Sean Peche, Portfolio Manager at Ranmore Fund Management, writes that investors must take note of how company chiefs are paid, as it appears the managements of many firms are no longer ‘on our side’.
We all know that past performance is no guide to the future, yet investors often have little else on which to base allocation decisions than examining fund managers’ track records.
The world’s largest pension funds will favour a total portfolio approach (TPA) rather than focusing on individual asset classes, research from the Thinking Ahead Institute reveals.
Dan Wales, Director in Economic Research, Fulcrum Asset Management writes that since early 2025, US trade policy has shifted sharply toward protectionism, marked by a broad set of tariffs imposed under emergency and trade-related authorities.
Morningstar Direct has reported that in Q1 2025, commodity-focused open-end funds and ETFs surpassed liquid alternatives in worldwide total assets under management for the first time since 2012.
Jeffrey Cleveland, Chief Economist, Payden & Rygel writes that with topics like “de-dollarisation” gaining mindshare, some investors have expected the dollar to be displaced. But quitting the dollar is difficult. Arguably, the dollar matters more than ever, he says.
Tim Crawmer and Frasat Shah of Payden & Rygel write that higher yields are attracting more demand from investors. Also, given that equities had a strong year last year, big funds have taken some chips off the table in equities and put them into fixed income.
n response to the increased attention to climate change risk, institutional investors, asset managers, and asset owners in the US are committed to implementing a variety of measures to address climate change and reach their net-zero goals, according to Cerulli Associates.
The complexities of assessing performance from responsible investment strategies have been laid bare after Morningstar’s ESG indices delivered a mixed bag in 2023.
Jeffrey Cleveland, Chief Economist, Payden & Rygel writes that everyone gets a lot wrong a lot of the time.
