Saturday, January 16, 2021

Public Equities

Conning & PRI’s Commitment to ESG Investing for Insurers

Matt Daly, Head of & Corporate and Municipal Teams, and Principles for Responsible Investing (PRI) outline the ESG investing issues facing U.S. insurers and...

Principal Real Estate Investors – 2021 Real Estate Strategy Outlook

by Indy Karlekar, Senior Managing Director, Global Head of Research and Strategy, Principal Real Estate Investors There's no doubt 2020 has been an interesting...

Does Equity Have a Place in Your Portfolio? With T. Rowe Price’s John Linehan

https://mcdn.podbean.com/mf/web/sdx2n8/IAJ_John_Lenahan_100820bdh5t.mp3 Stewart: Welcome to another edition of the Insurance AUM Journal Podcast. My name is Stewart Foley, and I'm your host standing with you at...

The Case for a Permanent Allocation to an Equity Stabilization Strategy

Institutional investors face a balancing act between two equally important needs: achieving robust long-term returns while avoiding the painful consequences of near-term drawdowns. Traditional asset...

How to Invest in Dividend Equities Now

Companies globally are slashing dividend payments as they face a combination of declining revenues and regulatory measures discouraging dividend payments. Not surprisingly, companies are...

Why Investors Should Ride the New Higher-Tech Infrastructure Wave with Liquid Real Assets

Executive SummaryThe investment fundamentals for liquid real assets have improved, as investment in the U.S’s infrastructure benefits from advances in technology. We define “liquid...

An Evolving Landscape: Highlights of the RBC GAM 2019 Responsible Investment Survey

IntroductionThe 2019 RBC Global Asset Management Responsible Investment Survey polled key decision makers, including institutional asset owners, wealth managers and pension plan consultants, around...

When Volatility Strikes, Add . . . Equity?

Bonds are the way to go to reduce risk, right?Maybe not. Investors are worried about the market forecasts they’re seeing these days and whether they...

ETF Check-In Provided by Brownstone 1Q2020 – Columnist

Key Points• There are 20 unique ETF issuers offering Fixed Income ETFs eligible to be reported as bonds approved by the NAIC.• Fixed Income...

Solving the Mysteries of Alpha

As evidenced by their high fees, stock pickers still are coveted in investing. Conventional wisdom attributes much of alpha to the skill of investment...