All Active articles – Page 3
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Podcast
The 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 papers
360°, 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 papers
LOIM 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.
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White papers
Premier Miton Diversified Sustainable Growth Fund: why sustainable forests?
Premier Miton fund manager Duncan Goodwin considers natural capital, climate change and sustainable forests in the latest Sustainable Times.
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White papers
The Pitfalls of Investing In Factor Indices
Factor indices are a far cry from “passive” investing and may be ill-designed to deliver optimal risk-adjusted returns.
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White papers
Implementation Alpha: Adding Value in Indexed Fixed Income
Achieving benchmark performance in an indexed fixed income portfolio requires more than a passive approach. Read about State Street Global Advisors techniques to exploit market inefficiencies and deliver what we call ‘implementation alpha’.
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White papers
PEI Keynote Interview: Private Markets in Japan Continue to Accelerate
In a keynote interview conducted by PEI, Jonathan Shofet and Yoshi Yagisawa discuss how active primary fund investing and increasing LP appetite for co-investments, secondaries, and direct lending are indicative of Japan’s maturing private market landscape.
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White papers
Family Offices 2024: Adjusting to Post-Inflation Markets
Optimizing Family Office portfolios for the road ahead.
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White papers
Equity Market Outlook 2Q 2024
Powerful investment themes, such as AI, can capture the market’s collective imagination. Taken to an extreme, however, they can also trigger distortions across and within the markets.
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White papers
2024 Proxy Season Preview
No right versus wrong assessment can be applied to proxy voting. Assessing how proxy voting supports the overall investment process is what is most important. Rather than seeking to influence vote outcomes, the market should focus on influencing how investors use the proxy vote in the context of the investment objectives it seeks to achieve on behalf of clients.
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White papers
Q1 2024 CIO Review and Outlook
CIO Sean Taylor says macro uncertainty may moderate in the coming months, placing greater importance on active investing for generating alpha in emerging markets.
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White papers
Six reasons to consider an unconstrained approach to credit
After two years in deep freeze, appetite for risk in fixed income has begun once more to flow. In this update, we identify six reasons why an unconstrained credit approach may make sense from here.
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White papers
The Challenge of Active Engagement in a World of Passive Ownership
In an exclusive interview with the Global Investment Institute, Jonathan Bailey Managing Director and Global Head of ESG & Impact Investing shares the areas of focus driving his team’s research agenda and addresses his thoughts on the implications of the upcoming US Presidential election on the Inflation Reduction Act, the role for active engagement and how to measure companies’ true progress towards reducing real world emissions.
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White papers
Feast of opportunities: Six future food trends
The global food system is in a multi-decade period of upheaval. Governments, regulators, companies and consumers are rethinking the way food is produced and consumed in an increasingly resource-constrained world. Innovation and disruption are already happening and will, in our view, accelerate in the coming years.
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White papers
How to build a cross-asset value factor
MARS, our Multi-Asset Research Series, focuses on complex topics in the realm of multi asset to bring quantitative investment research back to Earth. This fifth edition addresses some of the complexities of forming a value strategy.
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White papers
Dispelling 3 myths about the small-size effect in equities
As a factor, size is widely understood by equity investors and is often a feature of portfolio construction. With mega caps continuing to dominate market returns, we assess the track record of the small-size factor and dispel three myths that challenge its relevance in today’s environment.
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White papers
CIO views: finding value through patient investing
How and where can patience reward investors? Over time, how could patient investors find better value? Across asset classes, our CIOs seek out areas they believe are underestimated or mispriced by the market and could offer superior prospects to investors adopting a long-term approach.
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White papers
Hard and local currency bonds provide different routes to returns
Emerging market (EM) bonds are increasingly becoming a strategic holding for many investors but a key consideration in this is the different attributes of hard- and local currency-denominated bonds — the two broad sets of investments available in the asset class — and understanding the benefits each can bring to a portfolio.
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White papers
The Credit Opportunity in M&A
In an environment of tight spreads and low volatility, we believe the reemergence of mergers and acquisitions can be a source of idiosyncratic alpha in credit markets.
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White papers
Postcard from India
Fiona Manning, co-fund manager of the Premier Miton Emerging Markets Sustainable Fund, hits the road and shares notes from the team’s company research trip to India.