Articles & White Papers for Institutional Investors

This year's study continues to provide valuable insights into the rapidly evolving landscape of systematic investing, chronicling the latest innovations and how practitioners globally are leveraging advanced quantitative techniques across asset classes.

A more thoughtful and far-reaching set of stimulus measures by the Chinese authorities has nullified some of the negative perception among global investors when it comes to China. David Perrett, Co-Head of Asia Pacific Equities, suggests that the continued caution could be creating some compelling long-term opportunities for…

Global emerging markets comprise a large and varied selection of economies and companies. Asia, the dominant region, offers populous and fast-growing nations, as well as globally competitive, innovative companies. However, emerging markets are often viewed through a narrow lens and treated as a homogeneous asset class. Simon…

This is True North Institute’s second quarterly newsletter. The primary aim of these letters is to quickly arm the Chief Investment Officer with some of the most important agenda items to be discussed in any upcoming investment committee meeting.

The next round of 2035 emissions targets – dubbed ‘NDCs 3.0’ and due early next year – are a critical juncture in global climate negotiations. These national commitments will be key to signalling what post-2030 emissions pathways G20 governments are envisaging.

2024 outlook and methodology | USD | Q4 update

Explore post-elections insights from Nuveen specialists on the economic impact of the change to Congress and the presidency and their potential policies.

Trump has won the presidency, and though full Congressional control may not be known for a couple of days, the result is highly investable. Below is an update (as of 9:30 am on November 6) of where we stand and what investors can take away.

What do corporate venture capital (CVC), sovereign wealth funds (SWF) and green investing share in common? They all have had almost unimpeded access to capital, from parent companies (with CVC), the government (with SWF) and impact investors (for green investing), and seem to, at least collectively, punch well below their…

How did the Russell 2000 Index perform in Q3 2024? Dive into market performance from every angle, explore sectors and their reflection in the market and more.

With the global interest rate-cutting cycle underway, our view is that a soft landing looks more and more likely.

Explore recent developments in commodity prices through the lens of five themes.

As sustainability continues to gain prominence in financial markets, institutional investors are increasingly compelled to rethink their investment strategies. With frameworks like the Sustainable Finance Disclosure Regulation reshaping fund classifications in Europe, investors now have to navigate a new landscape of ESG-…

This study examines two strategies for net zero portfolios: Net Zero screens for engaging emitters and Paris Aligned Benchmarks to shift capital.

This report examines US public finance sustainability, future of the US dollar as reserve currency, risks from rising debt, & investor confidence loss.

We evaluate the diversification properties and risk-adjusted performance of securities lending.

Members of our Investment Strategy & Solutions Group explain why shifting economic conditions may bode well for hedge funds broadly but also see reasons that manager selection may be more important than ever.

The widespread expectation of the global economy heading for a soft landing will be put to the test amid major political change and the risk this creates for economic stability.

Explore Invesco's 2025 global asset allocation outlook.

How are pension plans adjusting their ROA assumptions? And how do those assumptions line up with our long-term capital market assumptions? Find out in this annual update.