New Globalization
As the world’s power centers shift, tariffs and some geopolitical tensions rise and supply chains shorten, institutional investors face opportunities for and obstacles to portfolio growth.
As the world’s power centers shift, tariffs and some geopolitical tensions rise and supply chains shorten, institutional investors face opportunities for and obstacles to portfolio growth.
While protectionism appears popular in both political camps, its impact on US businesses and institutional investors is best viewed through a wide lens.
State and federal legislation aims to prohibit public funds from investing in the country.
In the US, members of both parties back a boost in Pentagon spending. The consensus is similar for military-related outlays in Japan and Europe.
The worker influx has led to moderate wage growth and thus held down inflation, according to the firm’s Arone.
With a variety of ‘new revenue opportunities,’ sports —teams, leagues, stadiums, broadcasting rights and more— are attracting the attention of institutional investors.
With a variety of ‘new revenue opportunities,’ the sports sector—teams, leagues, stadiums, broadcasting rights and more—is reaching new heights.
Established and emerging sports leagues are opening up and attracting institutional investors to a range of opportunities.
From youth sports to wellness to gambling, technology has made it easier to invest in—and profit from—sports.
Why sports investments are a new frontier for investors.
Investors and institutional allocators are looking for safety solutions as the danger posed by cyber attacks grows.
Disclosure requirements can be a hassle for companies, but investors seek to understand material risks.
Cyberattacks on universities have soared, so university endowments are trying to catch up with other industries to ensure their portfolios are safe.
Investors are increasingly focused on the role of nature in the economy, no where more than when allocating to products and companies that supply food and nutrition to the world.
Agriculture can yield a harvest of returns for patient, long-term investors.
Plant-based sources move onto the table to supplant beef and its ilk.
How institutional investors are starting to navigate the challenges of natural capital investments.
How institutional investors can participate in the fight against cancer.
How investors can participate in the fight against cancer.
Biomedical researchers are discovering drugs that improve patient care and although many needs remain unmet, investment opportunities emerge.
Under CIO Jason Klein, the celebrated hospital has leveraged its top-notch research and well-managed investments to produce still more breakthroughs.
Don’t miss your chance to learn from knowledgeable professionals about the interconnectivity and the investment opportunities available across biotech venture and other asset classes.
Sustainability is affecting all aspects of business and as a result, creating opportunities for institutional investors.
Information becoming available under new regulatory disclosures can be beneficial for investors looking to make sustainable investments.
How investors are capitalizing on the need for sustainable building materials.
Chevron and smaller companies bet that animal fats, trash and sugar, among other offbeat things, will power airplanes.
Enhance investment analysis by integrating ESG performance scores and key issue data.
By building a customized portfolio based on ESG and UN SDG principles, investors can have an impact without sacrificing returns.
How are growing longevity and other demographic trends in the U.S. and globally affecting institutional asset allocators and the portfolios they manage?
How will institutional investors adapt to a population that is living longer?
The common wisdom has been that retirees will liquidate their holdings in securities and real estate to fund their old age.
As economic pressures mount, a shift toward extended employment for older workers will increase, changing what it means to be retired.
Generative AI tools are changing the role of technology in institutional investing, making some allocators and managers rethink how to best use it and to capture investment opportunities.
Generative AI tools show promise but, for now, are mostly used for clerical tasks.
What’s next after chatbots? Practical, perhaps profitable, uses, such as in health care, power generation and manufacturing.
The rising value of water is a growing investment theme. How are climate, technology, geopolitical and other risks affecting investors?
Because the need for clean water is both universal and not close to being solved, publicly traded water utilities can be excellent low-risk investments.
Desalination, a seeming godsend for parched areas, also could be profitable for investors. But the process is not always easy to pull off.
A review of how are institutional investors are reshaping their portfolios to take advantage of the opportunities in and be prepared for the risks posed by the move to a carbon-aware economy.
AdventHealth CIO Rob Roy is leading a team working to make the system more flexible and better prepared for climate-related stresses.
A huge wave of change will create substantial risk and opportunity for institutional investors across geographies, sectors and asset classes.
The amount of investment needed for this enormous task is $4 trillion yearly, but the effort is gearing up now.
What institutional investors are doing to get the most out of the world economy’s move away from carbon-based fuels.
An examination of expectations for 2024 investment returns and the government policies that will affect them this year.
The mega-cap tech giants appear invincible. But things always change in the market.
There are factors to watch that could derail or boost the markets this year.
Wall Street's 2024 U.S. forecasts.
The nation’s stocks out-run everyone else’s, and should continue to, per the firm’s outlook.
Next question: What happened to the inverted arc’s role as a recession portent?
After many years of low borrowing costs, too many people have the delusion that these will return, NEPC warns.
A review of the alternative investments playing a significant role in institutional portfolios and what benefits and risks they present.
Yields are high, and well-fixed institutions back them, but what happens in a recession?
Already a trope in transition, the traditional portfolio had a rough 2022, so modern-day allocators must evaluate all potential paths forward.