11 Oct 2024 The Index Industry Association's 2024 asset manager survey reveals a much deeper set of challenges, opportunities, hopes, and concerns. AI was the most-raised issue in the past 12 months among respondents. Notably, asset managers are more keenly focused on macroeconomic issues like interest rates, inflation, and a potential economic slowdown than they are elections and geopolitical events, reports Rick Redding, CFA.

8 Oct 2024 Institutional investors who have doggedly pursued active management should heed the advice of tennis great Bill Tilden: “Never change a winning game; always change a losing one,” recommends Richard Ennis, CFA. To do so, overseers must focus on meeting their earnings objectives, rather than how well they have performed relative to market benchmarks.

7 Oct 2024 With its large youth sector, thriving startup and fintech ecosystems, and a close relationship with the United States, Mexico represents a significant investment destination for those looking to diversify their portfolios and capitalize on the myriad of opportunities. Sameer S. Somal, CFA, and Christopher J. Martin explore the opportunities.