All Commentary articles – Page 2
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White papersDoes corruption perception matter to investors?
It’s not lost on any investor that nearly half the world’s population is set to participate in elections this year, with a select few anticipated to significantly alter a country’s trajectory. With this in mind, we ask, do corruption perception trends matter to investors?
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White papersEngagement Plan 2024-2026: engagement priorities
With the release of the EOS Engagement Plan 2024-2026, in this video we explore four of our priority engagement themes.
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White papersPolitics and the investor
With more than a quarter of the world’s population going to the polls this year, we consider the investment implications of elections in India, Mexico, South Africa, the UK and the US.
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White papersNeuberger Berman Private Markets Q4 2023 Preliminary Valuation Summary and Analysis
Doug Manor, Managing Director, Neuberger Berman Private Markets, provides an overview of private equity markets and an outlook based on trends in the marketplace.
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PodcastReassessing Retirement Savings with Robin Diamonte
As we mark the annual observance of International Women’s Day this March, we highlight the contributions and milestones of women in society all month long. In honor of this celebration, we invited an esteemed female Chief Investment Officer to highlight a core investment topic some people tend to misunderstand: retirement savings.
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White papersGreen machines: the future of transport
The transportation sector is largely powered by petroleum-based fuels, and contributes about 25% of global greenhouse gas (GHG) emissions. Clearly, there is a need to move people and freight, but leading global economies are working to decarbonise the sector through technological innovation, policy change and greater efficiency.
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VideoDislocation: What Are the Opportunities, and Can Insurance Companies Take Advantage?
Higher rates and tighter financial conditions are leading to capital and liquidity shortages in private markets, creating opportunity for long-term investors prepared to step in as liquidity providers. We identify some of these opportunities and discuss how insurers in EMEA might capitalise on them.
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White papersResilience and recovery: The outlook for real estate long income
Renos Booth, Isabel Gossling and Kris McPhail from our real estate long income team consider the outlook for long-lease assets after a challenging period for investors.
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White papersIPM Monthly Blog – Edition March 2024: Our monthly insights into private markets
Real estate - Market conditions remain challenging, but optimism emerging
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White papersDollarisation in emerging markets
The Franklin Templeton Fixed Income team believes nations facing economic turmoil, marked by currency devaluation and hyperinflation, see dollarisation as a fast track to restoring economic equilibrium.
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White papersRents, rates and the refinancing gap: The outlook for real estate debt
After a challenging 12 months for real estate debt investors, Gregor Bamert discusses what lies ahead for the market in 2024.
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White papersIndia: The structural growth story and the long-term investment opportunity
India’s equity markets are being driven by fundamentals in the form of robust economic expansion which is leading to strong earnings growth. India is also, helpfully, in the draft of favorable geopolitical tailwinds. In this paper, we make the case for India—not as the potential new China or as potentially one of the best-performing equity markets of 2024—but for its own long-term structural growth prospects. We also explain why an active approach is needed to get the best out of India, to capture quality, navigate the challenges, and manage macro variables like inflation, interest rates and global economic growth.
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White papersThe case for US and EU industrial real estate
Notwithstanding some near-term challenges and regional differences, Clarion believes industrial real estate will remain a compelling long-term investment opportunity across the European Union and the United States.
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White papersAs tech shapes the future of flight, here’s how investors can get on board
The airline industry is taking flight once again. Between 2004 and 2019, flights increased steadily, rising from 23.8 million to 38.9 million annual global flights. Although flights dropped to 16.9 million during the pandemic, these levels could double by the end of 2023.
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White papersAsian IT: the global AI enabler
The information-technology sector in Asia is entering a very exciting stage. Profound disruptive change powered by generative artificial intelligence could reshape the world in the next 10 years, and Asian IT is the enabler. Technology hardware is our main pick among sectors in 2024 and the topic of the second in our four-part series on Asian equities.
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White papersIs employment at the heart of US economic growth?
Every economist fetishises their chosen leading indicator for the US economy – be it the ISM manufacturing index, capacity utilisation rate or new home sales. We cannot overstate the dangers of this habit and prefer to base our analysis on nowcasting indicators. But if there is one indicator that represents a syncretism of the economy, it is the labour market. This week, Simply put applies an economic theory linking employment conditions to GDP growth to estimate US output for 2024.
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White papersCIO 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 papersThe Second Wave of the AI Investment Theme
The artificial intelligence investment theme made the “Magnificent Seven”—but could soon begin to disrupt it.
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White papersA sort-of Super Tuesday
This week played host to ‘Super Tuesday’, a key date in the US presidential election calendar where key states hold their primary elections. This year’s results yielded few surprises and set up the 2024 US Presidential election to be a rematch of 2020.
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White papersWhere next for the rally?
Three key equity markets hit all-time highs this week as the risk-on mood broadened beyond the US and into Asia-Pacific (APAC) indices.
