What have been the most important lessons learned in terms of the performance since GIS SRI Ageing Population (the Fund) was launched in 2015?
Michael Freno, Head of Global Markets, discusses the benefits of ‘multi-asset’ or ‘opportunistic’ credit portfolios and the newly-launched Barings Global Investment Grade Strategies.
Real Estate Summary US Real Estate - Edition 2, 2019: Demand remains strong and spreads reversed somewhat in early 2019Subscription
US real estate investors are entering year four of a period of relative calm, income-driven performance. Demand is strong. Supply should be monitored closely. Capital flows are supportive but not excessive, even as spreads show signs of easing.
Soraya Kazziha, PIMCO’s Head of EMEA Client Solutions and Analytics, Rene Martel, PIMCO’s Head of Retirement Solutions and Michael Burns, Head of the UK and Ireland Institutional Sales Team.
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Each month IPE surveys around 100 asset managers with one or more European segregated mandates for their predictions for equities, bonds and currency markets in the next 6 to 12 months
The end of 2018 saw expectations shift meaningfully in certain markets, and then pause. It also saw trends accelerate, then pause. For most of us, the pauses were welcome, because the shifts were related to broad market plans. Unfortunately, 2019 has seen a resumption in the directionality away from prior trends. Trends that had previously been accelerating have resumed as well. These are not universally negative movements, but are meaningful....read more