Why China, Why Now?Subscription
The domestic Chinese equity markets are some of the largest and most liquid in the world, and they offer unique investment opportunities—yet they have been largely neglected by institutional investors.
On the heels of two good years in the bond market, the best days for fixed income are likely behind us. 2016 produced strong returns in most sectors, especially high yield corporate bonds, which generated double digit gains.
THINK US: Commercial real estate debt - The sweet spot for investing in a portfolio superfoodSubscription
Commercial real estate debt can act as a ‘superfood’ for various types of investment portfolios by enhancing performance. In our analysis, CRE debt can provide real estate equity and multi-asset portfolios with higher risk-adjusted returns.
As 2018 starts, the scene is set for a positive year for equities. Across Europe, there are clear indicators of continuing economic growth after a very strong 2017.
Click manager name to view full profile
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
Despite rising geopolitical tensions, there was no corresponding rise in negative sentiment in the most recent survey period. That does not mean there were no changes in sentiment trends; only that shifts were mostly slight. Perhaps it is important to put quiet times in perspective, however. Just as an ocean’s tidal shift can occur almost imperceptibly, the power behind the change can be immense....read more