The latest developments and trends in asset management practices for institutional investors. Find out how to submit articles on this topic here.
Discover why Japan's economy is rebounding with rising consumption, inflation, labor market reforms, corporate governance improvements, and tax incentives boosting equity investments. Continue Reading
Explore how historical economic challenges mirror today’s risks and why institutional investors should consider commodities to hedge inflation and geopolitical uncertainty. Continue Reading
Discover how equity factors like Momentum and Quality outperform during falling interest rates. Learn strategies to optimize pension plan portfolios amid rate changes. Continue Reading
Discover how Barings' Capital Solutions team leverages private credit growth and creative financing to deliver attractive, uncorrelated risk-adjusted returns. Continue Reading
Explore the 14th Annual Eye on the Market Energy Paper by Michael Cembalest on Electravision—the electrification of everything—and its impact on decarbonization, energy transition, and infrastructure needs. Continue Reading
Explore emerging market equity income opportunities with insights on technology, green transition, and rising consumer power driving sustainable dividends and growth. Continue Reading
Explore Turning Rock Partners' Spring 2024 white paper on U.S. private credit, highlighting lower middle market opportunities, non-sponsor lending, and strong risk-adjusted yields. Continue Reading
Discover four key private capital themes for 2024, highlighting growth opportunities amid higher interest rates, market dispersion, portfolio excellence, and evolving financial processes. Continue Reading
Explore how infrastructure is emerging as a vital asset class, offering pension funds diversified, low-volatility, inflation-hedged returns amid global economic shifts. Continue Reading
Avoid overoptimism in retirement planning by focusing on median and below projections. Learn why relying on best-case scenarios can mislead your retirement savings outlook. Continue Reading
Explore Brian Griggs' insights on diversifying income portfolios amid economic uncertainty. Learn asset allocation, risk factors, and growth strategies for investors. Continue Reading
Discover how "Riding the Curve" in fixed income can diversify duration, enhance portfolio ballast, and prepare investors for varied economic outcomes. Continue Reading
