Are CIOs in danger of losing their information edge?
Below we present curated research that CIOs from North America to China, and from Norway to South Africa, should spend time exploring. They touch on long- and short-term financial and economic dynamics pertinent to portfolio positioning in a new market environment.
This report provides insight into the forces shaping the investing landscape for the coming years. There are six key themes which are explored at length.
For compliance reasons, this paper is only accessible in certain geographies
What would a recession look like and what follows? Are balance sheets vulnerable? Find out the answer to these and more questions, in this report.
For compliance reasons, this paper is only accessible in the United States and Canada
Broadly speaking, active equities did not deliver the same levels of alpha in 2022 as they have in years past. But why?
Competition is increasingly multi-faceted within the industry. Payments are moving away from traditional instruction methods and towards novel approaches.
The art market continues to grow. As such, the interesting opportunities presented to investors by this asset class also continue to flourish.
The current credit mania began in 1960 when Keynes’s disciples wrested control of money and credit under Kennedy.
The challenge last year was the lack of demand for new listings. Now, the demand is high, but the supply of debut-ready companies is still revving up.
This report simulates prospective long-term returns on short- and long-duration bonds, based on current macro trends.
There are two main measures of consumer price inflation in the United States: the PCE price index and the consumer price index (CPI).
This timely Special Report looks at how can investment managers use exclusion screens to raise the ESG profile of a portfolio while cutting down on introduced active risk.