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Pensions
What role could alternative assets play in DC investment strategies in the future?
This report explores the topic of DC scheme investment in alternative assets, particularly in light of new opportunities and the potential benefits that they could provide.
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Investment Management
2023 – a year of transition for emerging markets
Growth is set to slow but EMs may still outperform developed markets.
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Investment Management
Data Alters Market's Expectations for Peak Policy Rate But Not Outlook for Fed Cuts
Strength in employment and inflation has caused markets to raise the implied terminal rate while still expecting the Fed to normalize policy – which is different from easing – in 2024.
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Financial Advice
How ESG and value investing can go hand in hand
ESG integration can be an essential component to unlocking value.
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Pensions
US dollar outlook: The Buck Stops Here
Jim Masturzo looks at how, over the last two years, the world has witnessed a parabolic strengthening of the US dollar compared to its developed-market counterparts.
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Financial Advice
Is it time to buy bonds now?
As global fixed income investors weigh their next moves, managers from BNY Mellon investment Management firms outline the opportunities and challenges.
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Investment Management
Semiconductor subsidies signal shift in US industrial policy
T. Rowe Price looks at why they believe these interventions will have potential implications for the economy and the industry.
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Investment Management
Growing Demand, Tight Supply Support Commodities in 2023
Despite macroeconomic headwinds, commodities markets may offer attractive return potential this year in light of ongoing supply constraints and China’s reopening.
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Investment Management
CAMRADATA explores why Systematic Strategies have declined in popularity and asks will this change as investors seek diversification?
This whitepaper looks at several different areas including systematic managers and consultants, asset owners and advances in technology.
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Investment Management
Outlook for Multi Asset & Equities in 2023
M&G believes we are ready and positioned for 2023. More importantly, they continue to hunt for the ‘known unknowns’ hoping to shed a speck of light on the ‘unknown unknowns’.
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Investment Management
WisdomTree publishes Q4 2022 thematic investing performance report
In this quarterly thematic review, we will look at the space and analyse the fourth quarter, as well as the full 2022 through the lens of performance, flows, and new launches.
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Investment Management
Key opportunities arising from the energy transition
Investment analyst Gianluca Guicciardi explores the key opportunities for monetisation across sectors.
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