September's Most Thought-Provoking Insights

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 factors—such as size, value, and momentum—present time-varying trends, but the short-term cycles of these trends are rather stable.

Why Social Infrastructure Now? (Franklin Templeton Investments)

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

As the saying goes: bull markets are born on pessimism, grown on skepticism, mature on optimism and die on euphoria. Where are investors in this cycle?

2023 PGIM X CAIA Private Debt APAC Forum (PGIM)

Private credit continues to grow. The asset class is now attracting international attention and is becoming more and more diverse. Where are the opportunities (and risks) today?

2023 Global Retirement Index (Natixis IM)

For compliance reasons, this paper is NOT accessible in the United States and Canada

An already aging global population is experiencing the effect of a “Silver Tsunami” as a larger and even older population is pressuring traditional notions of retirement.

Lifetime Income: Now Is The Time For A Pension Reinvention (Nuveen)

For plan participants, a guaranteed lifetime income in retirement is a significantly larger concern and could be used to motivate talent recruitment and retention.

Yale Endowment Real Estate | Alan Forman (Capital Allocators)

Alan Forman is the former Director of Real Estate at the Yale Investments Office. In this podcast Alan shares insight into Yale’s investment operations.

Trend Following through Tactical Asset Allocation (Quantica Capital)

Trend-following based TAA can enhance risk-adjusted returns even when investors are long-only, unlevered, and restricted to a narrow traditional investment universe.

Breaking Down the Sources of U.S. Economic Resilience (Bridgewater Associates)

Investors are currently experiencing an unusual economic cycle from an income and credit perspective. Here is what they need to know about it.

Private Equity (Norges Bank)

The market for private equity has grown significantly since the 1980s, and now represents more than 60% of the total market for alternative assets.

Global Hydrogen Review 2023 (IEA)

This report is an output of the Clean Energy Ministerial Hydrogen Initiative and is intended to inform energy sector stakeholders on the status of and prospects for hydrogen.