All Commentary articles – Page 53
-
White papersPrivate Markets in Volatile Times
Recent market turbulence provides yet another example of how private equity managers have improved their ability to weather volatile conditions.
-
White papersClimate change and cities: adapting real estate investment decisions
Blending physical risk modelling with social, financial and regulatory information will be the difference between prepared real estate investors, and those failing to adapt to climate threats.
-
PodcastThe Many Facets of Japanese Investing
Japan, an outlier across the G10 nations, is truly an intriguing economy. While rates continue to remain high in many other developed markets, the Bank of Japan still employs its accommodative monetary policy and sees a lower impact of inflation. Given this unique backdrop, what can Japan offer to its investors?
-
VideoOutlook for credit sectors
Portfolio manager Damien McCann explains where he sees value across four primary credit sectors.
-
White papersOne of the Top Reasons for Retiring Early: Unexpected Job Loss
An important and difficult decision that workers face is when to retire. In a research study by Allspring, nearly half of retirees retired earlier than expected. That can have major consequences.
-
People NewsHines Strengthens Japan Team with New Senior Appointments
Kiyohito Motoyama, Saiko Ishii, and Ryo Shiino take on newly created roles in Logistics and Industrial, Asset Management, and Compliance, Respectively
-
PodcastPATRIZIA Real Insights Editor’s Picks #2: Why 2023 is the year of value creation
As the world pivots from crisis to crisis - or enters a state of permacrisis as some describe it - what does this change mean for real estate investors?
-
White papersTaking a Time Out? The High Price of Idle Cash
Parking your fixed-income assets in cash may seem like a safe choice in today’s volatile investing environment, but it’s actually a risky proposition. Here are three reasons why sitting on the sidelines can be a dangerous game.
-
White papersEuropean ABS: Sailing through banking-induced volatility?
At the beginning of the year, few investors would have predicted that collapses in the banking sector would trigger the next bout of volatility and lead to a significant shift in the trajectory and velocity of monetary policy. The failure of three US regional banks and the rescue of Credit Suisse by UBS, which saw CS AT1 bonds fully written down, has led investors to re-evaluate the level of risk premia required to compensate for taking subordinated exposure particularly within the banking sector.
-
White papersLearnings from Earnings: Macro Crosscurrents Make Growth Elusive
Markets are being shaped by disparate trends from falling energy prices to rising interest rates. During first-quarter earnings season, company reports indicated that these crosscurrents are intensifying business challenges—and making it harder for investors to find resilient sources of growth.
-
VideoNeuberger Berman Liquid Alternatives Solutions
(4:05) In this short video, Douglas Kramer, Head of Institutional Equities & Multi Asset Class, provides an overview of the opportunities across liquid alternatives and summarises Neuberger Berman’s capabilities in this space.
-
White papersWhat ‘Data-Dependent’ Feels Like
As central banks become more “data-dependent,” will monetary policy become less predictable and markets potentially more volatile?
-
White papersNew Pension Standards in Effect
New disclosures are in effect for pension plans. This marks a change for public plan sponsors in particular who should understand the new valuation measure, as we believe there are implications for pension bond portfolios.
-
White papersPublic Engagement Report Q1 2023
The Q1 Public Engagement Report from EOS at Federated Hermes takes an in-depth look at the impact that cattle ranching is having on the Amazon rainforest. Plus, how EOS engages with companies on sexual harassment in the workplace, and why climate accounting is under scrutiny this voting season.
-
White papersMercedes-Benz case study
In seeking to understand the alignment of the company’s public policy positions on climate change with that of the lobbying carried out by the company, we received written assurance that Mercedes would review its associations’ lobbying activities and publish a report.
-
White papersVolkswagen case study
Following the 2015 emissions scandal, we have engaged with Volkswagen through numerous meetings, vote recommendations and a site visit. In that time, it has undertaken a comprehensive integrity project to improve its company’s culture.
-
White papersAsset Class Return Forecasts - Q2 2023
The effect of the fast-paced Quantitative Tightening (QT) embraced by Developed Market (DM) central banks (CB) is materialising across two fronts: price dynamics and financial stability.
-
Asset Manager NewsPATRIZIA 3M 2023 financial results: Solid EBITDA growth driven by continued increase in management fees and lower net operating expenses
PATRIZIA, a leading partner for global real assets, today published its 3M 2023 financial results and confirmed the financial guidance for FY 2023 that it communicated to the market with its FY 2022 financial results.
-
White papersThe dual funding gap: Debt cost and decarbonisation could see accelerated property sales
Real estate investors find themselves in a very different environment today than they have been in the last two decades.
-
White papersFinding the silver linings: Private Equity International interview with Markus Benzler on the future of private equity
Public market corrections, inflation, increasing interest rates and political uncertainty are all having an impact on LPs’ capacity to invest in private equity. This is already leading to a knock-on effect on private equity fundraising, but what might this mean for the industry over the short to medium term? And where are the bright spots for investors in today’s environment and beyond? Markus Benzler, head of multi-managers private equity at UBS Asset Management, gives his take on how the market will evolve.
