Conference Board Archives | Chief Investment Officer

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Market Moves February 5, 2020

Business Spending Is Headed for Another Pinch-Penny Year

The tempo of cap ex should slow to just 1% growth in 2020, the Conference Board predicts.

Research September 25, 2019

If the Rich Think a Recession Is Coming …

UBS survey of family offices says a majority foresee an economic slump in 2020.

Industry White Papers

2020 survival guide to elections, hidden risks, and secular themes Multi-asset Strategist Adam Berger conducts research for public plans and other total-return-oriented investors, with a focus on asset allocation themes and investment policy issues. Each quarter he highlights his work in his “Top of Mind” publication.

The Power of Portfolio Flexibility Many investment managers apply strict portfolio constraints under the guise of risk management best practices. This paper examines the costs of those investment constraints and how an unconstrained investment approach can be key in generating long-term excess returns.

Quantitative Science—Actively Adding To Fixed Income Decisions Quantitative vs. active debate? This issue of Franklin Templeton Fixed Income Markets explains how our “active quant” approach sets us apart.

The Case for Greater China Exposure in Global Equity Portfolios Discover what makes China a compelling, stand-alone investment opportunity.

The China Position Gauging institutional investor confidence in their strategy for entering this growing market

Four strategies for investing in emerging markets Ways to manage your EM allocation, an out of favor, but still appealing asset class.