Vantage Point: Australian Catholic Superannuation CIO Michael Block
Ask Michael Block what worries him most right now and his answer is simple: TINA. No, not an annoying relative or an irritating neighbor. TINA stands for “there is no alternative,” and the chief investment officer of the Australian Catholic Superannuation Retirement Fund (ACSRF) is worried investors could be paying too much for growth assets just before a downturn.
QMA Quarterly Letter: Beware False Prophets – Focus on the Logic of Value
In the latest installment of QMA’s quarterly newsletter, CEO Andrew Dyson, offers investors a different outlook on the relationship between growth and value factors, a better perspective on the “Is Value Dead?” debate, and insights into underlying market drivers.
Milken Institute Virtual Summer Series: Restarting the Economic Engine
The current crisis has severely hampered entrepreneurs and small to medium-sized companies – the backbone of the U.S economy. While government programs have provided a lifeline in some cases, many companies are still looking at months with little to no revenue and mounting expenses.
Market Volatility Has Declined – Is There a Case for Investing in Gold?
Now that equity market volatility has receded closer to its normal range, is there a case for investing in gold? In turbulent and uncharted times, reviewing historical records may provide a compass for the future. Uncertainty or not, PGIM's IAS team explores how gold-related assets may find their place in investors’ portfolios.