Thought Leadership

Published in CIO on June 11, 2020

Factors first: a risk-based approach to harnessing alternative sources of income

Institutional investors can enhance their ability to capitalize on the yield and diversification benefits of alternatives universe. This approach allows investors to stitch together multi-asset portfolios in a more efficient, coherent way. Executing this, however is no simple task. If done incorrectly, investors risk negating some of the diversification benefits that make alternatives such valuable contributors to stronger, more resilient portfolios.

Sponsored by Nuveen

Published in CIO on December 19, 2019

Multi-Sector Credit: Outlook 2020

Seeking value amid low rates, rising risk and political uncertainty

Sponsored by Invesco

Published in CIO on December 11, 2019

Navigating the Low-Yield Minefield: The Case for Multi-Sector Credit

As interest rates continue to tumble this year, chief investment officers are left grappling with a familiar problem: finding yield in fixed income without taking on excessive risk.

Sponsored by Invesco

Published in CIO on November 5, 2019

Enhancing Fixed Income Returns With Diversified Credit Opportunities

“Rather than trying to predict and time interest rate levels, we think investors do better over the long-term through careful security selection in spread sectors.”

Sponsored by MetLife Investment Management

Published in CIO on October 2, 2019

Valuing a Lost Opportunity

An Alternative Perspective on the Illiquidity Discount

Sponsored by PIMCO

Published in CIO on September 16, 2019

A Theoretical Framework for Equity‑Defensive Strategies

We show that the return to a defensive equity portfolio can be decomposed into a hedging component and a component that seeks to generate returns.

Sponsored by PIMCO

Published in CIO on August 8, 2019

Investment Beliefs: Governance Bedrock for Investment Committees

Does your organization have developed investment beliefs? Learn why every investment committee needs an investment beliefs document and the six key questions that can help you develop one.

Sponsored by Mercer

Industry White Papers

China Fixed Income: a fast-growing and strategic asset class With global government bond yields low or negative, investors are increasingly searching for alternative diversifiers to equities. An active approach to China fixed income can serve as a powerful diversifier in global fixed income portfolios.

Global Currency Market Commentary Monthly review of currency markets reviews evidence of the asynchronous nature of pandemic recovery.

China is Embarking on A New Stage of Growth China is entering its fifth decade of growth, and the conventional view among global investors may falsely point to growth avenues being exhausted.

EMD: Reframing the External vs. Local Debt Debate for 2021 The historical outperformance of external debt has led emerging markets debt (EMD) investors to overweight external debt compared with local debt.