A second Trump presidency would see a new era of American economic protectionism, according to Allspring, sending inflation higher and global growth lower. And that’s without factoring in potential threats from China and Iran.
The AUD$660 billion M&G has been a “sleeping beauty” down under, and it wants more than the mandate it already runs for the Future Fund. Thinking like an asset owner is part of the equation.
While Japanese equities are back en vogue for the institutional investor set, not everybody is convinced, even as multinationals descend on the country and domestic corporates lift their governance game.
The $82 billion fund has picked up a new head of investment execution with a “wealth of expertise” from Citi Securities Services as it looks to enhance its own investment operation platform.
Super funds should start looking in their own region for private debt investments, according to Muzinich and Co., but the lower-middle market in the US also presents a “once in a decade” opportunity.
The EM story of economic growth and portfolio diversification should work in theory – but what’s worked in practice has been altogether different. Still, gloom around China obscures the many bright spots in a diverse market.
You can only see it if you look in the right places, but carbon mispricing could have massive implications for how risky an investment really is. Meanwhile, large language models are reading between the lines of earnings transcripts.
The peak in interest rates and inflation has been supportive of markets, but there’s still plenty of turbulence ahead and investors should be wary of chasing stocks higher.
Rising interest rates and elevated stock multiples have brought down the equity risk premium and created a highly advantageous environment for value investors, according to Pzena Investment Management.
A dearth of member data is “hindering progress” against the retirement income covenant and more than $145 billion of member money might be better off in guaranteed lifetime income products, according to new research.
