All Asset Classes articles – Page 2
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White papersIn-house expertise and the right investment strategy make the difference in financing fiber
Fiber optic cable networks are fast becoming an important asset class and the successful partnership between Primevest Capital Partners (Primevest CP) and Germany’s Hamburg Commercial Bank (HCOB) highlights how a distinctive approach to investing is bringing super-fast internet into even more homes.
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White papersThe sweetspot in European direct lending
When it comes to European direct lending, we believe that small is beautiful. Here is why.
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White papersInvesting in the sustainable transition
As we move into ESG 3.0, investors will need to look further to find investment opportunities. An area of interest is companies in a process of sustainable transition.
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White papersUnique Attributes of Real Estate Investments
Guy Haselmann, Head of Thought Leadership at MetLife Investment Management (MIM), recently sat down with William Pattison, Head of Real Estate Research at MIM to discuss real estate investing.
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White papersReal estate’s “SOS”: how to future-proof a major asset class
Owners and managers must focus on sustainability, operational excellence and finding new solutions (SOS) in management and investment, to keep pace with changing market dynamics.
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White papersPrivate credit – from niche to mainstream?
For more than a decade, both corporate and consumer borrowers benefited from low interest rates and a very low cost of capital. As the global economic backdrop continues to adjust to the activity of central banks and the uncertain geopolitical backdrop, investors are seeking ways to ensure that their portfolios are adequately positioned in order to meet their long-term risk and performance goals, write Jo Waldron and Karen Lam at M&G Investments.
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White papersPrivate debt: aligning investment needs with the means to deliver
An asset class that is now a core part of institutional portfolios, Mercer’s Private Debt offering combines expertise and opportunities to deliver amid a complex macro environment
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VideoWhat does the ‘democratisation of private assets’ really mean?
This animated video shows why and how access to private assets is becoming more democratic.
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White papersInvestment Opportunities in Private Commercial Mortgage Investments
At approximately $5.2 trillion, just over half the size of the U.S. corporate bond market, the U.S. commercial mortgage market is home to a variety of attractive investment opportunities.
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White papersWhat is the circular economy and why is it essential for real sustainability?
The current economic model is outdated. A transition to a circular economy is needed to ensure greater efficiency and a reduction in harmful practices.
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White papersWhen short term pain can bring long term gains
2022 has not been a great time for bonds. The Bloomberg Global Aggregate Index and Bloomberg US Treasury Index both hit historical lows, returning -13.9% and -9.1%, respectively, in the first 6 months of 20221 . Meanwhile, risky asset classes also sold off significantly, which has led to many investors questioning the role of bonds as a diversifier to equities.
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White papersEmerging market debt: an active approach
Emerging market debt (EMD) has already broadened and deepened significantly in the last few decades and as the asset class has developed, it has become more appealing to a broader investor base. Issuance has increased, thereby improving liquidity.
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White papersHow to get to net zero in real estate investment
We know a drastic fall in carbon emissions from the built environment is essential to save the planet. Even so, real solutions - let alone action - remain elusive. It’s time to work out how it can be done.
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White papersMarket Scenarios and Risks - February 2022
We are marginally adjusting the narrative to take into account the recent economic news flow and the impact of the Omicron variant, but are keeping the probabilities of the scenarios unchanged.
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White papersAsset Class Return Forecasts - Q2 - 2019
This document includes the perspective of Amundi on asset returns used to build reference portfolios for our institutional clients. A publication issued annually in February covers the major macro and financial foundations of our views, while this one provides a quarterly update of our medium and long-term expected returns by asset class.
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White papersAsset Class Views: Medium and Long Term Expected Returns
We break down asset class dynamics into a long term component (or trend/fair value), mainly related to macroeconomic variables and a medium-term component, explained by economic and financial cycles.
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White papersHow investors should deal with the liquidity dilemma
The paradox of liquidity (it dries up when most needed) remains one of the key challenges for investors on the aftermath of the great fi nancial crisis and it is resurfacing in this late financial cycle phase.
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White papersGlobal Investment Views – March 2019
If an investor had woken up today after three months and looked at the markets, he/she could reasonably say that not much had changed.
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White papersCoCos: Attractive yields from investment-grade bank issuers
The arrival of a new asset class in financial markets is a rare event. Many “new products” are repackaged versions of existing products, dressed up as a potential new addition to portfolios.
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