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Can hedge funds keep their promises to investors? The universe of alternative assets and strategies (for there is a difference – one is a claim on cash flows, the other is a way to access that claim) is expected to grow quite a bit in the years ahead. But this positive development won’t be affecting all […]

How can allocators find the right opportunities today? Explore at length three of themes which are re-defining the investment process. Asset allocation is a broad topic. However, thinking about it from different angels can help investors spot new opportunities. Then, the coming of the green economy cannot be ignored. Even if ESG investing may seem

ESG investing, China’s (in)stability, and traditional alpha sources Three themes have shaped the market in September: the fate of ESG Investing, the growing instability of the Chinese economy, and the search for alpha among traditional assets.  Is the growing scepticism towards ESG investing justified? The answer depends where you look. Fund flows into ESG products

Opportunities abound A collection of some of the most thought-provoking insights of the month, offering investors critical information about global markets and economies. The topics covered are broad and essential to understanding what to expect in the months (and years) ahead. Trends And Cycles Of Style Factors In The 20th And 21st Centuries (PMR) Style

The latest insights into commodity markets Since the middle of 2020, large investment banks have called commodities their favorite asset class for the coming decade. Fast forward three years and data shows that the commodities super-cycle has developed well. Where can investors still find opportunities in this space? Here are some of the latest insights

By: David Brannon,  Head of Research | 13 Sep 2023 Updated 25 Sep 2023 CLICK TO REGISTER: Deconstructing the Drivers Behind Our Global Markets Outlook Join Roger Aliaga-Díaz, Ph.D., Vanguard Chief Economist for the Americas and Global Head of Portfolio Construction, and Andrew J. Patterson, CFA, Senior International Economist, for a live discussion on: Where the

Using experience to anticipate certain market events… This collection of insights provides allocators with key analyses on the macroeconomic developments likely to affect markets going forward. From the important role of dividends in delivering attractive returns, to the future of Africa’s clean energy infrastructure, below you can find a handpicked compendium of research from global

The latest insights into ETFs The ETF industry has grown substantially over the last 30 years. The products on offer have also become more diverse. As such, the opportunities for investors have multiplied—but so have the risks. This collection of insights provides allocators with some of the latest perspectives on the ETF marketplace. The Bank

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. 2024 Edition – Ten-Year Outlook

A new perspective for ESG strategies Latest data shows that ESG funds suffered record outflows in August. Does this signal a serious change of heart towards sustainable investing? As the insights below will demonstrate, many asset managers remain adamant that a solid approach towards sustainably allocating capital is crucial. Explore these timely research pieces and