All Portfolio Management articles
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White papersReturn Predictability, Expectations, and Investments: Experimental Evidence
The empirical finance literature documents a puzzling phenomenon: investors tend to adjust their portfolios insufficiently in response to changes in their own forecasts of asset returns. This paper proposes an investment experiment with information treatments to better understand the mechanisms behind this puzzle.
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PodcastBalancing Act: Economic Policy and National Security in a Fragmenting World
Mark Esper, former US Secretary of Defense; Michael Spence, Nobel Prize-winning economist; and Magdalena Polan, PGIM Fixed Income’s Head of EM Macroeconomic Research, discuss the global economy, how national defense is influencing economic policy, the geopolitical factors impacting trade flows and emerging markets, and whether the peace dividend is evaporating.
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VideoCapitalizing on the Opportunity in Portfolio Finance
With direct origination capabilities, a proven track record, and an offering of differentiated solutions, our dedicated team has the ability to provide investors access to a unique and rapidly growing private investment grade asset class.
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White papersShifting Institutional Property Portfolios: Evolution or Revolution?
The composition of institutional investors’ property portfolios has dramatically changed over the past few decades. This is a reflection of wider societal shifts, given that the property industry plays a key role in accommodating changes to how we live, work and play. In particular, long-term changes from shifting demographics to the adoption of new innovations all have a major influence on investors’ objectives—and in turn potential investment outcomes.
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White papersMacro market monitor
The Macro Dashboard provides a quantitative snapshot of the state of the U.S. economy and markets. With a consistent scorecard, investment committees can use this tool to evaluate periodic changes in conditions, prioritize research and drive dialogue that ultimately results in better informed portfolio strategy.
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People NewsEdmond de Rothschild REIM appoints Lennart Weinhold as Managing Director in the real estate debt team
Frankfurt, September 16 2024: Lennart Weinhold will be based in Frankfurt and report to Edmond de Rothschild’s REIM Head of Real Estate Debt and CEO for REIM Germany, Ralf Kind. Lennart will be responsible for portfolio and risk management. He will also be involved in loan origination and execution in his new role as Managing Director in the Real Estate Debt team.
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White papersThe Ongoing Outperformance of U.S. Industrial Real Estate
Investor interest in U.S. industrial real estate has reached a record high amidst historically strong property-level fundamentals. The sector has continued to be the best-performing property type tracked by the private real estate return benchmark over the past two decades.
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White papersSchroders Capital Global Real Estate Lens July 2024: your go-to guide to global property markets
Our latest analysis highlights the key data and trends that matter to global real estate investors.
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VideoWhy REITs are well positioned in the current market
In this Big Picture presentation at the Pinnacle Investment Summit 2024, Andrew Parsons (CIO & GREIT Portfolio Manager) discusses why REITs are in a great position to take advantage of current opportunities.
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White papersPassion for real estate and portfolio management: Top 10 interview with Dalibor Maksimovic
Indirect Swiss real estate investment has become increasingly recognized as an efficient instrument for diversification and resilience throughout various economic scenarios, despite starting off as a niche portfolio holding over 15 years ago.
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White papersHuman-Robot Interactions in Investment Decisions
We study the introduction of robo-advising on a large set of Employee Saving Plans. Differently from many services that fully automate portfolio decisions, our robo-advisor proposes investment and rebalancing strategies, leaving investors free to follow or ignore them.
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White papersUS cements itself as the global centre of tech innovation
The US technology sector’s vigour is showing no signs of abating given 2023’s superior performance has firmly spilled into 2024. Last year the Nasdaq delivered a total return of 45% and 2024 quickly witnessed the tech-heavy index hit new highs bolstered by excitement around the tech sector, while the wider S&P 500 also reached a fresh peak.
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White papersStyles of Responsible Investing: Attributes and Performance of Different RI Fund Varieties
Concerns about the environment, or about a range of social outcomes, are increasingly important to many asset owners. But their CIOs are faced with an array of responsible investing (RI) strategies: which ones best fit their objectives?
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White papers2024 midyear outlook: Portfolio construction themes
Navigating today’s investment landscape has become tougher, as widening cracks in the economy present tripping hazards or cause investors to stray from their long-term path.
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White papersArtificial intelligence and investing: it’s all about the data
Teaching machines how to ‘think’ has been a tantalizing goal since the early days of computing, and recent advances in generative AI have brought us closer to achieving it. However, whether AI-generated ‘buy/sell/hold’ signals can be used for investing is partly a question of whether the value outweighs the risk.
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White papersBack to basics: why the time is right for a return to multi-asset
The key characteristic that draws investors to a multi-asset portfolio is diversification. Diversification – sometimes referred to as the only free lunch in finance – embeds the idea that if a portfolio holds various asset classes, each with their own return drivers, the outcome is a smoother return profile. In other words, protection on the downside while still participating in the upside market moves.
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White papersWhy Quant For The Future
In the 1990s PGIM was among the earliest to explore quantitative investment techniques in response to our own clients’ shifting needs. Thirty years and many market cycles later, quants continue to leverage their unique strengths to help investors navigate their complex financial challenges.
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White papersSelf-storage is a small but high-performing sector
Learn how self-storage can fit into a diversified portfolio
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White papersOpportunities at the longer end of the commercial paper curve?
Federated Hermes’ Short Term Investments Committee of portfolio managers meets on a monthly basis to provide insights, strategise, and discuss investment opportunities across the short end of the yield curve.
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PodcastMake Your Money Move
Given the economic uncertainties that unfolded from the COVID-19 pandemic and lead to rising inflation rates, investors held onto cash as their main arsenal. However, with central banks signaling interest rate cuts, now might be the time to move cash off the sidelines.
