Investment Management, Wealth Management

Sovereign Wealth Funds Insights

July 1, 2023

Sovereign Wealth Funds Insights
With concerns about global economic stability, many sovereign wealth funds (SWFs) are evaluating current market conditions to determine the most effective investment strategies. Diversification is a common theme for many fund managers, with some seeking new opportunities in environmental, social, and governance (ESG) and impact investing, while others are targeting industries that may be buoyed by a financial downturn.

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Penn Mutual

Since 1847, Penn Mutual has been driven to create a world of possibilities—one individual, one family and one small business at a time. To do that, we work side by side with home office associates who are passionate about raising the bar—and then leaping over it. It's a culture of continuous improvement and learning, of collaboration and creativity...

OTHER WHITEPAPERS
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Review of 2019 Credit Trends

whitePaper | January 9, 2020

The United States played a starring role as the rest of the world watched the President become the third leader in history to be impeached by the House in December. Our chief protagonist kept investors guessing by prolonging the ongoing US-China trade wars while simultaneously applying a slew of tariffs across Europe, South America, and elsewhere in Asia.

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Reimagining the Future of Finance

whitePaper | May 10, 2023

Fintech” is a word that’s barely a generation old. But in that nanosecond of historical time, this amalgam of “finance” and “technology” or, more specifically, the array of products and services that fintech companies have brought to life—has had an impact on the daily lives of billions of people.

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How to transform banking with Personetics’ revolutionary app

whitePaper | July 5, 2022

What customers expect from their banks is changing. Trends which were developing slowly have accelerated since the onset of the pandemic. A new generation of financial services has emerged as a result, and traditional banking models are struggling to keep pace.

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TEst test

whitePaper | November 25, 2021

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Capitalising on volatility in the motor finance market

whitePaper | July 8, 2022

The motor industry is facing a perfect storm of difficulties: lower consumer spending power; drivers rethinking how they use their cars and even whether they need a car at all; an increase of available data; the growing popularity of diverse fuel options – all of this has created greater volatility within the market.

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Muni 360 The comprehensive view of the municipal bond market.

whitePaper | November 15, 2019

MacKay Municipal Managers™ employs a relative value investment approach across all of their municipal strategies, with a focus on total return. The team seeks to capitalize on opportunities created by the mispricing of securities and will move along the credit curve based on where they find the best relative value. An emphasis is placed on risk management, and they currently do not employ leverage in the mutual funds they manage, which can increase volatility. The team’s active research-driven process and keen emphasis on risk control may benefit investors seeking attractive tax-free income.

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Spotlight

Penn Mutual

Since 1847, Penn Mutual has been driven to create a world of possibilities—one individual, one family and one small business at a time. To do that, we work side by side with home office associates who are passionate about raising the bar—and then leaping over it. It's a culture of continuous improvement and learning, of collaboration and creativity...

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