Crucial Questions for Global Investors

Here are some of the key questions (and answers) for allocators

There are many short- and long-term issues facing investors today. These include climate change risks, central bank policy, geopolitical conflicts, and daily market volatility. Here we have collected some of the most timely and practical research on the central questions surrounding this growing list of challenges. Investors will find insights into credit instruments, real estate investing and much more.

What are the Unique Attributes of Real Estate Investments? (MetLife IM)

When looking at the real estate world, investors interpret perceived risks differently, partially due to differing portfolio mandates and allocation time horizons.

Is Now the Time For Small-cap Value? (Allspring Global Investments)

For compliance reasons, this paper is only accessible in the United States

U.S. small-cap value equities have a long track record of delivering attractive results to investors. Will history repeat itself?

Should Investors Look for International Equity Allocations? (Vanguard)

For compliance reasons, this paper is only accessible in the United States

Investors continue to look for the right opportunities across markets and geographies. Should global equities be on their radar?

CLO, CRS, See The Difference, See The Opportunity? (Man Group)

The GFC was a turning point for certain credit instruments. Since then however, the CLO market has continued to grow in size.

Is There a Better Way to Forecast Risk and Deliver Profits? (State Street)

This detailed report shows how to estimate expected risk and return as weighted averages of the relevant past data, and how to forecast asset performance.

What Can Investors Expect from the Bond Market Now? (PIMCO)

For compliance reasons, this paper is only accessible in the UK & Europe

Allocation to fixed income has become trickier in recent months. Global allocators continue to seek opportunities for diversification in this space.

Are Saudi Banks Safe at a Time of Market Turmoil? (Macrobond)

As Western central banks continue to tighten monetary policy, Saudi banks seem well positioned to weather the market turmoil.

Will EM Earnings Surprise on the Upside? (Franklin Templeton Investments)

For compliance reasons, this paper is only accessible in the EMEA region

Investors are in the midst of earnings season for Emerging Markets. Here are the key outcomes allocators can hope for.

Where Can Investors Find Opportunities in Chinese FI? (FTSE Russell)

For compliance reasons, this paper is only accessible in certain geographies

Chinese spreads tightened versus the G7 in April as yields fell more, helped by PBoC easing. Will this trend continue?

Podcast: How Has the Investment Consulting Industry Changed? (Ninety One)

The investment consultancy industry has changed dramatically over the years. What should institutional allocators, like pension funds, look for in an investment consultant?