Rethinking ESG Investing: Core-Satellite Framework
QMA believes that ESG offerings will continue to evolve, and that a core-satellite approach will serve investors well to achieve their overall goals. In this Q&A, Gavin Smith, PhD, Portfolio Manager, Quantitative Equity, QMA, discusses the difficulties with current ESG offerings, as well as the likely evolution of viable frameworks for ESG investors.
3Q19 Outlooks & Reviews: Investment Opportunities Amidst Prolonged Economic Uncertainties
Increased trade tensions, market volatility and dovish federal policies have left investors with many uncertainties about the months ahead. PGIM experts cut through the noise in our latest quarterly outlooks.
A Trifecta for EM Equity Outperformance? A Dovish Fed, Steady Dollar and China Stimulus Could Fuel Emerging Markets
Having been cautious on emerging market equities for most of 2018, QMA’s Global Multi-Asset Solutions Team has recently shifted to a more positive stance, tactically adding to our EM equity allocation. QMA believes that the global macroeconomic backdrop for EM has improved, and there is a strengthening case for EM outperformance. In this new white paper, QMA explains their latest thinking.
Key Equity Themes for 2019
Jennison Associates’ 2019 outlook discusses key equity themes for the year and the sectors that might offer the best opportunity.