Global Investing

 

Global investing research


 

The changing face of real estate portfolios

The changing face of real estate portfolios

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.

Home bias in fixed income: Has it helped or hurt?

Home bias in fixed income: Has it helped or hurt?

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.

Asian retail resilience: Have store hours affected performance?

Asian retail resilience: Have store hours affected performance?

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.

The rise of fundamental factors in China A shares

The rise of fundamental factors in China A shares

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.

What could stress emerging markets?

What could stress emerging markets?

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?

A new day for monetary policy

A new day for monetary policy

Andy Sparks discusses the dovish stance of the Fed and other major central banks.

How can active managers put ESG to work?

How can active managers put ESG to work?

Many active managers are concerned that using ESG data might disturb investment  processes or introduce unintended biases. What’s the evidence?

Why are small caps different?

Why are small caps different?

Apart from size, what distinguishes global small-cap stocks from their large- and mid-cap counterparts?