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.
ARC Research has revealed that the year 2023 ended with a strongly positive quarter for financial markets and thus, for the 12-month period as a whole, nominal returns for private client investors were a little above average.
Siddharth Saravat, Vice President, Economist, Payden & Rygel, writes that media stories are replete with demographic doomsaying. A shortage of workers. A lack of immigration. In some regions, there are too many people. In others, too few children. Aging and the burden of public sector costs. It goes on and on.
The World Federation of Exchanges (The WFE), the global industry group for exchanges and central counterparties, has published the first of a two-part research project which analyses exchange engagement with crypto market developments.
Venture capital is trending downwards, according to research from Preqin.
By Jeffrey Palma, head of multi-asset solutions and John Muth, macro
strategist at Cohen & Steers
© 2022 Institutional Asset Manager
