• 1 day ago

Amid a range of cyclical and structural headwinds, including increased adoption of hybrid working arrangements, a slowdown in global economic growth and elevated interest rates, investor preference...

By

CBRE

In

Macro, Fixed Income, Equities

• 1 day ago

Investors in hedge funds should bear in mind that these products can be highly speculative and may not be suitable for all clients.

By

HSBC

In

Industry

• 1 day ago

In mid-August, UBP raised its conviction rating on hedge funds from 3/5 to 4/5, reflecting the belief that alternative investments are well-positioned to navigate the shifting market landscape.

By

UBP

In

Industry, Private Markets

• 1 day ago

In our latest roundup of the key developments in financial markets and economies, we explain why the eerie calm last week may not last for long.

By

Muzinich & Co

In

Industry

• 1 day ago

Timely insights from inside Washington.

By

AGF Investments

In

Thematic / Megatrends

• 1 day ago

By Joachim Klement, Head of Strategy, Accounting, and Sustainability at Liberum Capital.

By

CAIA Association

In

Sustainability

• 4 days ago

Following the ECB's latest rate cut, Kim Catechis, David Zahn and William Vaughan weigh in on the potential for further dovish shifts if the eurozone economic slowdown persists.

By

Franklin Templeton

• 4 days ago

Learn more about the wide range of institutional investor attitudes and the challenges of adopting portfolio approaches to tackle climate change.

By

State Street Global Advisors

In

Thematic / Megatrends, Sustainability

• 4 days ago

The drivers of emerging market equity returns are evolving as innovation and economic decoupling join favorable demographics as future sources of excess returns.

By

Janus Henderson Investors

In

Thematic / Megatrends, Emerging Markets, Equities

• 5 days ago

A Leadership Shift into a Historically Tough Seasonal Stretch

By

Highland Associates

In

Portfolio Construction

• 5 days ago

Comment Letter to the SEC supporting the PCAOB’s Standard, “General Responsibilities of the Auditor in Conducting an Audit and Amendments to PCAOB Standards”

By

CFA Institute

• 6 days ago

Using your marketing deck to tell investors they’re wrong and you have all the answers may not be the winning strategy you think it is.

By

Apex

• 6 days ago

Once deemed the next big thing, the metaverse has had a mixed evolution. How can retail, leisure and hospitality businesses make the right moves on their metaverse play?

By

WTW

• 7 days ago

Historically, energy has underperformed due to executive pay incentives favoring costly exploration and drilling projects. But recent industry shifts have led to better-performing companies.

By

American Century Investments

In

Sustainability, Commodities

• 8 days ago

By

Ariel Investments

• 8 days ago

Helen Christakos and Sonya Aggarwal of our U.S. Privacy and Data Security practice and Eva Wang of our Technology Transactions practice look at California’s new AI bill that aims to balance AI deve...

By

A&O Shearman

In

Industry, Thematic / Megatrends

• 10 days ago

Social inflation is driving liability claims costs higher, particularly in lines of business exposed to bodily injury claims, and

By

Swiss Re Group

In

Thematic / Megatrends, Sustainability, Indexing / Passive, Macro

• 16 days ago

Japan's media giants: Sony and Nintendo's timeless influence.

By

Baillie Gifford

• 16 days ago

Economic data has been resilient, but everyone seems unhappy—will the consumer cheer up in time to avoid triggering a recession?

By

Neuberger Berman

In

Macro, CIO WEEKLY PERSPECTIVES