How the economy did in 1Q21, and the outlook ahead.

The 3rd edition of our Coping with COVID-19 survey of investment managers focuses on plans for office reopenings and vaccination policies.

A common challenge for those investing in green bonds is that there is no uniform set of requirements or standards. This makes analysis and monitoring critical.

An explanation of Callan's 2021-2030 Capital Markets Assumptions, how they were developed, and what changed from last year's projections.

A key issue highlighted by GameStop is the unintended consequences of zero-cost money and commission-free trading enabled by today’s highly stimulative monetary and fiscal policies.

Asset owners, investment managers, and other parties may experience discrepancies in reporting point-in-time pricing or performance as a result.

As prospects for growth have brightened, yields on longer maturity bonds have risen while short-term rates have been anchored by the Fed.

Institutional investors should continue to closely monitor rent collections within their multifamily portfolios, as decreases in collections may indicate financial distress among tenants. Additionally, investors should engage with their real estate investment managers to understand how non-payment of rent is treated and how tenants could be displaced at properties within their portfolios.

Under the initiative, asset managers work with the companies they invest in to set targets to reach net zero emissions by 2050.

Many private credit managers are well-poised to generate outsized returns as the dislocation extends into 2021.