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Thought-provoking insights from global asset managers Explore some of the best pieces of content we read in November, produced by top asset managers and global institutions, touching on the U.S. election, factor investing, and more. The Dollar’s Exorbitant Privilege (CFA Institute Research & Policy Center) For more than 20 years, the U.S. government has run […]

Explore quality and timely perspectives from global institutions Here are some of the highest quality pieces of insight from top asset managers and institutions from around the world that you might have missed this week. QT or Not QT? (MetLife IM) The Federal Reserve’s balance sheet is too large relative to pre-COVID levels and still

Discover novel takes on markets and economies This selection of thought leadership offers some of the most relevant pieces of content for CIOs worldwide. They discuss a wide range of current market and economic events likely to impact your investments. For CIOs 2024 Global Systematic Investing (Invesco) This year’s study reveals a shift toward more

Explore quality and timely perspectives from global institutions Here are some of the highest quality pieces of insight from top asset managers and institutions from around the world that you might have missed this week. Negative Correlations, Positive Allocations (PIMCO) If the prevailing theme in asset allocation since early 2023 has been that bonds are

The latest research on pensions, insurers, and more Discover the latest insights on pension funds, insurers, family offices, endowments, and foundations. Global pensions Global Pension Index 2024 (CFA Institute Research & Policy Center) Providing financial security in retirement is increasingly difficult as global populations age and pension systems evolve. SEC Investigations of Public Pensions (Kangkang

On all things commodities from oil to gold Commodities are closely linked to geopolitical events—making 2024 an eventful year for this part of the market. Explore the latest views on key commodity markets from top asset managers and institutions. Can Platinum Market Deficits Be Met by ETFs? (WPIC) Platinum ETFs launched in 2007 have accumulated

Is the golden era of EM investing over? Explore the latest views on emerging markets—what risks allocators need to be aware of and where the next opportunities might be. Brazil’s $100 Billion Decarbonization Opportunity (McKinsey & Company) Brazil is one of the world’s top ten GHG emitters, but its existing endowments can support other regions

Your Investment Content Club Best ESG Thought Leadership finalists are: Amundi FTSE Russell Kroll Man Group PGIM Fixed Income Amundi – Institutional Investors’ Approaches To Responsible Investing This paper from Amundi explores how institutional investors are increasingly integrating responsible investing into their strategies. It highlights the incorporation of environmental, social, and governance factors as being

By: Gary Adams,  Senior Investment Content Specialist | 14 Nov 2024 Investing in the transition to a new economy This Special Report discusses the critical themes shaping sustainable investment strategies—focusing on how initiatives such as natural capital, decarbonization, and the circular economy are creating new opportunities for investors. READ NOW: Natural growth: Investing in our world’s

Your Investment Content Club Best Private Markets and Alternatives Thought Leadership finalists are: Bain & Company First Eagle Investments MetLife Investment Management PGIM State Street Bain & Company – Global Private Equity Report 2024 This 2024 Bain report on global private equity investigates current trends and future possibilities in the private equity space. It spotlights