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From pension funds and insurers to family offices and PWMs This selection of insights from global asset managers and institutions sheds light on the changing universe of institutional investors, such as pension funds, endowments, family offices, insurers, and private wealth managers. PENSIONS A Pension Comeback? Retirement in a Higher-For-Longer Regime (PGIM) Will 65 still be […]

Using machines and algos to trade any markets This selection of insights focuses on everything quant investing. It is dedicated to Jim Simons, the founder of one of the most famous quant hedge funds in the history of finance—Renaissance Technologies—who sadly passed away recently. To keep his memory alive, here are some of the latest

Spotting the right opportunities by understanding the debt markets This compilation of insights provides investors with the most recent research on credit and debt markets, segmented by investment time horizon. Explore the perspectives of leading asset managers and global institutions on the trajectory of interest rates, the potential risks for global debt markets, and where

Navigating the changing U.S. economy to spot opportunities The U.S. economy is still the heart of the global financial system, and the U.S. dollar is still the world’s most important currency. The geopolitical relationships between the U.S. and the rest of the globe impacts economies as large as China and as remote as Latvia. Here

By: Gary Adams,  Senior Investment Content Specialist | 13 May 2024 Baillie Gifford launched its first global emerging markets product in 1994. Since then, the asset class has changed dramatically, requiring investors to be adaptable and long-term in their outlook. Find out why emerging markets appear very well-placed for growth in the coming years. Read

By: Anton Balint,  Senior Investment Writer | 02 May 2024 Updated 10 May 2024 What allocators must know about the new global economy The world economy continues to change and, alongside talk of deglobalization, we now read about disruptions of supply chains and the implications of these disruptions to economic activity. To help investors get

Spotting the right opportunities among private market sectors Explore the latest perspectives on hedge funds, the VC industry, farmland, crypto assets, and private credit from some of the world’s top asset managers and institutions. Allocators are facing an increasingly difficult environment to source alpha, even from private market opportunities. These insights have been collected with

Looking more closely at Asian stocks This collection of insights brings allocators a focused list of analysis relevant to Asian equity markets. It touches on South Korean stocks, Japanese equities, Indian companies, Vietnamese stocks, and more. These insights will help any investor looking to diversify their EM equity exposure. Misfortune for Japanese Stock Pickers (S&P

Thought-provoking insights for CIOs from around the world… The job of a CIO has become increasingly difficult in recent years. The macro environment has been changing fast—and these developments will likely continue into the future. In this edition of our monthly CIO Reading List, we have chosen a number of pieces that ought to make

What were the most thought-provoking insights from April? This month’s selection of top papers brings allocators a wide range of insights on current market and economic developments. These include the latest changes within Bitcoin, trends within the gold market, the changes observed across credit markets, and many more. And make sure to check our Special