All Strategies articles – Page 7
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White papersCharting the unpredictable: Harnessing data-driven solutions to enhance investment decision making
Pension funds, long regarded as the bedrock of long-term financial security for millions of workers worldwide, are currently navigating an increasingly tumultuous landscape. Traditionally conservative in their investment strategies, these institutions now face a confluence of challenges that demand innovative thinking and strategic foresight.
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White papersIncluding ESG in a fund name – cosmetics or effective driver of change?
A recent study by an international team of academics examines whether renaming investment funds to include the term ‘ESG’ is just a cosmetic jump on the sustainability bandwagon – or whether it does have a positive impact in reducing ESG risk and improving ESG performance. Here, we summarise their findings.
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White papersThe Risk-Reward Pick’n’Mix for Investors
Matt Hansford spoke to Private Equity Wire about the $200bn opportunity in portfolio finance, how it can serve as a strategic buffer against volatility and how as an asset class with large transactions, it enables investors to deploy at scale.
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White papersAligning investment strategies and sustainable development goals
The United Nations’ 17 Sustainable Development Goals promote sustainable development and work with a selection of indicators to help countries develop implementation strategies and allocate resources accordingly.
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White papersEMD: A credible long-term asset allocation candidate
Using cluster analysis and regression techniques, this paper highlights the importance of active management and bottom-up fundamental research in effectively navigating the multifaceted emerging market debt (EMD) landscape.
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White papersSmall Caps: To Index or Not to Index
More investors are taking a passive approach to small caps. Should they?
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White papersLDI market review and outlook: The aftermath of an eventful election season
The summer lull never really materialised this year as geopolitical risk considerations, and a significant election schedule remained at the fore, resulting in changeable investor sentiment and hence relative value opportunities.
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People NewsFlorian Grassl Joins The Investment Management Team At Dea Capital Real Estate Germany
Pan-European investment management company DeA Capital Real Estate is expanding its team in Germany and has now added experienced real estate specialist Florian Grassl as its Director of Investment Management. Florian Grassl’s experience at German and international real estate companies will help him broaden the company’s pan-European strategy, and he will be responsible for expanding DeA Capital Real Estate’s portfolio in Germany.
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White papers2025 Macro Outlook: Slower growth amid geopolitical uncertainty, but opportunities remain
Headwinds are blowing but conditions are supportive, so we see both risks and opportunities in 2025.
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White papersBuilding a Better Benchmark for Leveraged Loan Indexing
It is now possible for investors to invest in leveraged loans via an indexed, or passive approach, but advanced trading and portfolio construction techniques are key for low-cost, credible beta exposure. Read more in our insights.
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WebinarWebinar Replay - What’s Your Alternative?
To examine institutional use of private market assets, PGIM and Institutional Investor’s Custom Research Lab partnered to survey more than 250 investment decision makers at institutions in Europe and the Middle East, representing approximately $10 trillion in assets under management. Private assets make up ~25% of current respondents holdings, but what does the future hold? We take a closer look at how allocators across EMEA are thinking about private alternatives.
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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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White papersVenture capital landscape
A closer look at key innovation hubs, Swiss Valley and Silicon Canals
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VideoWhat the U.S. Election Result Means for Emerging Markets
Chief Investment Officer Sean Taylor shares his insights on the challenges and opportunities for emerging markets under a Trump administration.
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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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White papersStrategic Value Dividend: Why now, why always
Dividends offer stability in times of uncertainty, but, as Dan Peris, Head of Income and Value Group, argues, the returns they generate make them a smart choice in any market.
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White papersToo risky to cover?
As extreme weather events increase in frequency and severity, insurance losses continue to mount. Some areas exposed to the worst climate risks are now seen as too risky to cover. Michael Yamoah, Navishka Pandit and Judi Tseng assess the implications.
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VideoDecades in the making: MDT Advisers
While the name might not be familiar, our ‘MDT’ franchise has a legacy spanning over 30 years. In this series of videos, Scott Conlon, Investment Director, Federated Hermes MDT Advisers, takes it back to basics: who is MDT and what makes this approach to quant investing stand out from the crowd?
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White papersThe Market Implications Carried by the GOP Wave
The outcome of the U.S. elections emerged sooner than many expected as a Republican wave is set to place the GOP in control of the White House, the Senate, and possibly the House of Representatives. We see Wednesday’s significant market reaction as more of a confirmation of the moves over recent weeks—which is understandable from a directional perspective—rather than another, new paradigm. As such, the following provides our post-election takeaways on interest rates, investment risks, and credit conditions, while the accompanying link points to our assessment of how a GOP wave may affect economic conditions going forward.
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White papersThe Challenging Sustainable Investing Landscape
The incorporation of sustainability factors in investment decisions has become increasingly common in the portfolios of institutional investors over the past decade. This has been primarily driven by investors who may be focused on risk management, responding to new regulations, making investments that align with their values, or seeking to enhance long-term performance.
