All Commentary articles – Page 50
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White papersHigh yield: charting a steady course through roiling seas
Banking stresses have added volatility to markets already coping with rising rates and recession fears. Still, with corporate fundamentals sound, high yield investors and issuers are more cautious than fearful.
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White papersHave we started to climb the EV adoption S-Curve?
We believe the next decade will be when battery electric vehicles shift into gear to climb their own, steep S-curve in the consumer world.
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White papersUS Commercial Real Estate Outlook: Seeking Calmer Waters in Quality
The COVID-19 pandemic upended the way we live and work by creating secular changes and accelerating trends that were already afoot. For investors in commercial real estate, the results have been mixed.
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White papersBMW case study
Following concern about the company’s lack of targets for its electric vehicle strategy, plus its misaligned lobbying with the Paris Agreement, it has demonstrated noticeable and ambitious improvements.
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PodcastSearching for Retirement Income Solutions
Where are the retirement income solutions in defined contribution plans today and going forward? Ron Cohen is joined by Jamie Greenleaf, senior vice president for OneDigital’s Retirement + Wealth.
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White papersAnother One and Done?
In this monthly series, we take a quick, comprehensive look at current macroeconomic themes that matter to clients.
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PodcastOuterblue Convictions – Global Investment Views: No time to change course
The turmoil of March may be behind us, but market signals are conflicted about what comes next. A disconnect has appeared as bond markets look to price in a recession in the US, whilst on the equity side earnings expectations still appear overly optimistic. Against this back-drop, investors are wise to keep plotting a cautious course.
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White papersWhy the Good Friday Agreement is Even More Important Than You Think
There are also important economic and investment implications from the continued peace in Northern Ireland.
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White papersQ2 2023 Strategic Investment Outlook: Balancing the Strategic and the Tactical
Balancing different time horizons always presents challenges. It may be intellectually ugly to hold different positions over short horizons and long horizons, but sometimes the macro setup suggests it’s the right way to proceed.
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White papersESG Thema #12 - Responsible Investing in Asia: Outlook 2023
Asia, home to 60% of the world’s population and one of the fastest growing economies, which account for over half of the world’s greenhouse gas emissions, has its distinct challenges both in terms of economic development and transition towards an inclusive low-carbon economy.
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White papersFrom Healthcare Real Estate To The Well-Being Society: new challenges for Europe
Enabling people to live in good health, and promoting well-being at all ages, are essential conditions for improving the quality of life.
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White papersTrending themes in real estate securities and carbon reduction
This paper explores the intersection of investments in real estate securities and carbon reduction policy and why now can be compelling from both an environmental and an economic standpoint.
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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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VideoThe Inside Track – Public and Private Markets Outlook
(8:37) In this video discussion, experts from across our public and private markets teams offer their outlook, reflecting on valuations, where they see opportunities evolving and recent stresses within the banking sector. Chief Investment Officer, Multi Asset Strategies – EMEA, Niall O’Sullivan, Senior Portfolio Manager – Multi Sector Fixed Income, Robert Dishner and Managing Director, Neuberger Berman Private Markets, Doug Manor reflect on conditions within their respective asset classes.
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White papersWait-and-See Characterizes Mood of CLO Market
As concerns about the banking sector add to continuing macroeconomic uncertainty, the CLO market finds itself largely becalmed as participants await clearer signs of the market’s future direction.
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White papersPrivate assets views Q2 2023 - Navigating the downturn
A regular update from our private assets business, that includes detailed thoughts on the risks and opportunities emerging in each private asset class.
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White papersPrivate assets views Q2 2023 - Navigating the downturn
A regular update from our private assets business, that includes detailed thoughts on the risks and opportunities emerging in each private asset class.
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White papersJapan: Engaging equity opportunities in the land of the rising sun
For active stock pickers, Japanese equities could offer opportunities that are otherwise potentially hiding in plain sight. As corporate governance continues to evolve in Japan, and the doors open to a more shareholder-friendly environment, culturally aware investors who have earned the right to engage may be able to add value and unlock latent potential in the country’s stock market.
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White papersWhat motivates investors to choose Real Estate?
Why does real estate appeal to investors? We discuss the diversity of this asset class.
