Blog post: Office and retail investments’ historic dominance of commercial real estate portfolios is decreasing, with other property types — including logistics centers, student housing, and data centers — increasing. This evolution highlights how technology and the search for yield have led investors to diversify and seek exposure to other property types.

Blog post: Has global diversification or home bias helped reduce risk in the fixed-income portfolios of defined-benefit pension plans? We analyzed more than a decade of data to gauge the risks of domestic-only and globally diversified bond portfolios.

Blog post: Industrial real estate has outperformed retail assets in recent years, but the trend has been less pronounced in Asia, where store hours, among other reasons, might have led to more resilient retail performance.

Blog post: Commonly held perceptions, historically higher volatility and shorter, sharper bull-bear cycles relative to developed and other emerging markets have led many to believe that fundamental factor strategies may not work in the Chinese equity markets. Our research suggests this may be changing.

Blog post: Market turbulence caused by the escalating U.S.-China trade standoff raises a pressing question: What could trigger the next emerging-market downturn?