Content (51)

  • Case for GDI – A Diversified Approach to Risk-Adjusted Income

    White papers

    Case for GDI – A Diversified Approach to Risk-Adjusted Income

    2019-11-15T13:27:00Z

    Seeking to maximize income per-unit of risk with a dynamic, multi-asset multi-manager solution. The theme of late-cycle volatility, spurred by geopolitical tensions and slowing global growth, has been well documented. Low global interest rates continue to present challenges to meet income needs and control risk.

  • Investing in an era of heightened risk velocity

    White papers

    Investing in an era of heightened risk velocity

    2019-10-07T12:31:00Z

    For investors navigating current market conditions—an environment where a single tweet can change the market direction and momentum—it is not just the risks themselves that are challenging but also the elevated pace at which risks can move from peripheral threats to portfolio impacts. We call this “risk velocity.” This paper explores the primary drivers for this phenomenon and potential asset allocation implications.

  • Strategic Relative Value – Q4 2019

    White papers

    Strategic Relative Value – Q4 2019

    2019-10-01T08:39:00Z

    A quarterly look at how macro events are driving relative value around the globe.

  • Initial repercussions of U.K.'s new prime minister

    White papers

    Initial repercussions of U.K.'s new prime minister

    2019-08-16T14:44:00Z

    In the first week that Boris Johnson became Prime Minister of the United Kingdom, the Pound Sterling fell by 3.0% against the U.S. Dollar and the odds of a messy no-deal Brexit rose sharply.

  • Strategic Relative Value Q2 2019

    White papers

    Strategic Relative Value Q2 2019

    2019-07-10T15:34:00Z

    A quarterly look at how macro events are driving relative value around the globe.

  • Q&A with Damien Buchet - June 2019

    White papers

    Q&A with Damien Buchet - June 2019

    2019-06-04T15:41:00Z

    What is the main objective of Finisterre’s EMD Total Return strategy?

  • Redefining Value: A Modern Definition

    White papers

    Redefining Value: A Modern Definition

    2019-05-23T14:10:00Z

    Performance leadership in the decade long U.S. equity market cycle is and continues to be growth stocks. Value has significantly underperformed for several years. Principal proprietary factor timing models signalled an opportunity for value exposures in December and we believe it is time to discuss portfolio implementation to take advantage of the potential value opportunity.

  • Strategic Relative Value Q1 2019

    White papers

    Strategic Relative Value Q1 2019

    2019-03-29T13:03:00Z

    A quarterly look at how macro events are driving relative value around the globe.

  • screen shot 2019 03 18 at 09.56.29

    White papers

    Get active about your passive

    2019-03-13T15:29:00Z

    The evidence is mounting that investors have given up on trying to beat the market in US large caps. For example, Bloomberg recently reported that passively managed large cap US equity fund assets overtook actively managed large cap US equity fund assets at the end of 2018.

  • Default Probability Measure

    White papers

    Default Probability Measure

    2019-03-13T15:20:00Z

    In a world of integrated global financial markets, accurately predicting company default risk is important not only in traditional fixed income credit analysis but also more broadly across the financial industry.

  • principal gi 2019 outlook

    White papers

    Global Perspectives: 2019 Outlook

    2018-12-19T14:20:00Z

    The new year brings new challenges and new opportunities for investors. The investment professionals of Principal Global Investors look at the regional macroeconomic outlooks and examine the major asset classes.

  • principal gi strategic relative value q4 2018

    White papers

    Strategic Relative Value: Q4 2018

    2018-12-07T11:09:00Z

    The investment climate is becoming more challenging as previous easy monetary conditions are being reversed. Risk/return expectations need to be re-evaluated, but investment opportunities still exist around the world.