This MSCI research note looks at the historical behaviour of two risk-based investment strategies and investigates their potential application in an institutional equity portfolio.
Research
Does risk-based strategy diversification work?
Research
Purse strings loosen, despite rising concern about public equity valuations
The 2024 CIO Sentiment Survey finds asset owners increasingly willing to make significant allocation shifts after several years of reticence. They have a greater appetite for risk and are increasingly experimenting with new asset classes, but they are concerned about high public equity valuations.
Ben HurleyMarch 7, 2024
Research
WEF lays out global risks ahead: Cost of living and climate dominate
The world faces a set of risks that feel both wholly new and eerily familiar. The Global Risks Report 2023 explores some of the most severe risks we may face over the next decade.
Callum JonesJanuary 18, 2023
Uncategorised posts
OECD flags enduring obstacles to illiquid investment
A recent OECD report argues that pension funds have a vital role to play in helping finance the COVID recovery in areas like infrastructure and SME investment. Yet it also warns of pension funds’ limitations when it comes to investing in illiquid assets, and the risks.
Sarah RundellJanuary 5, 2023
Research
Global SWF: GIC leads; oil fuels Gulf funds and hedge funds give refuge
Singapore’s GIC invested more than any other SWF last year and fuelled by buoyant oil revenues, Gulf SWFs have had and are expected to continue their investment rampage. Elsewhere, hedge funds have proved one of the most successful allocations, particularly for ADIA, says Global SWF in its annual report.
Sarah RundellJanuary 3, 2023
Research
Don’t shy away from emerging markets in volatile times
Good quality, holistic research is more important than ever when assessing emerging markets investments with a sustainability lens, argues a portfolio manager at Newton Investment Management.
Ben HurleyDecember 6, 2022
Research
ADIA sets up ADIA Labs in another boost to tech capabilities
ADIA is setting up ADIA Labs in another boost to its tech capabilities. Focussing on data science, AI, machine learning and quantum computing, the research unit will help inform global trends set to drive returns in the future like the transition, blockchain, financial inclusion or space.
Sarah RundellOctober 20, 2022
Sustainability Harvard - September 2022
Kotkin: China bears may have been right about Western resilience
ESG-focussed investors are having a hard time justifying their China exposure to boards. They will need to develop new narratives if they want to stay in the China game, argues historian Stephen Kotkin.
Ben HurleySeptember 30, 2022
