All Asset Classes articles
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White papersTop 10 with… Interview with our experts on life sciences
With a strong long-term growth potential and a distinct social angle, the life sciences sector is developing at a fast pace. Forward-thinking investors are looking for ways to enter this growing niche sector. But access is selective, and industry expertise isn’t enough to be successful. What does it take?
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White papersEM Debt: Time to Load Up?
A number of factors have converged to create a potentially compelling opportunity in EM debt. And with prices at attractive levels relative to history, now may be a good time to consider an allocation to the asset class.
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White papersWhat Will Differentiate the Asset Management Winners of Tomorrow?
From the rise of private markets to the proliferation of artificial intelligence (AI), the asset management landscape is changing quickly. How can managers stay relevant and competitive in the decade ahead? Martin Horne weighs in.
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White papersDemystifying the world of structured credit
As an asset class, Structured Credit has been around for decades. However, despite not being new, many investors remain slightly mystified by it and the role(s) it could play in their portfolios, being labelled as overly complex or an investment area reserved largely for highly experienced investors. Despite the perception, structured credit in fact is very straightforward with a focus on loan and credit products that help provide an integral source of funding for the real economy.
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VideoThe enduring appeal of Significant Risk Transfer looks set to continue
Demonstrating strong recent performance, Significant Risk Transfer (SRT) has been a favoured destination for investors seeking to capitalise on some of the attractive fundamentals offered by the asset class, such as the potential for high cash flows.
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PodcastDemystifying Capital Solutions Strategies
Michael Searles, Head of North America – Capital Solutions, explains why capital solutions strategies are garnering increased interest from institutional investors looking to diversify their private credit allocations and gain access to potentially uncorrelated returns.
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White papersGlobal Market Perspectives Q3 2024: Losing some of the shine
Global growth has broadened beyond just the U.S. But the limited nature of the upturns implies U.S. dominance remains.
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PodcastConnecting the Dots: Misconceptions and opportunities in ABS
A misconception that asset-backed securities (ABS) is largely the experience that the US subprime market went through during the global financial crisis still exists. In this episode, Matt Wardle and Harry Bullamore dispel the misconceptions around ABS which, once cleared, pave the way for investors to allocate to it, consider the uniquely defensive aspects of the asset class and where it sits from an overall portfolio construction perspective.
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White papersEuropean ABS: A compelling tool for DC default strategies
Asset-backed securities are often a misunderstood asset class, despite having many compelling characteristics including a potential return premium and a defensive capital structure.These, in our view, make them well-suited as a tool for inclusion in defined contribution (DC) default strategies.
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White papersBuyouts Keynote Interview: Private equity for all
In a keynote interview conducted by Buyouts, Peter von Lehe, Head of Investment Solutions and Strategy, discusses how the democratization of private equity is about expanding access to the asset class by solving the structural and operational barriers to investing.
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White papersUnderstanding Style Drift in Perpetual BDCs
The popularity of perpetual BDCs and speed of capital raise for some has made it harder for certain managers to selectively deploy capital into true middle market deals—leading to “style drift” that can expose investors to unwanted risks.
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White papersListed vs. private infrastructure: Why not both?
Investing in listed infrastructure may provide benefits that make a strong case for a larger allocation to listed markets relative to private investments than is currently observed by institutional investors. At Nuveen, we strongly believe in the infrastructure asset class.
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White papersNotes from the Road: Summer 2024
When we ask about which of our research notes are read most, one of the consistently popular seems to be feedback from our trips to see clients around the world. Everyone, it seems, wants to know what everyone else is doing. So, we offer another such note here, reflecting on discussions with clients in the US Southwest and Northeast, around Europe and Zoom calls with people anywhere in the world.
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White papersSelf-storage is a small but high-performing sector
Learn how self-storage can fit into a diversified portfolio
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White papersStrategic Asset Allocation: Balancing Art and Science
Guy Haselmann, Head of Thought Leadership at MetLife Investment Management (MIM), recently sat down with Ruth Farrugia, Global Head of Insurance Asset Management at MIM, to discuss strategic asset management for Insurance Companies.
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White papersFour critical elements for asset managers to meet the biodiversity challenge
Our biodiversity system is deteriorating at an alarming rate and its loss is causing damage to the natural world, society, and global economy.
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White papersPrivate assets views Q4 2023: selectivity is key
The latest update from our private assets business highlights new investment opportunities arising from global themes of decarbonisation, increasing deglobalisation trends, evolving demographics, and the AI revolution.
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White papersPro-invest Group Provides a New Perspective on Hospitality as an Alternative Asset
New White Paper Identifies Hotels as Underleveraged Investment Assets
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White papersThird Quarter 2023 - Fixed income perspectives
Themes, outlook, and investment implications across global fixed income markets
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White papersListed Infrastructure: A timely complement to unlisted infrastructure
Since its emergence as an asset class in the 1990s, infrastructure has increasingly featured as a distinct allocation within institutional investment portfolios.
