Bolstered by hopes of fiscal expansion and above-trend GDP growth, 2017 saw expectations of rate rises climb—only to roll over again.
Prospects align to make 2017 a year for finding or borrowing wealth to fund pension plans.
Treasury STRIPS and custom LDI mandates have increased over the past five years, NEPC’s 2017 Defined Benefit Plan Trends Survey shows. Plan sponsors are taking a closer look at...
Glimmers of optimism keep mounting for the hedge fund industry. The renewed interest follows a brutal 2016, in which investors yanked $106 billion from the asset class, with the...
Booming consumer spending is transforming the Chinese economy even as risks elsewhere soar. How investors can profit while avoiding peril.
Davide Serra sees the United Kingdom as the “divided kingdom,” one with a broken growth model, and says shorting the country’s government debt, or gilts, is a good bet....
The massive move from active to passive allocation has both investors and analysts wondering how it’s going to change the market—and the world.
Investors are increasingly looking overseas to put their dollars to work. But the dollar itself refuses to cooperate.
Hackable automobiles, blockchain, wage gaps and plant-based proteins are all part of the equation for ESG investing. Doug Morrow researches the industry leaders heading the waves.
Gold remains relatively inexpensive in the face of record-high equity prices and spiking bond yields.
From infrastructure to private equity, asset owners seek a wider range of alts.
New research by index providers and other financial institutions suggests that emerging-markets companies with good ESG performance strongly outperform comparable companies in developing markets.