The challenges currently outweigh the opportunities in many classes of real assets, and funds have billions in dry powder waiting for better deals, but strong fundamentals will ultimately prevail in the long term, said the head of asset manager Nuveen’s real assets business. The listed real estate sector was last year “trading at some of
After more than a decade of high-priced bonds, fixed income is now compensating investors more than many asset classes, argued Raymond Sagayam, chief investment officer, fixed income at Pictet Asset Management in the United Kingdom.
Three major trends have converged to drive growing appeal in new alternative data classes of quantitative investing, according to a leading quant researcher. “Quants like us who were in the right place at the right time in history can take advantage of the confluence of these three major secular trends,” said Mike Chen, head of
A slight moderation in inflation statistics, and a rising belief that growth is more durable than expected, has lulled markets into a false sense of security, according to senior portfolio strategist Phil Dobrin at American investment management firm Bridgewater Associates. Markets are now changing their prices and discounting a future that is at odds with
There is no such thing as deglobalisation, and the reshaping of global trade amidst increasing protectionism is simply globalisation taking a different form, according to the chief economist at the asset management arm of two-century-old Swiss bank Pictet.
Asia will remain the epicentre of global growth during 2023, but rising global headwinds will drive greater variation between markets, experts predict. Ben Hurley examines the outlook for the region ahead of the Fiduciary Investors Symposium in Singapore next month.
Top1000funds.com is the market leading news and analysis site for the world’s largest institutional investors. It focuses on leading the global investment industry to continuous improvement through case studies of best practice in governance and decision making, portfolio construction and efficient portfolio management, fees and costs, and sustainable investing.
The publication pushes the industry to question whether status quo processes and behaviours to tackle risks and opportunities will be sufficient in the future, and actively campaigns for diversity, sustainability, transparency, innovation and better alignment of fees in the investment industry.
Top1000funds.com is read by investment professionals in more than 40 countries.
Fiduciary Investors Symposium