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Where should fixed income investors turn for opportunities? As 2023 is drawing to a close, how should bond investors think about the coming year? This one has been chaotic, volatile, uncertain. Will the future be more of the same, or will fixed income allocators see a return to a calmer market regime? To help investors […]

How can real estate allocators navigate the new macro world? This year has not been easy for real estate investors. The asset class has experienced plenty of volatility, at least according to the vicissitudes of the MSCI World Real Estate Index. This collection of insights focuses on the macro forces which have shaped the sector

What can allocators learn from Buffett’s long-term business partner? With the passing of Charlie Munger, Warren Buffett’s right-hand man in business (and perhaps in life too), we have collected some of the most recent stock selection insights to commemorate one of the greatest figures in the world of finance. Below you’ll find some of Munger’s

Positioning your portfolio to stay ahead of long-term structural shifts In investing, it can be hard enough to be on top of short-term market drivers let alone the plethora of internal and external forces affecting the long-term. So which are the ones that really matter?   READ NOW: Five Mega Forces Shaping Tomorrow’s Returns (Special Report,

Here is what investors should expect from the next year… The New Year is around the corner. Investors are re-evaluating their portfolios and assessing the macroeconomic landscape to decide how to position their assets going forward. Here are some of the latest 2024 outlook pieces from global asset managers and international institutions to help investors

Are hedge funds beating the public equity markets? Data on hedge fund performance is, at best, mixed. And it is often not positive, with a clear concentration of high returns in a small number of hedge funds evident. What about the rest? Can they still deliver above market returns? This collection of insights offers the

Navigating the changing waters of a new market order With the Christmas period coming upon us, allocators may well want to take this quieter part of the year to read up on developments that continue to change the very fabric of financial markets. This collection of insights brings timely observations from global asset managers and institutions

Timely information is the most valuable luxury for allocators This collection of insights brings allocators some of the most thought-provoking perspectives on markets and economies from the likes of State Street, FTSE Russell, HSBC Asset Management and more. All these pieces have been selected to help investors—big and small—develop an informational edge in today’s volatile macroeconomic environment.

Where can investors find new opportunities? Forward looking perspectives do not always have to come in an Outlook-themed format. In this set of recently curated content, investors can still find views on the prospects for markets and economies tucked into more nuanced papers. Subject matter includes ESG regulation, artificial intelligence, EM debt, and the changing

The latest selection of outlooks for the months ahead… Outlook paper season is upon us. This selection brings investors the latest projections on global markets and economies from asset managers and international institutions. Within these papers, the authors highlight those asset classes poised to deliver and the key risks to avoid. Regional Outlooks (PGIM Real