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Our EQuilibrium survey found that 40% of institutional investors globally are planning to reduce equity exposure in 2024. Nathan Shetty, head of multi-asset at Nuveen, highlights our latest findings. #Nuveenin90

Is it time to De-Risk your Fixed Income exposure? Please check out our upcoming webinar with affiliate CS McKee! #northsquareinvesments #csmckee #fixedincome #webinar

Predicting investment performance is hard in CRE, comparisons of private equity real estate and public REITs is harder as we see below with a global REIT index and a global open end diversified core fund index from NCREIF/ INREV and ANREV.

Having a defensive element to a multi-asset portfolio is important, but what is the best way to construct a defensive portfolio? In this week’s Perspectives, Multi-Asset Fund Manager, Anthony Rayner, argues that you can’t always rely on the same asset class to diversify equity risk. https://bit.ly/3R4HfvL For Investment Professionals only. Capital at Risk. #multiasset #defensiveportfolio

Analysis: Sharpe(st) in the #equity class. SA #equityfunds have divergent 10-year track records based on their #Sharpe ratios. 36ONE Asset Management (Pty) Ltd, Fairtree and Aylett & Co. Fund Managers lead the pack, Jaco Visser writes. The Sharpe ratio compares #investment returns with a fund’s risk. https://lnkd.in/dtJX6MrC

Many advisor portfolios are underweight in large cap growth, missing out on potential returns. The American Century Focused Dynamic Growth ETF (FDG) offers active large-cap growth exposure, with a 35.8% return over the last year, outperforming its benchmark. FDG's active approach and scrutiny of funds help navigate the large-cap growth world amid potential tech bubbles and market outlook changes.</div><div class="read-more"><a href="" class="more-link">Continue reading</a>https://lnkd.in/g7tuR8aW

Having gradually increased their exposure to private credit in recent years, major Nordic investors are starting to chase higher returns in the riskiest part of the market. According to the global investment giant Invesco Ltd., major Nordic investors are starting to question the performance of a stalled private equity market and are therefore trying to capture high double-digit returns in the credit market. “Asset classes that use credit to achieve more of an equity-like return such as distressed credit and special situations, have become a really interesting area for Nordic investors who are looking to adjust their portfolios to the current environment,” Raman Rajagopal senior client portfolio manager of Invesco’s private credit platform says in an interview with AMWatch. “This is not something we would try to push on to a client who’s never invested in private credit before. But for those sophisticated private credit clients who know the asset classes and the spectrum, there’s definitely a growing interest," says Stefan Behring, CFA Head of Nordics at Invesco. #assetmanagement #privatecredit #creditinvesting

Having a defensive element to a #multiasset portfolio is important, but what is the best way to construct a defensive portfolio? In this week’s #Perspectives, Multi-Asset Fund Manager, Anthony Rayner, argues that you can’t always rely on the same #assetclass to #diversify #equityrisk. For Investment Professionals only. Capital at Risk.

In the final episode of our series, THE SHIFT, Ralph J. Divino, BNY Mellon Investment Management’s Senior Vice President and Product Strategist, is again joined by Brendan Murphy, Insight Investment’s Head of Core Fixed Income, to discuss their views of sector and sub-sector investing areas of preference across the global bond market. https://bny.mn/4edEemE

Private #realestate can optimize a portfolio’s income potential, enhance diversification, and help to hedge against inflation. But what makes now an opportune entry point for investors? Explore why current market conditions are driving opportunities with Invesco Real Estate’s team here: https://ow.ly/yHte30sA6sl