All Commentary articles – Page 55
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White papersConflict 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.
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VideoIf 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.
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White papersWill 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.
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VideoBarings 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.
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White papersUEFA 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.
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White papersData centres: is real estate at the heart of the AI race
What will artificial intelligence mean for real estate? Read more about the implications and opportunities.
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White papersBehavioural Biases Among Retail and Institutional Investors
Decision-makers are often subject to various behavioural biases. Although they may affect both retail investors and professional money managers, behavioural biases are likely to be more severe among retail investors.
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White papersAugmenting Investment Decisions with Robo-Advice
We study the introduction of robo-advising on a large representative sample of Employee Saving Plans. Differently from many services that fully automate portfolio decisions, our robo-advisor proposes investment and rebalancing strategies, leaving investors free to follow or ignore them. We investigate the resulting human-robot interactions and show that with the robo-service investors increase their attention to the portfolio, their investment in the plan and their equity exposure.
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White papersEDITORIAL: Driving value creation for our investors
In a world of multiple crises – or ‘permacrisis’ as many call it now – everyone is asking: where are the attractive long-term investment opportunities? The world has changed dramatically with the return of inflation, rising interest rates, energy prices, war in Ukraine and growing geopolitical tensions.
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White papersCredit crisis? Why this time may be different for REITs
“Credit crisis” and “banking stress” are dominating headlines and creating uncertainty for capital markets. Real estate is a capital-intensive industry and depends on well-functioning capital markets to thrive.
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White papersThe case for private markets: three things to know
In this uncertain market environment, investors struggle to enhance returns and reduce risk. Private markets — assets that are not traded on public exchanges, including debt, equity, real estate and real assets — may help achieve those goals. Investors should consider three important benefits as they evaluate allocating to private markets.
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PodcastPAT Cast #14: Bridging the digital divide: why mid-market is driving the most value in a digital world
With world-wide spending on the Internet of Things expected to reach 1.1 trillion dollars this year, governments alone cannot pick up the bill to digitalise our economies.
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White papersPartnering is key to regulatory compliance in 2023
After a period of international coordination following the financial crisis, regulators are once again defining their own agendas and increasing the diversity of rules across markets. According to David Petiteville, Director of Regulatory Solutions, Product, partnering with financial industry stakeholders will be key to preparing for market changes and new rules this year.
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White papersInstitutional Ownership and the Resolution of Financial Distress
We analyze the distressed firm’s decision between Chapter 11 and an exchange offer. We construct a comprehensive data set on the financial characteristics and capital structure of 269 distressed firms, which, unlike previous studies, uses quarterly information and includes exhaustive data on equity and bond ownership by institutional investors.
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White papersWhy the next economic recovery may be stronger than expected
Three questions have weighed on investors’ minds for months: Will there be a recession? How bad will it be? And what comes next?
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White papersHas artificial intelligence reached a commercial tipping point?
Publicity around ChatGPT has sparked fresh speculation around the promise and peril of artificial intelligence.
