This content is from: Corner Office The II Fear Index: GDP Is as Scary as the Virus Institutional Investor’s weekly poll reveals that almost as many investment professionals want the government to prioritize the economy as they do public health. By Julie Segal May 19, 2020
This content is from: Portfolio Value Managers Fight Back On the back of the worst quarter ever for value stocks, AQR’s Cliff Asness and others defend the long-struggling style. By Julie Segal May 18, 2020
This content is from: Portfolio Investors Thought Dysfunctional Bond Markets Could Bite Them. They Were Right. Asset owners kept loading up on illiquid assets for the return potential, but feared the risks going into 2020. By Julie Segal May 18, 2020
This content is from: Portfolio How Fed Lifelines Get Into the Real Economy Asset managers who made hay on Fed loans in the last crisis have raised big money to do it again. By Julie Segal May 18, 2020
This content is from: Corner Office How Far Will Asset Management Pay Fall? Johnson Associates projects steep declines in asset management compensation, with hedge funds spared from some of the pain. By Julie Segal May 13, 2020
This content is from: Portfolio ESG Has Failed to Outperform for Years. Is this a Fix? Investors in ESG mutual funds have lagged the benchmark and haven’t been protected on the downside. Quants say there’s a better way. By Julie Segal May 13, 2020
Sponsored After the Great Lockdown: COVID-19’s lasting impact on business models Sponsored by PGIM May 20, 2020
Sponsored Why Active Management is Essential in Sustainable Investing Hamish Chamberlayne, Head of Global Sustainable Equity and Portfolio Manager, Janus Henderson, discusses some of the trends guiding his investment decisions and key themes and megatrends his team is watching. Sponsored by Janus Henderson Investors May 18, 2020
