be supportive of gold investment demand in 2020. This could offset the negative effect of lower consumer demand on gold performance as economic activity contracts.

Decision-makers can enhance their statistical toolkit for evaluating portfolios. The Polen Score marries active share with downside capture ratio using a simple formula and could help to evaluate a portfolio’s ability to generate alpha over time.

Invesco's new DC research examines participant investing decision-making. Learn more about the key drivers behind these Forgotten Participants' behaviors and actionable insights for plan fiduciaries. Download our Research Summary today.

The longest bull market in history has come to an end. The coronavirus, combined with oil markets, started the correction in late February 2020. However, even prior this news, many investors have been looking to de-risk portfolios, and low volatility has swelled in popularity.

Do emergency savings equal better retirement? See our latest research for more insights into the needs and challenges for plan sponsors and participants.

Intech illustrates factor investing’s fragile alpha potential and increasing constraints. Understand factor exposure beyond advertised claims of compensated risks. You may find the need to diversify – even limit – your exposure to them because of the uncompensated risks they represent.

ESG investments are already norm. Asset owners who are ahead with ESG investments will need to understand the risk characteristics of high ESG-rated stocks, when managing ESG incorporated portfolios. You will find out the hint in this paper.

Institutional investors have embraced commercial real estate, but their reluctance to allocate to equity REITs has been costly for beneficiaries over the last decade. As the search for yield continues, a fresh look at equity REITs is warranted.

New thinking to deliver optimized participant outcomes. Access our award-winning publication Shifting DC Times.

In our annual Global Investment Forum, BMO's multi-asset team gathered to formulate their annual outlook global market outlook. Topics and findings include environmental issues and decarbonization, Brexit, globalization and shorter term views on the markets.

ESG investments are already norm. Asset owners who are ahead with ESG investments will need to understand the risk characteristics of high ESG-rated stocks, when managing ESG incorporated portfolios. You will find out the hint in this paper.

For investors with long time horizons and the risk tolerance, opportunistic credit may offer diversification benefits and attractive return potential.

62% of DC participants worry about retirement income – yet very few take advantage of guaranteed solutions. Our latest paper explores how plan design and default options may overcome barriers and reframe the income conversation.

Should high yield investors go global? See how shedding the home-country bias in high yield offers improved potential for diversification and creates meaningful advantages for investors seeking a wider range of alpha sources.