“Jonathon has the rare ability to bring both macro and micro perspectives to his role in managing our organization’s pension portfolios. This allows him to function both as an effective portfolio manager for our real estate portfolio and as a valuable contributor to overall asset allocation decisions.” -William Clark, Senior Vice President and CIO, Federal Reserve Office of Employee Benefits
The nation is an international pariah, but it has some bright spots.
Investors remain under-allocated to EM despite growth of the region. Now is the time to diversify with opportunities across the EM equities, debt and frontier markets.
CIO tells investment committee there aren’t enough top-tier firms to invest in to sustain growth.
Peak earnings may have occurred in the first quarter. But maybe the picture isn’t so bad.
What you think you’re saying about your retirement plan may not be what participants are hearing can be bad for you and for them.
In this video presentation, Anik Sen, Global Head of Equities at PineBridge Investments, addresses the new paradigms and categorization frameworks investors need to embrace amid new market realities and competitive dynamics. The discussion will be followed by a live Q&A with Anik.