Tag: Market

May 14, 2020

Op-Ed: Is Your Benchmark for Real? Probably Not

Longtime CIO Tony Waskiewicz provides a benchmarking suggestion to enhance your institution’s evaluation process.

April 16, 2020

CIO Roundtable: Secrets to Building an Effective Team

Insights from leading asset allocators into how they form and manage top-notch staffs.

Asset Allocation March 30, 2020

BlackRock, While Predicting ‘Sharp’ Recovery, Is Building a Strong Cash Position

The $7.4 trillion asset manager sees cash as a guard against further shocks, leading a trend sweeping corporate America.

Asset Management Culture March 24, 2020

BlackRock Commits $50M to Coronavirus Relief Efforts

The institutional investor joins firms such as JPMorgan in mobilizing around the relief effort.

Coronavirus - COVID-19 March 23, 2020

CalSTRS CEO Jack Ehnes Postpones Retirement Because of Coronavirus

The decision came after a request from the board, which said it needs time to conduct an executive search.

Asset Management Culture March 17, 2020

Flagship Bridgewater Fund Reportedly Tumbles 20% From Coronavirus

Founder Ray Dalio has admitted being taken by surprise by the economic impact.

Asset Allocation March 6, 2020

BlackRock Changes Global Outlook Due to Coronavirus

The world’s largest asset manager said it’s reducing cyclical exposures to global assets, such as emerging markets and Japan.

Newsmakers September 11, 2017

Northern Trust’s McDonald: Outlook Remains Positive

Continued strength from the equities market may be the most consistent return-driver allocators can hope for.

Industry White Papers

Investing in Real Estate, Look to New York—Here’s Why Capitalizing on near-term opportunities

2020 Long-term Capital Market Assumptions Q2 Update

Emerging Markets and Covid-19: Crisis or opportunity…or both? 2020 will be a challenging moment for Emerging Markets’ economies. But there will likely be a wide open Emerging Markets “door” that sees governments fall back on privatisation to bridge fiscal holes. In an environment of tight domestic monetary conditions and reduced cross border flows, the buyers of these assets have considerable advantage.

Meditations in an emergency Multi-Asset Strategist Adam Berger discusses the macro and market impact of the coronavirus and offers his "playbook" for the coming weeks and months, including thoughts on rebalancing and opportunistic investments.

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.