Unlike many things in life, the method is not as important as the outcome. Active or passive? Friends or enemies? It’s time to reframe the debate and embrace the whole continuum.
An increasing number of investors are looking at the opportunities that direct mortgage investments around the world can offer to their search for yield.
There are gradual shifts in market conditions that may act as magnetic forces on the distant use, value and investment performance of commercial real estate and infrastructure assets.
The Growing Importance of the "E" in ESGSubscription
Growing environmental concerns, and the concerted effort to tackle them on a global scale, are generating large-scale changes across multiple industries. The ability to more precisely identify how environmental regulations are driving industry changes, and having a deeper understanding of their impact on related companies and sectors, could offer investors a structural advantage.
Secular Outlook: our five-year market viewsSubscription
What does the future hold for investors? Find out more about our long-term views on market and asset class performance in our Secular Outlook.
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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