All Strategies articles – Page 3
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White papersStewardship case study: AstraZeneca
EOS identified robust succession planning for both the CEO and the chair as integral to the achievement of a long-term strategy.
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White papersThe Rise of AI and ESG
Artificial intelligence (AI) is touching almost every corner of the global economy. But what are the implications for environmental, social and governance (ESG) issues?
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White papersAsset Allocation Committee Outlook 4Q 2024
“We do think the Fed will get the first 100 basis points done quickly, but we see the central bank aiming for a return to a neutral rate, rather than an accommodative one—and in a soft-landing environment that would justify a rate cut pause around mid-year 2025, in our view.”
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White papersAsset Allocation at Official Institutions: Taking the Three Critical Steps
A deeper dive into our optimized portfolios for Central Bank Reserves, Sovereign Wealth Funds and Public Pension Funds.
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White papersWhat’s your alternative? How institutional investors in EMEA are thinking about Private Alternatives
Private alternative assets are playing a greater role in institutional portfolios, driven by the pursuit of higher returns, diversification, and the increasing private market investment opportunity set. In a report published in March 2024, management consultancy McKinsey estimated that assets under management in global private markets totalled $13.1 trillion as of June 2023, and have grown nearly 20 percent per year since 2018.
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White papersPart II: Resilient Investing Amid Geopolitical Uncertainty
In an increasingly uncertain environment, PGIM surveyed investors across the US, Europe, Asia-Pacific and Middle East to uncover how geopolitical risks are changing the way institutions are constructing their portfolios and approaching risk management. The results shed light on the risks that investors fear most, as well as the actions they are taking to either mitigate the potential fallout or capitalize on opportunities that emerge.
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White papersIn conversation with Emmanuel Deblanc
A (former) chess player, Emmanuel Deblanc joined M&G Investments as the CIO for Private Markets in 2024. He sits down with Romil Patel to discuss the early days of his career and the journey to the top, why he thinks private markets are at a turning point – and the art of dealmaking in a more competitive world than ever before.
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White papersGlobal Market Perspectives, Q4 2024: Hard to be gloomy
Global policymakers have responded to weakening economic growth, raising the odds of a global soft landing.
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White papersThe three things every engager should know
What three lessons have the SDG Engagement High Yield Credit team learned in the half decade since inception?
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White papersMacroeconomics, Geopolitics, and Strategy - October 2024
If only LatAm’s fiscal policy could mimic its prudent monetary policy stance
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White papersAmplified Volatility Leads to Muted Bets
To get through the current environment, we think it is important not to chase the markets, but to let them come to you.
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People NewsHines Announces Expansion of Hines Global Income Trust Board Of Directors to Bolster Leadership
New director Diane S. Paddison and returning director Laura Hines-Pierce add depth of expertise in strategy and operations and bring diversified perspectives to Hines Global Income Trust
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White papersRisk Factor, Risk Premium and Black-Litterman Model
Risk factor models are now widely used by fund managers to construct portfolios and assess both return and risk based on the behaviour of common risk factors to which the portfolios are exposed. However, fund managers often have subjective views on these risk factors that they may wish to incorporate into their asset allocation strategies.
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White papersDo elections really matter to investors?
Investors seek to track the evolution of the economic fundamentals that serve to anchor asset returns over a long-term time horizon. We look at what they are.
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White papersGlobal Risk Report: Resilient Investing Amid Geopolitical Uncertainty
Investors face a challenging dilemma. While geopolitical strife calls for rethinking risk management, shocks may appear too frequent, and too great in number, to effectively mitigate their impact. Some investors feel the best course of action is to focus on trends that are more predictable or quantifiable—and deal with geopolitical surprises when they transpire.
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White papersExploring the full spectrum of fixed income strategies
Investors have traditionally thought of there being two primary investment styles, namely Active and Passive (or Indexing). But this binary view oversimplifies the new reality. Instead, it is better to think of investment styles as sitting along a continuum, where they become progressively more “active,” from index replication to unconstrained.
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White papersInvesting for resiliency with alternative credit
Investors have become increasingly uncertain of the investment landscape given the various economic and geopolitical factors which remain in flux. According to the Nuveen Institutional Investor Uncertainty Barometer, investors feel we are in a period of elevated macroeconomic and geopolitical uncertainty with 93% receiving an Uncertainty Score above the normal level of 50.
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White papersIndex investing as an active decision: implications for equity investors
Today’s passive index investing requires active choices, as customization and innovations in index funds have resulted in new considerations for investors and the potential for greater control.
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White papersPrime Time for CLOs
In this Pensions & Investments Q&A, Adrienne Butler breaks down the qualities that make CLOs a solid investment amid shifting market dynamics and the potential for further rate cuts.
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White papersThe time for a convertible bond re-rating has come
As rate cuts hit, shifting monetary policy sets the stage for an asset class resurgence, unlocking value and performance potential.
