All Commentary articles – Page 29
-
White papers
Decoding success in Fixed Income: The power of security selection
Franklin Templeton Fixed Income believes there will be no Fed rate cuts this year but global central banks must continue to be vigilant, and expects a short, shallow recession in the United States and the euro area. Fixed Income Views presents the team’s third-quarter 2023 outlook.
-
White papers
Schroders Capital Global Real Estate Lens June 2023: your go-to guide to global property markets
Our latest analysis highlights the key data and trends that matter to global real estate investors.
-
White papers
Developing the secret powers of middle managers
Middle managers are the glue of any organisation. These individuals possess skills and abilities that often make them the silent heroes within the corporate world. Let’s give them their day.
-
White papers
“Investing at a Crossroads” Revisited
Nine months ago, we set out a playbook for the transition to the new investing environment—here’s why it still applies as the rates cycle peaks and inflation eases.
-
Video
Neuberger Berman Private Markets: Q1 2023 Preliminary Valuation Summary & Analysis
(7:38) Doug Manor, Managing Director, Neuberger Berman Private Markets, provides an overview of private equity markets and an outlook based on trends in the marketplace.
-
White papers
What to Expect When Expecting A Recession: A CIO’s Guide to Interpreting the Probability of Recession (PGIM IAS, June 2023)
Recessions are a regularity of the economic landscape. While each recession has its own unique set of characteristics, recessions share common attributes with implications for portfolio construction and asset allocation decisions.
-
Video
The Inside Track - Public and Private Markets Outlook; Episode 2: Commercial Real Estate
(9:15) In this short video experts from our public and private markets teams consider the outlook for commercial real estate.
-
White papers
Will Artificial Intelligence Become the “Terminator”?
Read more on the risks and opportunities of Artificial Intelligence
-
Podcast
Megatrends: Personalized Investing
Megatrends can influence how we invest but what happens when it blends technology, investment acumen, and human expertise? Manju Boraiah discusses what personalized investing means to financial advisors and clients.
-
White papers
Stock market outlook: Broader opportunities emerge
Even as the global economic outlook weakens, powerful tailwinds are forming behind certain areas of the equity markets that previously spent many years in the wilderness.
-
White papers
Conflict risk: an engagement update
The world’s facing much geopolitical uncertainty. We’ve been engaging with companies on their exposure to high-risk areas like Myanmar, Sudan, Russia, and Ukraine.
-
Video
If you want to go far, go together: UK Nature Impact Strategy
Ahead of the launch of the Federated Hermes UK Nature Impact Strategy, Eoin Murray, Head of Investment, walks us through the thesis that underpins the strategy’s approach to net zero and nature, and explains why partnering with leading environmental impact investment advisor Finance Earth will take the strategy the extra mile.
-
White papers
Will AI Transform the Healthcare Industry for Investors?
Healthcare companies are beginning to explore how artificial intelligence (AI) might unlock efficiencies for patients and medical systems. But to transform science fiction into reality, AI applications in the sector must prove that they can improve business profitability to deliver returns for investors.
-
-
-
-
-
White papers
How High Is Too High | Are Infrastructure Valuations Grounded in Reality?
Headline valuations associated with infrastructure transactions have, for years, been subject to mockery, skepticism or a more subtle roll of the eyes, with airports, data centers and towers considered usual suspects. Although the nascent asset class has more or less gone mainstream, higher rates and macroeconomic uncertainty haven’t allayed such oft-cited concerns. So, what do we make of infrastructure valuations in today’s environment?
-
Video
Barings 360° Conference
Barings 360° was designed to challenge conventional wisdom, facilitate thought-provoking conversations, and expand investors’ perspectives on a wide range of asset classes.
-
White papers
UEFA Champions League (UCL) Alphas
Our Systematic Edge team, which has used its quantitative approach to make Super Bowl Champion predictions for over 20 years, has now taken on soccer, too, to predict who will win home club soccer’s most coveted trophy.