All Active articles – Page 2
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White papersThe changing face of global interest rate movements
Rising yields, growing income opportunity and an increasingly supportive market environment make a compelling case for investment in global credit, according to Insight Investment1 portfolio manager Shaun Casey.
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White papersQ3 2024 Outlooks: Opportunities and Risks with the World at a Crossroad
The global economy has continued its momentum, retaining a level of resilience that has withstood a flurry of challenges ranging from tighter monetary policy and borrowing conditions to a rise in geopolitical tensions. The US has powered global growth amid divergent results around the world, and with inflation cooling, central banks have either cut interest rates or signaled their intention to loosen policy.
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VideoInvestment grade: attractive yields with lower risk profile
The asset class is in a fundamentally good place, with the past few years seeing index yields rise to 5.5% – competing quite well with asset classes such as equities.
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White papersBuy and maintain: an alternate approach to fixed income investing
Nuveen’s approach to buy and maintain investing combines the power of active investing — including diversification and stringent credit risk management — with the benefits of passive investing, such as low turnover and cost-effective fees.
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VideoEOS 20th anniversary: stewardship reflections
In celebration of EOS’ 20th anniversary, Leon Kamhi reflects on the changes he has seen in stewardship over the years and his vision for the future.
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VideoLGPS Institutional Masterclass – Sustainable Investing
Join host Mark Colegate in this LGPS Masterclass on Sustainable Investing, exploring the significance of Emerging Markets. Experts discuss integrating ESG factors, Sustainability definitions, and balancing financial returns with societal impacts. With insights on chip manufacturing’s sustainability and global regulation shifts, the discussion navigates complexities in achieving a sustainable future.
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VideoTalking Markets – US Opportunities
With the US economy in good shape, and earnings growth coming through, how are valuations looking in the US market? Join Hugh Grieves, Fund Manager of the Premier Miton US Opportunities Fund, as he discusses politics, macroeconomics and what could be in store for the future.
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White papersThe New Frontier in Fixed Income: Systematic Investing
Bond investors have been looking for an approach that delivers attractive, repeatable, uncorrelated active returns. Is their wait over?
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White papersMidyear Outlook 2024: the new reality of investing
2024 so far has been a year of diverging economies, equity market highs and election fever – with far more to come.
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White papersThe Importance of Active Ownership
Shareholder engagement is for life, not just for proxy-voting season.
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White papersThe snap election could put QE losses back in focus
Back in 2021, when the Bank of England (BoE) announced the end of quantitative easing (QE) and the beginning of quantitative tightening (QT), few commentators understood how out of kilter the Bank’s balance sheet had become compared to central bank norms. The result has been losses on the BoE bond portfolios that dwarf those of other central banks.
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White papersPowering the US Economy
How can the demand growth for power in the US caused by AI be met by renewable energy companies? Read more from Premier Miton’s Jim Wright.
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White papersCocos – a unique flavour combination
Premier Miton’s Lloyd Harris, Head of Fixed Income, highlights how contingent convertibles can offer investors a unique opportunity in today’s higher interest rate environment.
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White papersUnleashing the potential: Navigating local currency EMD with active management
EMD has become increasingly appealing to a broader investor base as the asset class has developed. Issuance has increased, thereby improving liquidity.
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BlogNot All AAA CLO ETFs are Created Equal
Actively managed AAA CLO ETFs provide access to the highest-rated CLO tranche but not all AAA CLOs are created equally, and actively managed ETFs are showing notable dispersion in positioning.
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BlogThe Growing Dispersion in the Muni Hospital Sector
Rapidly changing dynamics in the hospital sector currently present an opportunity to generate alpha by investing in certain subsectors and geographies while actively avoiding others.
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White papersHow are UK asset owners repositioning fixed income portfolios?
We surveyed 100 fixed income asset allocation decision makers at public and private pension schemes, OCIOs, insurers, endowments and foundations between February and March 2024. We captured their thoughts on a range of topics including the fixed income market environment, intentions and attitudes to credit markets and to emerging market debt, plus thoughts on active management.
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PodcastThe Wonders of Japan’s Economy
In the last year, we saw Japanese equities led by Nikkei 225 and TOPIX gaining more than 30%. All while, the Bank of Japan raised interest rates for the first time in 17 years in March. With this active economic backdrop, what lies ahead for the Japanese market? How do geopolitical dynamics influence Japan? What should investors keep in mind when investing in this economy?
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White papers360°, Q2 2024: Can strong technicals lead to stronger fundamentals?
2024 has, so far, been broadly defined by idiosyncratic events, volatility and dispersion. For that reason, in our latest 360° report, our credit team emphasise the importance of credit selection from here.
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White papersLOIM Stewardship in 2023: pushing for ambitious action
How does LOIM go about helping companies become fit for the future while supporting long-term portfolio objectives? Decarbonisation, nature and best-practice governance were foremost on our stewardship agenda in 2023. We explore this in depth in our annual report to the Financial Reporting Council, which can be accessed here.
