When it comes to institutional investors, data has long been the realm of portfolio and investment decisions. But tools like big data analytics, the cloud and generative AI, are transforming an investment firm’s data use and management across its entire operations with potentially significant economic benefits.
Join Colin Reedie, Head of Active Strategies, and Matthew Rees, Head of Global Bond Strategies at LGIM, as they chat through the more volatile world of fixed income investing, where we are in the economic cycle and the outlook for active fixed income investing more generally.
The number one question when portfolios don’t deliver outcomes as expected is ‘why?’ A newly updated analysis of nearly 300 institutional equity portfolios totalling $250+ billion of assets reveals the six common drivers of unexpected investment results. Join Northern Trust Asset Management as they uncover the six key…
Given the uncertainty that continues to pervade the macro and investment landscape, investors must take a broad view of credit markets to identify risks and opportunities as they emerge. PGIM brings together experts from its affiliates to discuss the interplay between public and private credit, how asset owners and…
In this piece we explore the core considerations of factor investing and how quantitative and dynamic multi-factor frameworks can help investors navigate changing market environments.
In this episode, Steven Visscher, lead manager of the balanced strategies, discusses the impact of rising interest rates and inflation on the balanced portfolio in recent years, Mawer’s disciplined and collaborative approach to portfolio construction, and the importance of having a long-term perspective.
Discover why a diversified, broad basket commodities strategy may offer a more comprehensive solution compared to single commodity allocations like gold. As one of the largest U.S. broad basket commodities managers, according to Morningstar, PIMCO provides expertise in seeking to maximize potential returns, hedge against…
What does playing poker have in common with trading stocks? A lot, according to these top Wall Street traders. From patience and bet sizing to managing risk and reading other players, top firms like Susquehanna use poker to help train new traders.
The idea that the typical investment portfolio can be constructed with a 60% allocation to equities and a 40% exposure to bonds has paid off for number of decades, with very few exceptions. Last year happened to be one of those exceptions: the diversification effect broke down spectacularly, and the so-called 60-40 portfolio…
In the second episode of our Super Allocator Miniseries, we travel to Australia and explore the country’s sovereign wealth fund. Ben Samild, Deputy CIO of the fund, explains: their mandate and portfolio approach, how they select external managers, predicting the post-COVID macro environment, and currency and ESG…
Although the traditional asset allocation portfolio mix of 60% stocks and 40% bonds has been a widely adopted investment approach that has spanned decades, a lower interest rate environment coupled with the underperformance of equities and bonds has investors questioning the validity of the 60-40 asset allocation model.…
Drew Estes, CFA, a portfolio manager at Banyan Capital Management, and host Mike Wallberg, CFA, discuss Drew’s thought-provoking article, "Commercial Evolution," which explores the intersection of evolutionary biology and investment strategies.
