This content is from: Research Domestic Firms Still Dominate Japanese Equity Research A quartet of local research providers led by Daiwa Securities Group tops II’s All-Japan Research Team — with one global firm cracking the top five. By Alexandra DeLuca March 14, 2022
This content is from: Portfolio Cliff Asness Is ‘Confident’ Value Stocks Will Continue to Outperform But there are still some bumps in the road ahead, the AQR co-founder said at the Morningstar Investment Conference. By Hannah Zhang May 17, 2022
This content is from: Portfolio Crypto May Be Allocators’ ‘Kryptonite’ PGIM argues that pensions and endowments are better off focusing on the broader ecosystem and forgetting about the currencies. By Julie Segal May 18, 2022
This content is from: Corner Office How Private Market Managers Delivered Another Record Year — And Why It’s Not Likely to Repeat in 2022 The rise of growth equity contributed to all-time-high fundraising in 2021, but uncertainty looms as geopolitical tensions and macroeconomic trends pose new challenges. By Hannah Zhang March 24, 2022
This content is from: Opinion Is a Recession in the U.S. Inevitable? In the Short Term, Probably Not. Real GDP in the first quarter was down for the first time since the beginning of the pandemic, but NDR argues there’s still gas left in the tank. By Veneta Dimitrova May 09, 2022
This content is from: Portfolio Buying and Holding Bonds Worked When Rates Were Falling — But What About Now? Actively managing fixed income has a mixed track record at best, but it still may be time for investors to get more creative and tactical, argues Richard Bernstein. By Hannah Zhang May 12, 2022