In this episode, Alex Proimos, head of domestic content, Conexus Financial, chats with Jason Brady, chief executive and president of Thornburg Investment Management, about a range of topics including dividends, bond yields and creating robust income in retirement.
The twin forces rewriting the rules of investing
Portfolios built for the old world will be severely tested as emerging forces rewrite the rules of investing. The Fiduciary Investors Symposium heard that geopolitical and macroeconomic upheaval, together with the disruption wrought by AI, should force asset owners to rethink the structure and composition of portfolios.
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CFA Institute views on net zero
CFA Institute presents its views on net zero, and climate-related disclosures by public companies. mrec4inarticleinline Sponsored Content scnative1 scnative2 scnative3
Net-zero hour
As the global association of investment professionals, CFA Institute monitors key debates and evolving developments across the investment industry. In recent years, one significant topic of discussion has been the role and application of environmental, social, and governance (ESG) information in the investment management process. mrec4inarticleinline Sponsored Content scnative1 scnative2 scnative3
‘Golden age of private credit’ comes with idiosyncratic risks: Pictet
Pictet private debt head Andreas Klein says “mainstream” private credit investments have run their course as buyout activity decreases and global regulators up their oversight. Instead, investors should consider “micro-niches”, but he warns these emerging corners of the market come with hidden and unique risks.
Net zero in the balance
Net zero requires transformational changes and significant investment. This guide aids industry leaders in implementing net-zero investing. It offers practical guidance that stresses the importance of mindset shifts and highlights strategies for success. All recent net-zero research and policy insights can be found on the Net-Zero Investing topic page. By Roger Urwin, FSIP mrec4inarticleinline Sponsored Content scnative1 scnative2
Stock-bond correlation ‘shock’ prompts portfolio rethink
For the past two years the correlation between bonds and equities has been positive, counter to the long-term assumed relationship between the asset classes. The challenges for asset owners include determining whether the change is transient or long-term, and what it means for portfolio construction either way.
Shared investment objective critical to portfolio resilience: Bridgewater
Investors who are looking to build portfolio resilience better get their team on the same page first about the underlying investment objectives in play, said Bridgewater co-CIO Karen Karniol-Tambour at the Fiduciary Investors Symposium.
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