Asset Management

Investment Insight Series

Past Webinars

  April 8, 2014

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The enduring case for high-yield bonds

Speakers: Kevin Lorenz, CFA, Portfolio Manager; Jean Lin, CFA, Co-portfolio Manager

  January 23, 2014

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2014 Outlook: Accelerating economy and normalizing markets

Speakers: Timothy Hopper, Ph.D., Chief Economist; and Daniel Morris, CFA, Global Investment Strategist

  • Why the U.S. economy is moving toward a self-sustaining recovery
  • Forecasts for consumer spending, housing, job growth, and impact of Fed tapering
  • Case for U.S. equities continuing to rise moderately and outperform other markets
  • Challenges and selective opportunities in fixed-income and non-U.S. equity markets

  September 26, 2013

Retirement plan default provisions: Trends and implications for retirement readiness

Speaker: David P. Richardson, Ph.D., Senior Economist, TIAA-CREF Institute

  • Role of default provisions and behavioral finance
  • New research: Participants shifting to default investment options
  • Implications for participant engagement and retirement readiness
  • Plan design alternatives to improve engagement and outcomes

  July 25, 2013

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Gauging the real estate investment cycle: Are we nearing a peak?

Speaker: Martha Peyton, Ph.D. Head of Real Estate Strategy and Research, TIAA-CREF

  • Potential impact of U.S. fiscal policy and other economic risks
  • Macro trends in U.S. and global markets
  • Eurozone prospects for a shift to positive growth
  • China and emerging markets impact on global trade and commodity prices

  May 14, 2013

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The case for real assets:
Demand fundamentals, low correlations, and inflation hedging.

Speaker: Jose Minaya, Head of Natural Resources and Infrastructure Investments

  • Long-term demand and supply fundamentals driving returns
  • Structuring for steady income and avoiding commodity shocks
  • Diversifying across agriculture, timber, energy, and infrastructure
  • Hedging with assets correlated with inflation

  April 25, 2013

Equity Video

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Debt Video

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Emerging Markets:
Broader opportunities and declining systematic risk

Speakers: Alexander Muromcew, Portfolio Manager, Emerging Markets Equity and Katherine Renfrew, Portfolio Manager, Emerging Markets Debt

  • Rising share of global GDP shifts EM from tactical to strategic role
  • Fiscal discipline and economic reform promote sustainable growth
  • Equity opportunities in smaller markets beyond the BRIC countries
  • Beyond sovereign debt: Opportunities in corporate and local currency markets

  March, 2013

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2013 Global Equity Outlook:
Searching for alpha in a stock picker’s market

Saira Malik, Head of Global Equity Research
TIAA-CREF

  • Global trends in asset flows and market correlations
  • Outlook and risks: U.S., Europe, China, and Emerging Markets
  • Opportunities across industry sectors
  • Fundamental research in a stock picker’s market

  February, 2013

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2013 Fixed-Income Public Markets Outlook:
Are we nearing an inflection point?

William Martin, Head of Fixed-Income Portfolio Management
TIAA-CREF

3 Minute Video Summary 

  • Macro trends underlying the current market environment
  • Are we nearing an inflection point – and potential implications?
  • Searching for yield in higher-risk and out-of-index securities
  • Key issues for bond investors in 2013

  January, 2013

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2013 Global Economic Outlook:
Are promising growth trends sustainable?

Timothy Hopper, Ph.D., Chief Economist
TIAA-CREF

  • Potential impact of U.S. fiscal policy and other economic risks
  • Macro trends in U.S. and global markets
  • Eurozone prospects for a shift to positive growth
  • China and emerging markets impact on global trade and commodity prices

  November, 2012

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The double bottom line in bonds:
Demystifying environmental, social and governance (ESG) criteria for fixed-income portfolios.

Amy M. O’Brien, Managing Director, Head of Global Social & Community Investing
TIAA-CREF Asset Management

3-Minute Video Summary 

Ms. O’Brien presented:

  • Evolution and recent trends in applying environmental, social and governance (ESG) criteria in the fixed-income market
  • Opportunities and challenges in defining best practices for assessing the ESG attributes of bonds
  • Examples of innovative investment opportunities in public and private markets: Affordable housing, community and economic development, renewable energy and climate change, and natural resources
  • Lessons learned from developing and executing ESG guidelines for fixed-income portfolios

  October, 2012

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Opportunity in scarcity:
Macroeconomic trends driving the long-term outlook for global natural resource investments.

Timothy Hopper, Ph.D., Chief Economist
TIAA-CREF

  • Macroeconomic trends and structural themes driving long-term demand for global natural resources
  • Opportunities and risks in various natural resource sectors
  • How sector investment trends have changed and where they are headed
  • Implications for investors: Potential portfolio diversification benefits and inflation protection drive increasing allocations to this asset class

  September, 2012

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Are your clients trapped in a liquidity/control mindset? How behavioral finance impacts the transition from asset accumulation to retirement income.

David P. Richardson, Ph.D., Senior Economist
TIAA-CREF Institute
3-Minute Video Summary 

Access TIAA-CREF Institute Policy Brief

Dr. Richardson presented:

  • New research on behavioral influences impacting retirement security
  • Why many investors are unprepared for shortfall risk as longevity increases
  • Psychological biases affecting retirement income decisions
  • Potential solutions for future retirees, financial advisers, and plan sponsors

The recording includes audience Q&A with Dr. Richardson.

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